Wealth Management Associate

Posted 23 Days Ago
Be an Early Applicant
Boston, MA
Entry level
Financial Services
The Role
The Wealth Management Associate role involves assisting clients in attaining financial objectives. This position focuses on providing a variety of financial products and services while promoting strong client relationships and utilizing a values-based approach for sales.
Summary Generated by Built In

The Moody Street Group, LLC, a general agency appointed with 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 Company
Newton, MA
40 Employees
On-site Workplace
Year Founded: 2011

What We Do

ABOUT THE
MOODY STREET GROUP

The Moody Street Group, LLC, a General Agency of the companies of OneAmerica®, offers a variety of insurance and financial products and services to individuals, executives, professionals, and business owners.

The Mission of the Moody Street Group, LLC, is to assist clients in reaching their personal and business goals and helping to secure their financial future with appropriate financial services based on their needs and values.

Our associates are carefully trained and have backup and support, both locally and nationally, in each of our products and services.

We are an organization committed to excellence in serving our clients with Creative Values-Based Financial Strategies.

In an age when financial companies are willing to substitute technology for personal contact, our
commitment to our client is:

• Face-to face confidential meetings
• Customized analysis
• Personalized values based recommendations
• Periodic monitoring of continued progress
toward achieving financial goals

Note: Securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 134 Rumford Ave, Suite 201, Newton, MA, 02466, (617) 916-5155. Insurance Representatives of American United Life Insurance Company® (AUL) and other insurance companies. The Moody Street Group, LLC is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.

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