Job summary
Job post source
This job is directly from Gorra Financial Group
Job overview
The Financial Advisor role at Gorra Financial Group focuses on helping clients achieve their financial goals through personalized financial literacy and wealth management solutions.
Responsibilities and impact
Daily responsibilities include prospecting for clients, maintaining long-term relationships, educating clients, and utilizing team resources to provide tailored financial solutions.
Compensation and benefits
The position offers a commission-based income with high-income potential, full benefits including insurance and a 401k match, as well as rewards and recognition programs.
Experience and skills
Candidates should have a bachelor's degree in business or finance, 2-5 years of experience as a financial advisor, and necessary licenses including FINRA Series 65 or 66 and 7.
Career development
The role provides extensive training, weekly coaching, and opportunities for ongoing practice advancement and continuing education.
Work environment and culture
Gorra Financial Group emphasizes a client-focused approach and supports entrepreneurial professionals in a flexible work environment.
Company information
Gorra Financial Group is dedicated to understanding client needs and providing tailored financial solutions, with a commitment to empowering financial professionals.
Team overview
The team consists of entrepreneurial, success-driven individuals focused on building relationships and educating clients.
Job location and travel
The position is located in Rhode Island, offering a flexible work schedule.
Unique job features
The role features a unique compensation structure that rewards effort and includes opportunities for building equity and owning a business.
Company overview
Gorra Financial Group is a financial consulting agency based in Cranston, Rhode Island, with additional offices in Boston, Massachusetts. The company specializes in creating comprehensive financial strategies, focusing on retirement and investment planning. It operates as a general agency affiliated with OneAmerica Financial, providing insurance and securities services. Founded by Joshua Gorra, the firm emphasizes understanding client needs and building strong financial teams. With a mission to guide clients toward their financial goals, Gorra Financial Group serves the Boston area and surrounding cities, leveraging its expertise to offer tailored financial solutions.
How to land this job
Tailor your resume to emphasize your interpersonal skills and entrepreneurial spirit, as these qualities are highly valued by Gorra Financial Group.
Highlight any experience you have in financial advising or planning, particularly your ability to build long-term relationships with clients and provide tailored financial solutions.
Apply through multiple platforms, including Gorra Financial Group's corporate site and LinkedIn, to maximize your chances of being noticed for this position.
Connect with professionals in the financial advisory division at Gorra Financial Group on LinkedIn, and consider ice breakers like discussing a recent financial trend or asking about their experiences with client relationships.
Optimize your resume for ATS systems by including keywords from the job description, such as 'financial literacy', 'client relationships', and 'analytical thinking', to ensure it passes initial screenings.
Utilizing Jennie Johnson's Power Apply feature can streamline your job search by customizing your applications, identifying the best places to apply, and helping you connect with relevant professionals at Gorra Financial Group.
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