Financial Planner with Robust Support

Benefits:

1. Retirement
2. Bonus based on performance
3. Company parties
4. Dental insurance
5. Flexible schedule
6. Health insurance
7. Opportunity for advancement
8. Training & development
9. Vision insurance

Join Our Growing Team in Massachusetts!

Regional Director Andrew Grande and Managing Director Rich Marooney, along with their dedicated team, are excited to expand their established offices across New England and beyond! We are seeking experienced Financial Planners to join our team. This is a unique opportunity to play a vital role in shaping the future of our expanding business while making a meaningful impact in the local community.

Our Mission and Vision:

We help advisors build a healthy advisory practice faster, and with less effort. We are driven by the vision of becoming an elite financial planning firm that leads with creative solutions to attract high-net-worth clients.

Our Differentiators:

1. Open Architecture System: No proprietary or product requirements.
2. Advanced Technology: Advisors benefit from cutting-edge software and tools.
3. Growth Opportunities: Buy books of business, build assets, or create a practice to sell.
4. Leadership and Management Potential: Earn additional bonuses by leading and developing teams.
5. FREE Leads: Access to 23+ high-quality lead programs at NO cost to you.
6. Business Development Services: Back-office and administrative support.
7. Flexible Work Options: Choose from office, remote, or hybrid work arrangements.

Community Support:

We are deeply committed to giving back to our community and supporting local causes.

Licensing and Education Requirements:

1. Series 7
2. Series 66
3. Life/Health Insurance License
4. 4-year college degree (preferred)

Position Benefits and Compensation:

1. 401(k) with matching contributions
2. Cash Balance Pension Plan
3. Pension enhancement for top financial professionals
4. Private office expense support
5. Competitive compensation and bonuses
6. Medical, dental, vision benefits & healthcare reimbursement account

Join Us in Making an Impact!

We are a team dedicated to helping people achieve long-term financial security. If you’re ready to make a difference and grow your career, consider joining us today!

Disclosure Statement: During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations that support this role.

Flexible work from home options available.