About this role
Financial Associate at Onedigital. Location: Danvers, Massachusetts, United States. Role: develop client, advise clients, generate leads Requirements: Proven sales success, strong financial planning knowledge, CRM experience, licensed or able to obtain licensure; 2+ years in financial advisory or related sales. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, MoneyGuidePro, Microsoft Office Certifications: securities Commitment: Full Time Workplace: Onsite Languages: English