What are the responsibilities and job description for the Financial Advisor & Registered Representative position at Gorra Financial Group?
Experienced Financial Advisors & Registered Representatives
Gorra Financial Group | Providence, Rhode Island | Hybrid
Build the next chapter of your practice with a team focused on financial literacy, lasting client relationships, and professional growth.
Gorra Financial Group is seeking experienced financial advisors and registered representatives who want to grow their practice and help individuals, families, and business owners make informed financial decisions.
We welcome conversations with established advisors, registered representatives, and experienced insurance professionals with the licenses and registrations appropriate to their work.
Your role
• Build and deepen client relationships through referrals, consistent outreach, and thoughtful follow-up.
• Understand each client’s goals, financial circumstances, risk tolerance, and protection needs.
• Develop financial strategies and recommend appropriate investment, retirement, and insurance solutions within your licensing and registration.
• Collaborate with agency colleagues and support professionals.
• Maintain accurate client records and meet applicable supervisory and compliance requirements.
• Participate in ongoing training and professional development.
Your experience
• A demonstrated record in financial advising, securities, investment services, retirement planning, or insurance.
• Relevant securities registrations, such as Series 6 or Series 7, and Series 63, 65, or 66, as applicable to your role. Insurance licensing where required.
• Strong relationship skills and the ability to explain financial concepts clearly.
• Initiative, sound judgment, and a commitment to responsible client service.
• Five or more years of industry experience preferred. A degree in finance or a related field is a plus.
Why GFG
Our mission centers on financial literacy and helping clients understand their choices. We offer weekly coaching, joint work, ongoing education, and practice development support. Insurance benefits and a 401(k) with a match are available subject to eligibility. Compensation is tied to production and commissions; details depend on the applicable arrangement.
Apply with your resume and a brief description of your experience, current licenses and registrations, and what you are looking for in your next opportunity.