Who Are We?
We are an Inc.com Best Workplaces company.
https://www.inc.com/profile/keenan-financial
At Keenan Financial, we prioritize learning and growth with one-on-one coaching and collaboration. We cultivate an up-beat and supportive work environment to encourage our team members to achieve their goals. Our goal is to turn young professionals into experienced financial advisors helping clients across the country.
The role of a Financial Advisor:
- Identifies and sets appointments with potential clients
- Works closely with a mentor to meet with clients to assess their financial needs
- Designs, develops, and implements a marketing plan
- Develops a customized financial plan to address each client’s outlined goals
- Maintains strong relationships with clients, helping them achieve their goals
- Provides ongoing consultation and support
Highlights of this position:
- One-on-One training from seasoned leaders in the financial planning industry.
- A comprehensive training program that includes financial planning, marketing techniques, asset management, and client service
- Uncapped earning potential
- Numerous career path options, including financial advisor, CFP, CPA, and management opportunities.
Requirements of the role:
- Bachelor’s degree (preferably in business or an industry-related field)
- Ability to obtain licenses * U.S. Citizen or Permanent Resident
- Entrepreneurial spirit
- Motivation for success
- Enthusiasm
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
- Financial planning services
- Flexible schedule
- Health savings account
- Professional development assistance
- Retirement plan
Compensation package:
- Bonus opportunities
- Commission pay
Weekly schedule:
Work setting:
Ability to Relocate:
- Boston, MA 02108: Relocate before starting work (Required)
Work Location: In person