Expert Financial Strategist

6 days ago


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

We are seeking a skilled Licensed Financial Advisor to join our team at National Financial Network in New Haven, CT.

This role offers a unique opportunity to make a positive impact on the community while pursuing personal and professional development. With a focus on protecting assets, promoting financial education, and building wealth, you will be instrumental in helping clients achieve their financial goals.

As an experienced professional in the Financial Services sector, you will utilize your expertise to create tailored financial blueprints for clients, incorporating appropriate strategies, products, and services.

Key Responsibilities
  • Evaluate client data to develop comprehensive financial plans that meet their needs and objectives.
  • Cultivate lasting relationships with clients by providing exceptional service and support.
  • Stay up-to-date with industry developments and advancements to ensure clients receive the best possible guidance.
Requirements
  • A minimum of 1 year of experience in the Financial Services sector.
  • A valid Life & Health License is required.
  • Candidates must hold Series 6/7 certifications.
  • Series 65/66 qualifications are desirable but not mandatory.
Compensation and Benefits

The successful candidate can expect a competitive compensation package, including an achievable annual salary of $130,500 based on meeting sales goals.



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