Financial Advisor
📋 Role Overview & Responsibilities
Work for yourself, not by yourselfAt Rhotopia Financial, we help clients achieve their long-term financial goals by understanding their needs and implementing tailored solutions. In a typical day, a financial advisor meets with clients and receives back-office support, so they can focus on building long-term relationships with clients.Financial Advisor Position-OverviewThis is an exciting opportunity to join an extremely fast-growing financial services organization with significant growth opportunities. Financial Advisors work together to deliver an ideal client experience. This involves meeting with or serving the client directly, over the phone, or virtually through technology such as zoom. The ideal candidate would have a sound understanding of the Financial Advisor Role or a background that includes working with people, building long-term relationships and servicing clients or customers. Key Responsibilities:· Implement company supported turn-key marketing strategies to generate potential clients.· Build your client base through prospecting and networking.· Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants.· Work daily to re-engage clients with our firm and to serve existing clients.· Provide excellent client service and tailored client solutions to meet the clients' needs.· Provide initial contact and ongoing guidance and service to the clients.· Research and resolve any service issues or unfinished tasks.· Keep the supervisor apprised of any Compliance/Field Supervision concerns.Position Requirements· Life and Health license required.· Series 7, 63, 65, 66 and Certified Financial Planner (CFP) designation - at least 1 Required.· Bachelor's degree in a business-related field is preferred.· Entrepreneurial and curiosity for sales· Adaptability, reliability, and sound decision-making skills· Proven communication and organizational skills· Exceptional telephone and customer-service skills· Strong computer skills with the ability to learn and apply technical information.· Bilingual in Spanish is a plus.Compensation and Benefits· Unlimited earning potential through Commission· Productivity Bonusses· Medical· Dental· Vision· 401K
Frequently Asked Questions
How do I apply for the Financial Advisor position at Rhotopia Financial? ▼
Click the “Apply for this Position” button on this page to submit your application directly to Rhotopia Financial without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Milton, MA with potential relocation and sponsorship assistance depending on candidate qualifications.
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