Financial Advisor
Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add an Advisor to our Connecticut offices. This position is based in Wethersfield and the Advisor must be able to travel between our Connecticut neighborhood locations.
This Advisor will have the opportunity to help grow our office and meet one on one with company leads generated from workshops, referrals and TV. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first.
Prepare, present and implement customized financial plans
Assist clients with annuities, life, long-term care & managed money
Provide financial planning advice to include investment, insurance & retirement
Develop, manage and retain strong client relationships
College degree preferred
4
years of financial services experience with an emphasis on sales
Life and Health Licensed; Series 65 or Series 7&66 REQUIRED
CFP designation a plus
Strong organizational, prioritization, interpersonal & management skills
Strong mathematical and analytical skills
Excellent communications skills; both verbal and written
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
#LI-AM1Estimated Salary: $20 to $28 per hour based on qualifications.
This Advisor will have the opportunity to help grow our office and meet one on one with company leads generated from workshops, referrals and TV. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first.
Prepare, present and implement customized financial plans
Assist clients with annuities, life, long-term care & managed money
Provide financial planning advice to include investment, insurance & retirement
Develop, manage and retain strong client relationships
College degree preferred
4
years of financial services experience with an emphasis on sales
Life and Health Licensed; Series 65 or Series 7&66 REQUIRED
CFP designation a plus
Strong organizational, prioritization, interpersonal & management skills
Strong mathematical and analytical skills
Excellent communications skills; both verbal and written
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
#LI-AM1Estimated Salary: $20 to $28 per hour based on qualifications.
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