Financial Advisor (Broker/Registered Rep)

Voted #1 Mid-Sized Company 'Best Places to Work' by the Boston Business Journal 2006

 

 

ENTERPRISE BANK is a very successful, innovative commercial bank, with branches in the Merrimack Valley, North Central Massachusetts, and Southern New Hampshire regions. Enterprise has been recognized locally, statewide and nationally for our superior customer service and financial performance. 

 

Join a vibrant, goal‑oriented team that helps create successful businesses, jobs, opportunities, wealth and strong vibrant communities. Enterprise Bank offers a highly competitive salary, incentive bonus, 401(k), stock options and attractive vacation, medical, and dental programs in a secure and stable environment.

 

Financial Advisor (Broker, Registered Representative) - Fitchburg/Leominster area

 

Bringing a desire to support the growth of Enterprise Bank's Investment Advisory Group and provide outstanding service to customers in our Leominster, Fitchburg, Westford locations, we want to hire a driven, sales oriented Financial Advisor to expand relationships with clients seeking to achieve their wealth managment goals.  Through a consultative, business development approach, the Financial Advisor markets a broad range of financial services / products to small businesses, private practice professionals, personal investors and current Bank customers to build a portfolio of Investment clients.  

 

Qualified Financial Advisor / Investment professionals bring three to five years of experience analyzing client financial needs, developing customized investment strategies and executing client trades for wealth and cash management.Proven success in building relationships with small businesses, professionals, personal clients, and with employees within a branch network to ensure a strong referral of potential clients is required.  Knowledge of and/or experience working within the Greater Leominster and/or Fitchburg Massachusetts communities highly desirable. A Bachelor’s degree in Finance, Accounting, Management or Economics along with Series 7, 24, 63 and 65 licenses and a CFP designation (or a CFP candidate) in good standing with FINRA required.  Experience utilizing MS Office, C-Link, CFN Access and Morningstar desirable.  

 

Equal Opportunity / Affirmative Action Employer