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The Moody Street Group, LLC

Financial Advisor

Sorry, this job was removed at 03:14 p.m. (EST) on Thursday, May 08, 2025
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In-Office
Boston, MA, USA
In-Office
Boston, MA, USA

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The Financial Advisor will provide financial planning guidance and investment recommendations while managing client relationships and meeting sales goals. Responsibilities include onboarding new clients, conducting client reviews, and ensuring compliance with regulations.

The Moody Street Group, LLC, a general agency, of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC, with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. 

Our Financial Services Sales Representatives, utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program. New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. #ZR

The Moody Street Group, LLC Newton, Massachusetts, USA Office

134 Rumford Ave, Newton, MA, United States, 02466

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