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Career Changer

Looking for a new career? Looking to make a lasting impact in the lives of others? Looking for work-life integration? As an advisor at The Bulfinch Group, you have the power and support to make this change.

In order for you to create a larger impact, The Bulfinch Group will focus on your unique ability, and allow you to prosper in the role of making a difference in your clients’ lives. Find out more about what it means to be a financial advisor & a leader in our business. Join a team that provides unlimited growth potential, team-based selling - where every opportunity is within your grasp, marketing support to attract new clients, and unparalleled administrative and sales support to build a practice the way you want.

We provide our advisors with the freedom to build a successful business. Varying programs and support can include:

  • Training: weekly, bi-weekly & monthly
  • Dedicated sales manager support
  • Staff support assistance 
  • Dedicated office space
  • Technology CRM
  • Virtual office capabilities, including cloud-based phone and communication tools
  • Errors and Omission Coverage
  • Securities and Insurance licensing coverage

To learn more about becoming a financial advisor, please contact Douglas Reiss, Director of Talent Acquisition, at or (617) 921-6827.

If you have a passion for helping others, want to make a meaningful impact and have some fun along the way, we'd love to meet you. 

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