Licensed Financial Advisor

1 month ago

New Haven, United States National Financial Network Full time
Job DescriptionJob Description

As a Financial Representative, you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities, and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.

We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management, and customized strategies for consumers and businesses.


Compensation:

  • $130,500 At plan commission amount is the potential to be earned by meeting a sales quota; it's not a guarantee of salary
Compensation:

$130,500 at plan commission

Responsibilities:

If you are…

  • A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity, and a passion for succeeding.
  • Desire to help others achieve their goals and dreams through cultivating long-term relationships.
  • Ambitious, entrepreneurial, and looking for career growth and development.


What you’ll be doing…

  • Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products, and services.
  • Develop and maintain a base of clients who value your input and guidance.
  • Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will last for years.
Qualifications:
  • You have 1+ years of experience in the Financial Services industry
  • You have current Life & Health License
  • You have Series 6/7
  • Optional Series 65/66
About Company

Est. 1951 National Financial Network (NFN) is an established financial services firm that has provided comprehensive financial strategies for over 71 years.

Vision

To cultivate a collaborative environment that empowers the ambitious to achieve their utmost potential.

Mission

Empowering excellence with Integrity: National Financial Networks provides unparalleled service by uniting financial professionals, with leading technology, and personalized attention to enduring relationships.

Committed to the highest ethical standards we offer exceptional guidance and support leading towards financial success and well-being.

Values

Believe in what you do, do what you believe:

We help people

We never stop learning

We have fun

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