Broker Check

Financial Advisor

Concord Wealth Management, a Penn Mutual Company, offers a boutique-firm feel with a big-firm service and support. We specialize in helping our clients achieve their financial goals. Our business is growing in the New England area and we seek individuals with successful backgrounds who are interested in the rewards of a career in financial services.

We’re looking for highly motivated individuals both new to the professional workforce and career changers, to join our organization to learn the financial advisory business and to build a practice of their own. Those selected will be provided with start-up capital, sponsorship for licensing, and have access to our team of sales and marketing specialists. We offer a comprehensive and continuing training program that uses a combination of classroom, virtual, and one-on-one, on the job training as well as salary plus commissions with full benefits.

Your goal as a Financial Advisor will be maintaining and protecting the financial stability of your clients. You will develop relationships based on trust, honesty, and integrity. The result of your work will improve your client’s financial state and lay the groundwork for a successful financial future.

Requirements:

  • Bachelors Degree
  • Sales Experience a Plus
  • Interest in Financial Planning
  • Strong Work Ethic
  • Competitive Nature
  • Track Record of Leadership and Success

Locations: Waltham, MA and Braintree, MA

Apply below.