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Financial Services Professional

2 months ago

Wethersfield, Connecticut, United States Giombetti Associates Full time
About the Role

We are seeking a highly skilled and experienced Financial Planner/Advisor to join our team at Giombetti Associates. As a key member of our wealth management team, you will be responsible for providing exceptional client service, developing and implementing comprehensive financial plans, and building strong relationships with our clients.

Key Responsibilities:

  • Develop and present financial plans and investment advice to clients
  • Provide investment, planning, and operations support to clients
  • Gather, enter, and analyze client data to inform financial planning decisions
  • Review client insurance coverage and provide recommendations
  • Perform scheduled client review meetings to identify planning needs and opportunities
  • Analyze new financial strategies, tax, and law changes to determine their impact on clients
  • Collaborate with clients' other professional advisors to deliver holistic advice and service
  • Work with the team to streamline policies and procedures, focusing on excellent and efficient operations and client service
  • Serve as primary contact for assigned client relationships
  • Coordinate with support team members to direct the elements of the Total Client Experience

Requirements:

  • CFP designation required
  • Series 7 license and state health, life, disability, and variable annuity licenses
  • Financial planning experience preferred
  • Strong computer skills, including advanced knowledge of Microsoft Office, Excel, and PowerPoint
  • Strong math and analytical skills
  • Excellent oral, written, and interpersonal communication skills
  • Impeccable ability to maintain confidentiality and integrity
  • Effective follow-up skills and ability to meet deadlines
  • Flawless attention to detail and accuracy
  • Self-motivated with ability to work well independently and with the team
  • Professional appearance and demeanor

Benefits:

  • Vacation: 3 weeks to start, 4 weeks at year 10
  • Generous paid sick time
  • 401k with 4% employer match
  • 1 floating day per year
  • From Memorial Day to Labor Day, work 1⁄2 day on Fridays from home
  • Off for NY Stock Exchange holidays
  • Holidays: New Year's Day, Martin Luther King Jr Day, Presidents Day, Good Friday, Memorial Day, Juneteenth, July 4th, Labor Day, Thanksgiving, Christmas, with early closures before certain holidays
  • Paid parking

Compensation:

  • $80,000 - $100,000 based on experience and ability
  • Plus bonus

Background check required