Financial Advisor
3 weeks ago
Responsibilities: · Analyze investment opportunities and client needs, and recommend appropriate strategies. · Build client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management. · Market and sell appropriate investment products, financial and wealth management services/products to clients. · Develop and cultivate your own client base/prospect and service clients business. Prepare and deliver presentations/seminars to clients and prospects. · Attend Financial Advisor meetings and continuing education sessions to stay current about products, services, and policies. · Comply with all industry rules and regulations. · Build a clientele in niche or women and minority markets
Minimum Qualifications: · Track record of successful work experience for a period of a minimum of 5-6 years. · Candidates with 10-15 years experience in another career field are also encouraged to apply. · The ability to acquire Series 7 and 66 registration, and additional licensing needed to assist in building a career as a Financial Advisor. Coaching & Training Provided · Ability to communicate effectively with co-workers and clients. · Excellent written and oral communication skills. · A bachelor's degree is required; MBA is a plus, and 5-6 years of business experience and proven success in a previous sales related career field · Entrepreneur mindset, if you do not like to be micro-managed and know what you need to do in a day AND understand the concept of building a book of business with long term unlimited earning potential, then you are a perfect fit · Professional demeanor and strong understanding of the importance of building good relationships.
Women and minority candidates are strongly encouraged to apply
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Financial Advisor
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Insurance Sales Representative
3 weeks ago
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West Hartford, Connecticut, United States Northwestern Mutual - West Hartford Full timeUnlock Your Potential as a Financial AdvisorAre you a former NCAA athlete looking for a new challenge? Do you want to leverage your skills and experience to succeed in a dynamic and rewarding career? Look no further than Northwestern Mutual - West Hartford. As a Financial Advisor, you will have the opportunity to help clients achieve their financial goals...
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