Financial Associate
Compensation
From $120k /yr
Employment type
Full-time
Work setting
On-site
Location
Quincy, MA
Schedule
Day shift
Posted
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Job overview
The Financial Associate role is onsite in South Hadley, MA, with other office locations in Nashua, NH, and Braintree, MA. Compensation is $60,000–$120,000 per year, with performance-based bonuses and commissions. Rise North Capital supports individuals, families, and businesses with financial guidance and solutions.
What you'll do
- Build client relationships and provide tailored financial strategies. Offer solutions in insurance, asset accumulation, and retirement planning
- attend virtual or in-person training
- collaborate with coaches and team members on client cases
- use marketing resources to grow a client base
- and comply with industry standards and licensing requirements.
What we're looking for
- Skills & competencies
- financial associaterise north capitalsouth hadley manashua nhbraintree mafull-timefinancial servicesclient relationshipsinsuranceretirement planningtraining provided$60k-$120k per year
- Work arrangement
- Weekend coverage required
Benefits & perks
- Health, dental, vision, HSA, life and disability insurance, 401(k), pension, performance-based bonuses and commissions, destination trips and travel incentives, license sponsorship, coaching, and professional development.
Why this role
No prior financial-services experience is required; training, mentorship, coaching, and sponsorship for licenses and ongoing professional development are provided. Applicants must be U.S. citizens or permanent residents.
About the employer
Rise North Capital is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 271c5d1d-c646-4b7c-bc39-14d960fba191