What are the responsibilities and job description for the Financial Advisor position at Curran Recruiting?
Financial Advisor
đź“Ť Danvers, MA
Are you an early-to-mid career wealth management professional looking for an opportunity to build a long-term career in financial advising while learning directly from an experienced, high-performing advisory team?
This is a unique opportunity to work closely alongside the team's Lead Advisor and "Diamond Team," gaining hands-on exposure to the full wealth management business. The ideal candidate is curious, career-oriented, collaborative, and eager to learn the business from A to Z.
What You'll Do
- Work alongside an experienced Lead Advisor and support the preparation and execution of client meetings
- Develop a deep understanding of the financial planning and wealth management process
- Prepare financial plans, client presentations, investment reviews, and meeting materials
- Participate in client meetings and gradually take on increased client-facing responsibilities
- Build and maintain strong, trusted client relationships
- Collaborate closely with the Retirement team to serve retirement plan participants and identify wealth management opportunities
- Work assigned retirement plans in tandem with the retirement consulting team
- Assist with prospect meetings, educational events, referrals, and other business development initiatives
- Help clients with comprehensive financial planning, investment management, retirement planning, and long-term financial goals
- Maintain accurate client and prospect information within the CRM
What They're Looking For
- 2 years of financial advisory or wealth management experience
- A genuine interest in building a long-term career in wealth management
- Naturally curious and eager to learn
- Highly coachable and excited to learn from experienced advisors
- Thrives in a team-first, collaborative environment
- Willing to jump in wherever needed and embraces an "all hands on deck" mentality
- Strong communication and interpersonal skills
- Solid understanding of financial planning and investment principles
- Demonstrated success working with clients
- Comfortable collaborating with retirement plan professionals and internal teams
- Strong organizational skills and attention to detail
Salary : $100,000 - $150,000