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Financial Adviser Careers

Take your Career to the Next Level

Are you new to the professional workforce?  Considering changing career paths?  Or looking to build your current book with a nationwide offering award-winning industry tools and marketing support?



Are you new to the professional workforce?

Considering changing career paths? 

Looking to build your current book with a nationwide offering award-winning industry tools and marketing support?

Concord Wealth Management, powered by Penn Mutual, specializes in helping our clients achieve their financial goals - and we want our Advisers to achieve their personal professional goals as well. 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 offer a boutique-firm feel with a big-firm service and support, perfect for an experienced professional looking to elevate their career.

We’re looking for highly motivated individuals both new to the professional workforce and career changers, to join our organization, learn the financial services business, and build a practice of their own. Those selected will be provided with start-up capital, sponsorship for licensing and registrations, 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 Adviser 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, Braintree, MA and Wakefield, MA


Long term client relationships built on passion and pride

Continuously learning, investigating innovative products to strengthen clients' financial plans

Trust. Honesty. Integrity. Values matter, and our team lives theirs every day.