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Senior Financial Advisor

2 months ago

Hartford, United States SNI Financial Full time

An established and leading Financial Advisory firm is seeking a polished and strategic Senior Financial Advisor to join the team as their newest member of their elite firm of management. This role offers a lot of flexibility and would entail 3 days a week in the office and 2 days from home.


Senior Financial Advisor

  • 5 weeks PTO
  • Hybrid work schedule - three days a week in the office
  • Good culture and work/life balance
  • Strong base + bonus
  • Cheap benefits


Requirements:

  • Minimum 5+ years of client facing and financial and retirement planning exp.
  • Proven track record of working successfully with high-profile execs/clients on their portfolio's (i.e. investments, insurance, taxes and more)
  • Excellent risk management skills
  • Must be a CFP or PFS
  • Strong client facing presence/communication - will be in close communication with leadership and clients in the field


Conor Haddock

SNI Financial

conor.haddock@snifinancial.com