Financial Services Representative

Company Overview

AspenCross Financial Group is a boutique financial advisory and investment management firm that serves the comprehensive financial, risk, and investment management needs of successful individuals, families, family and closely-held businesses, and their entrepreneurial owners and executives.

As a boutique firm, we are able to provide our clients with highly personalized service along with customized, integrated financial solutions to meet their specific goals based objectives and planning needs. We build close, lasting relationships with our clients based on trust, shared values, expertise, responsive service, and effective communication.

We are passionate about helping our clients achieve the life they envision, build extraordinary businesses, and leave lasting legacies for their heirs.

At AspenCross, we not only help our clients build and protect their wealth, but more importantly, show them how to use their wealth to get more out of life.

Securities and Investment Advisory Services are offered through Signator Investors, Inc., Member FINRA/SIPC, a registered investment advisor. We are strongly committed to diversity and equal opportunity. AspenCross Financial Group is independent of Signator Investors, Inc. and John Hancock. One Technology Drive, Westborough, MA 01581. 508-870-0440. 026-20130925-158503

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Job Description


Financial Services Representative


Entry level Financial Advisor Career Opportunity. If you are looking to start a successful Financial Advisor Career but want a jump start on building a client base, starting your career as a Financial Services Representative (FSR) may be right for you.


Upon successful completion of the initial FSR training program, you will begin working with approximately 350-400 of the firm's existing clients in providing exceptional client service, and identifying appropriate cross-sales opportunities that help our client’s meet their individual risk and investment management goals.


The candidate will work closely with the firm’s regional management team to develop and support a variety of marketing and new business development programs within their client service & sales area.


FSR's have the opportunity to leverage the firms existing client relationships, extensive in-house marketing and business development resources, and ongoing sales & practice development training programs, to transition into building highly successful Financial Advisor Careers.


A Career as Financial Advisor with AspenCross Financial Group:


   • Allows you to make a meaningful difference in people's lives

   • Will recognize and reward you for your individual efforts

   • Provides you personal freedom - allowing you to live a more balanced life

   • Gives you the ability to set your own income levels - with unlimited growth opportunities


Compensation & Benefits


The Financial Services Representative‘s income will reflect their own efforts and abilities. Earnings will be primarily commission based with an incentive compensation program. In addition we offer a comprehensive benefits package.


   • Group Health, Dental, Vision, Legal and Long-Term Care Insurance

   • Long-Term Disability (LTD)

   • 401(k) Dollar Match

   • Cash Balance Pension Plan

   • Group Life Insurance

Job Requirements


 Key Qualifications


    • Ability to manage a large pipeline of clients

    • Have a professional presence

    • Strong communication and relationship building skills

    • Self directed: able to multi-task, prioritize and meet aggressive sales
      and client service goals and expectations

    • Ability to work in a high energy, performance driven culture


Education and Experience Requirements


    • BA/BS Degree or Equivalent Professional Experience and Success

    • MA Producer’s (Life, Accident & Health) License (Will Sponsor)

    • NASD Series 6, 63 or 7 Registration (Will Sponsor)


Whether you are a
recent college graduate, someone thinking about a potential career change or a new financial services professional, the FSR position can be a great way to begin a rewarding career as a Financial Advisor.

When choosing to start or re-launch your financial advisor career with AspenCross Financial Group - you will be working with people who truly care about you and your success.




Insurance Products offered through John Hancock Life Insurance Company, Boston, MA 02117. Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor.


John Hancock Financial Network and AspenCross Financial Group are strongly committed to diversity and equal opportunity. To earn the Financial Advisor title, representatives must hold a Series 7, 65 & 63 or 66, completed one course toward a professional designation (CFP, CFA or ChFC) and have at least one years sales experience in registered products. Additional restrictions may apply.








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A Career of a Lifetime

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