Financial Advisor

2 weeks ago


Danbury, Connecticut, United States HAS Health Insurance and Wealth Management Full time

Company Description

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Role Description

This is a full-time on-site role for a Financial Advisor at HAS Health Insurance and Wealth Management located in Danbury, CT. The Financial Advisor will be responsible for financial planning, retirement planning, investments, and providing financial advisory services to clients on a day-to-day basis. This is a full-time position. We have a proven marketing system giving you clients daily as well as access to over 1500 insurance and tax clients

Qualifications

  • Financial Planning and Retirement Planning skills
  • Finance and Investment knowledge
  • Experience in providing Financial Advisory services
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Bachelor's degree in Finance, Economics, or related field

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