Strategic Advisor

3 weeks ago


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

Job Overview: National Financial Network is a leading financial services firm offering comprehensive financial strategies. As a Strategic Advisor, you will play a crucial role in empowering our clients to achieve their utmost potential.

About You:

  • You hold a Bachelor's degree in business administration, finance, or a related field.
  • You possess strong communication and math skills, complemented by a proven track record of building strong client relationships.

Key Responsibilities:

  1. Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects.
  2. Develop customized financial plans for each client based on their unique needs and circumstances.

Benefits:

  • A competitive salary of $130,500 at plan commission.
  • A collaborative environment that empowers excellence with integrity.

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