The Bulfinch Group · 15 hours ago
Financial Advisor - Summer Associates Program (Spring 2026 Grads)
Needham Heights, MA
Full-time
Onsite
New Grad
$36K/yr - $110K/yrThe Bulfinch Group is a growing organization focused on providing financial services with a long-term approach. They are seeking Financial Advisors who are self-motivated and eager to help clients achieve their financial goals while receiving comprehensive training and support.
FinanceBankingConsultingCrowdfundingFinancial Services
No H1B
U.S. Citizen Only
Responsibilities
Working with clients to understand their goals, concerns, and current financial information
Analyzing information to create a plan with appropriate financial strategies, products, and services
Developing and maintaining a base of clients who value your input and guidance
Working with clients to keep their financial plans current and aligned with their goals; building relationships with clients that will last for years
Engaging in ongoing training and education to acquire skill and knowledge of financial products and services, that when applicable, are applied to changing economic conditions and market shifts
Expanding a business practice by use of effective prospecting and warm introduction or referral-based strategies, as well as identifying and cultivating new client relationships within a targeted market niche
Learning industry-leading sales skills and practices as well as improving and developing existing sales skills
Qualification
Required
Must be a US citizen or permanent resident
4-year college degree
Obtain appropriate state insurance licensing prior to career launch (Life and Health Licenses)
Must either currently obtain OR work to obtain the SIE, FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations within 12 months of career launch
Preferred
Self‐motivated individual with a dynamic, confident personality
Strong work ethic
Demonstrated history of taking on challenging work in their careers, communities, schools, sports, etc
Reputable, trustworthy, ethical
Strong desire to help others achieve their financial goals
Looking to expand their current network by cultivating and enhancing long-term relationships
Not afraid to spark up a conversation and ask for introductions
Benefits
401(k)
Dental insurance
Health insurance
Paid training
Professional development assistance
Referral program
Company
The Bulfinch Group
The Bulfinch Group is an independent financial services and wealth management firm in Massachusetts.
Founded in 1994
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kevin S. Schneider
Partner/Executive Vice President
Company data provided by crunchbase