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Financial Associate

Rise North Capital · Quincy, MA · Financial services and client advisory

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 associate
rise north capital
south hadley ma
nashua nh
braintree ma
full-time
financial services
client relationships
insurance
retirement planning
training 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
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