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Financial Advisor

5 months ago

West Hartford, United States M Financial Group Full time

Experienced Financial Advisor


Position Summary:


M Financial Group is partnering with Lindberg & Ripple () to hire an experienced and self-motivated Financial Professional who can work collaboratively with our team to provide exceptional service to ultra-high-net-worth clients. This role requires the ability to develop long-term relationships with clients and their other advisors to address complex financial and insurance needs. At our firm you can choose your path in either insurance or investments.


Starting Compensation:

As an experienced advisor, you will receive a well-rounded compensation package based on revenue generated, competitive benefits and a supportive back-office team.


Responsibilities:

• Cultivate new, and maintain existing, client relationships.

• Regular meetings with clients and their advisors to fully understand their needs and objectives.

• Conduct a thorough analysis of a client’s existing portfolio and provide objective recommendations, as warranted.

• Provide advice and/or suitable financial and insurance products to meet the client’s objectives.

• Expand client base through ongoing prospecting activities.

• Work alongside our administrative and service teams to provide an exceptional client experience.

• Maintain accurate electronic and paper records in accordance with existing procedures.

• Remain abreast of current economic indicators and industry trends.

• Obtain additional licenses and certifications as required.

• Adhere to company policies and procedures.


Requirements:

• 2-5 years of relevant work experience in client-facing, consultative sales, or fiduciary roles.

• An entrepreneurial mindset with a proven track record of working with autonomy, independence, initiative, and strong interpersonal collaboration.

• Highest levels of professional ethics and integrity.

• Excellent verbal, written and presentation skills.

• Life and Health License

• FINRA Series 6/7, 65/66