Now Hiring - Armstrong Advisory Group - Prospective Client Liaison / Business Development in Needham Heights, MA

Full description of the position

Join a growing, productive financial advisory practice! We are seeking an energetic, organized, and articulate Prospective Client Liaison with a high level of professionalism to join our dynamic team. In this role, you will develop long-term relationships with prospects and clients, arranging appointments for our financial advisors and unaffiliated attorneys. If you're driven, detail-oriented, and eager to make an impact, we want to hear from you.

Key Responsibilities

Marketing

Duties

• Engage prospects who have requested information from the Armstrong Advisory Group
• Understand and communicate how our financial and estate planning services can meet client needs
• Book high-quality appointments for advisors and attorneys Administrative

Duties

• Manage schedules and book appointments using Microsoft Outlook
• Write and send appointment confirmation letters/emails
• Maintain and update a Salesforce database of warm leads
• Answer incoming calls and make outbound calls to prospects
• Coordinate and communicate with financial advisors and attorneys regularly
• Handle confidential client information with discretion

Requirements

• Currently holding securities license(s) preferred
• Excellent interpersonal and communication skills
• Positive, can-do attitude with a professional demeanor
• Strong organizational and multitasking abilities in a fast-paced environment
• Proficiency in Microsoft Office (especially Word and Outlook)
• Familiarity with Salesforce or similar CRM platforms
• Experience in sales and/or customer service
• Ability to work independently and collaboratively
• Full background and credit check required
• Must be able to commute to Needham, MA

Compensation

&

Benefits

• Base Salary: $60,000-$70,000 annually
• Supplemental Pay: Bonus opportunities

Benefits

Include:

• 401(k) with company match
• Generous Health, Dental, and Vision insurance
• Life and Long-Term Disability insurance
• Flexible Spending Account (FSA)
• Paid time off and holidays Schedule:
• Monday to Friday, 8-hour shifts How to Apply: Please mail your resume and cover letter to Lois Ashe, Human Resources "Securities offered through Charles Schwab & Co., Inc., member FINRA/SIPC. Financial advice is offered through Armstrong Advisory Group, Inc., a Registered Investment Adviser. Armstrong Advisory Group, Inc. is not affiliated with Charles Schwab & Co., Inc." Job Type: Full-time Pay: $60,000.00 - $70,000.00 per year

Benefits

:

• 401(k)
• 401(k) matching
• Cell phone reimbursement
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave Work Location: In person