Licensed Financial Advisor
3 days ago
Looking for a Licensed Financial Advisor in New Haven, CT, US
Responsibilities include working with individuals and businesses in the community to provide financial products and services.
Focus on protecting assets, enhancing financial understanding, and building wealth for the future.
Opportunity to make a positive impact in the community with growth and development prospects.
Emphasis on utilizing technology, strong relationship management, and tailored strategies for clients.
Compensation potential: $130,500 At plan commission amount achievable by meeting sales quota, not guaranteed salary.
Responsibilities
•Meet with clients in New Haven, CT to understand their financial goals, concerns, and current financial situation.
•Analyze client information to develop personalized financial plans with suitable strategies, products, and services.
•Establish and nurture long-term relationships with clients who value your expertise and guidance.
•Keep clients' financial plans up-to-date and aligned with their objectives, fostering lasting client relationships.
Qualifications
•To qualify for the position of Licensed Financial Advisor in New Haven, CT, US, you must have at least 1 year of experience in the Financial Services industry.
•A current Life & Health License is required for this position.
•Candidates should possess Series 6/7 certifications.
•Series 65/66 qualifications are optional but beneficial.
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