Associate, Financial Advisor, Falmouth, MA

Location: Falmouth - Branch MA, United States; in-person branch-based role.

Base pay: $61,875–$105,000 USD annually.

Company

Global financial services organization undergoing a technology-driven, customer-centric transformation.

What you will do

• Identify client financial needs and recommend suitable investment and insurance solutions through in-person, virtual, and telephone appointments.
• Manage and grow an assigned client portfolio by strengthening relationships and providing ongoing financial guidance.
• Achieve investment sales, revenue, client engagement, and business development objectives.
• Collaborate with branch managers, field advisors, and licensed bank employees to generate referrals and expand branch investment activity.
• Coach and educate branch partners on products, referrals, and client engagement.
• Maintain accurate records, reporting, regulatory compliance, professional licenses, registrations, and continuing education.

Requirements

• Bachelor's degree or equivalent experience in finance, economics, management information systems, statistics, or a related field.
• At least 5 years of demonstrated sales achievement and at least 1 year of experience providing investment guidance to clients.
• Strong interpersonal, verbal, written communication, relationship management, negotiation, financial analysis, and risk evaluation skills.
• Proficiency with Microsoft Office and strong attention to detail.
• Required FINRA Series 7 and Series 66 licenses, or Series 63 and 65, plus appropriate state insurance licenses.
• Must be legally authorized to work full-time in the United States without employer sponsorship.

Nice to have

• Master's degree in finance, economics, management information systems, statistics, or a related field.
• Established work history or equivalent experience, training, military service, or education.
• Experience with Microsoft Office products.

Culture & Benefits

• Customer-centric environment focused on innovation, responsible risk management, and professional development.
• Training, coaching, sales meetings, and development initiatives to strengthen advisory and business skills.
• Competitive rewards package and benefits supporting employees, families, and well-being.
• Inclusive and accessible workplace with equal employment opportunities.