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Rise North Capital

Financial Representative (Entry-Level)

Rise North Capital, Holyoke, Massachusetts, us, 01040

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and the job listing Expires on January 30, 2026

We are looking for

motivated people,

both new to the professional workforce and career changers with a track record of success, to join our growing team.

In your role as a Financial Representative, we will help you build your own career in delivering financial advice and guidance to individuals, families, and businesses.

Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation, and retirement planning.

We will provide you with the tools and teach you the skill sets you need

to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life.

Responsibilities

Attend virtual/in-person training to enhance financial expertise.

Collaborate with coaches and other team members on client cases.

Develop client relationships and provide tailored financial strategies.

Offer solutions in insurance, asset accumulation, and retirement planning.

Utilize marketing tools and resources to grow your client base.

Ensure compliance with financial industry standards and licensing requirements.

Qualifications :

Driven

Coachable

Competitive

Resilient

Strong Work Ethic

Track Record of Leadership and Success

People Orientated

Background in Finance or Financial Services is NOT REQUIRED.

We are committed to your success and will provide all of the following to help you develop:

One-on-one strategic coaching

Mentorship, peer group learning environment

Virtualin-person training

Remote access to top resources and experts in the industry

Marketing systems and capital

Leadership advancement track

Sponsorship for licenses and ongoing professional training

Additional Benefits

Full Benefits (Health, Dental, 401(k), Pension, Vision, HSA, Life, DI)

Bonuses & Commissions

Company-Sponsored Destination Trips Worldwide

Job Type:

Full-time, Remote/hybrid – Offices located in Braintree, MA ; Nashua, NH ; or Holyoke, Western MA.

Pay Range:

$57,600 – $115,000 per year

PLEASE NOTE: Due to licensure requirements, candidates must be a U.S. Citizen, Permanent Resident, or Green Card holder to be considered. Unfortunately we cannot accept those on a Visa status.

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