Experienced Financial Advisor

Job overview

The Experienced Financial Advisor role is listed in Bridgewater, MA. The posting gives compensation of $110,000–$180,000 and describes work with individuals, families, and business owners; it does not specify a remote or hybrid arrangement. Team Andrade provides training, mentorship, resources, and support to help advisors grow their practices and guide clients toward financial goals.

What you'll do

• Develop and maintain client relationships
• assess financial goals, priorities, risk considerations, and changing needs
• present suitable financial strategies
• grow a client base through referrals, networking, and business development
• conduct ongoing reviews
• maintain client records and comply with regulatory standards
• collaborate with financial professionals
• and participate in professional development and training.

What we're looking for

Skills & competencies

experienced financial advisor

bridgewater ma

new york life

team andrade

financial planning

wealth management

client relationships

business development

referrals

$110k–$180k

full time

Work arrangement

• Weekend coverage required

Benefits & perks

• Training, mentorship, resources, and support to grow an advisory practice.

Why this role

The posting seeks experience in financial services, insurance, investments, wealth management, or financial planning, while also stating that prior financial-services experience is not required for candidates with the drive and dedication to help clients.

About the employer

New York Life - Team Andrade is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.