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, CT and the Financial Advisor must be able to travel between our CT neighborhood locations.
This Financial 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.
Responsibilities
  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
Qualifications
  College degree, preferred
  4 + years of financial services experience with an emphasis on sales
  Life and Health Licensed; Series 65; Series 7
  CFP designation, a plus
  Strong organizational, prioritization, interpersonal & management skills
  Strong mathematical and analytical skills
  Excellent communications skills; both verbal and written
Equal Opportunity Employment
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. Â
If you’re a California resident, please read the California Consumer Privacy Act  prior to applying.
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