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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 improving 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 douglasreiss@bulfinchgroup.com 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. 

Want to hear what WE have to say about this opportunity?