Financial Advisor at CarrThaxton Financial Group,LLC

Financial Advisor

Are you dedicated to assisting families in achieving financial independence and securing a prosperous future for their loved ones? CarrThaxton Financial Group, LLC seeks a committed Financial Advisor to join our Westford, MA 01886 team.

This full-time, flexible position offers the opportunity to provide clients with personalized financial planning and wealth management services, both in person and remotely.

As a Financial Advisor at CarrThaxton Financial Group, LLC, you will work with self-made individuals seeking to secure a bright future for their descendants. Your responsibilities will include offering sound advice and education, coordinating various aspects of their financial situation, and enabling them to focus on their primary concern - their family.

Job Expectations:

You will be responsible for providing financial planning and advice along with investment management recommendations to serve the needs of our clients. You will assess the client’s financial objectives and guide the client in achieving their financial goals. You will proactively manage and build on an existing group of clients by collecting and analyzing their risk tolerance, long- and short-term goals, income needs, assets, investments, and debts.

You will advise clients on:

1. Retirement planning using eMoney software

2. The advantages and disadvantages of different investments. It is important to be able to develop referral resources among existing customers as well as build up new client relationships

3. Insurance Needs and Long Term Care Planning

4. Ensuring that clients meet with an estate planning attorney and execute estate planning documents

5. Identify cross-sell opportunities through proper client profiling and needs-based selling

Company Information: 

Our clients are self-made and seek to provide a prosperous future for their descendants. The advice and education we provide will also involve loved ones in discussions, ensuring a shared understanding of your wealth goals and the role of each family member in upholding family values and beliefs. 

Education and Training requirements:

- Bachelor’s degree required

- FINRA Series 7 required

- Licenses 63, and 65 are preferred but will train

- Life & Health Insurance license preferred but will train

- Strong sales, marketing, and business development skills

- 2+ years of experience as a producing advisor

- CFP preferred but will train

If you are a Financial Advisor with a passion for assisting families in achieving financial independence, we encourage you to apply for the position at CarrThaxton Financial Group, LLC. Join us in making a positive impact on the lives of our clients and their loved ones.

Benefits:

• Health Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• Flexible Schedule
• Vacation Leave
• Sick Leave
• Holiday Pay
• Paid Time Off
• Long-Term Disability
• Short-Term Disability

Salary Range: $75,000.00 plus Bonuses

Employment Type: Full Time
Years Experience: 1 - 3 years
Salary: $75,000 Annual
Bonus/Commission: Yes