Financial Planner

1 month ago

New Haven, United States National Financial Network Full time
Job DescriptionJob DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply todayCompensation:

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

Responsibilities:
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
Qualifications:
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Requires a Bachelor’s degree in business administration, finance, or other related field
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Valid FINRA Series 7 & 63/66 preferred but not required
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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