Entry Level – Financial Associate Position Available In Hillsborough, New Hampshire

Entry Level – Financial Associate Mahogany Advisors Nashua, NH Job Details Full-time | Contract $40,000 – $120,000 a year 1 day ago Benefits Profit sharing Paid training Financial planning services Professional development assistance Flexible schedule Qualifications Cash flow management advisory services Financial planning software Tax planning advisory services Risk management advisory services Sales Marketing Financial software Insurance planning advisory services Series 66 Microsoft Office Estate planning advisory services Finance Bachelor’s degree Client services Financial goal setting advisory services Financial services Series 65 Life & Health Insurance License Retirement planning advisory services Communication skills Entry level Time management Full Job Description At Mahogany Advisors, we believe in empowering individuals and families to achieve financial confidence and long-term success. We provide tailored financial planning, investment management, and wealth-building strategies to our growing client base. As part of our team, you’ll be mentored by experienced professionals and gain hands-on experience in the world of financial advising. We are seeking a driven and relationship-focused Entry-Level Financial Associate to join our team. This role offers a unique opportunity to start a financial advising career within a firm that blends insurance-based planning with fiduciary-level investment advice. You’ll help clients build strong financial foundations through protection, accumulation, and legacy strategies. Key Responsibilities Educate clients on financial strategies including life insurance, retirement planning, investment management, college funding, and long-term care Develop and present personalized financial plans using a holistic, goals-based approach Guide clients through product recommendations from both insurance and investment platforms Build and grow your client base through networking, referrals, and community involvement Participate in ongoing training programs to enhance product knowledge and advisory skills Maintain all required licensing and comply with FINRA/SEC and insurance regulations Collaborate with internal teams including our RIA partners to ensure comprehensive service delivery Skills & Qualifications Bachelor’s degree in Finance, Business, Marketing, or a related field preferred Strong interpersonal skills with a passion for helping others Excellent verbal and written communication abilities Comfortable discussing both insurance and investment products Proficiency in Microsoft Office; CRM or financial planning software experience a plus Must be eligible to obtain state life & health insurance license Willingness to pursue Series 65 or 66 licensing (company supported) Preferred Traits Strong desire to build a long-term career in financial services Prior experience in insurance, sales, or client service is helpful but not required Entrepreneurial mindset with strong self-motivation and time management What We Offer Access to a full suite of insurance and investment products Ongoing mentorship from experienced advisors and financial planners Sponsorship for licenses (Life/Health, Series 65/66) Growth tracks toward senior advisor or management roles

Job Types:

Full-time, Contract Pay:

$40,000.00 – $120,000.00 per year

Benefits:

Financial planning services Flexible schedule Paid training Professional development assistance

Compensation Package:

Bonus opportunities Commission pay Profit sharing

Work Location:

Hybrid remote in Nashua, NH 03062