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Wealth Management Consultant

2 months ago

New Haven, Connecticut, United States National Financial Network Full time


National Financial Network is experiencing significant growth and is seeking a dedicated financial advisor to enhance our entry-level team.

The ideal candidate will possess a strong desire to acquire the essential skills in financial services necessary for proficient wealth management, assisting clients in reaching their financial aspirations.

Effective financial planning hinges on exceptional communication abilities, strong mathematical and analytical skills, along with prudent decision-making. If you align with these qualities, we encourage you to consider this opportunity.



Compensation

Potential earnings of $130,500 at plan commission, contingent upon achieving sales targets; this is not a guaranteed salary.



Key Responsibilities

  • Adopt the role of a structured yet adaptable team member, committed to ongoing education and training from colleagues.
  • Offer strategic insights regarding products, plans, investments, and other avenues to assist clients in fulfilling their financial objectives.
  • Tailor financial strategies for each client, considering their professional circumstances, life stages, and changing financial requirements.
  • Establish, nurture, and secure robust relationships with new clients, acting as their trusted financial advisor.
  • Collaborate directly with clients to develop comprehensive financial profiles, enabling you to deliver sound financial guidance based on individual financial situations, income, goals, and other wealth management factors.

Qualifications

  • Familiarity with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other relevant business or financial management tools is preferred.
  • Understanding of financial products, the financial sector, personal financial advisory roles, or financial planning responsibilities is crucial.
  • A Bachelor's degree in business administration, finance, or a related field is required.
  • Excellent communication and mathematical skills, complemented by a proven ability to cultivate strong relationships with both existing and potential clients.
  • Possession of a valid FINRA Series 7 & 63/66 is advantageous but not mandatory.