Entry-Level Investment Advisor

4 days ago


New Haven, Connecticut, United States National Financial Network Full time
Join Our Team

We are seeking an entry-level investment advisor to join our team at National Financial Network. As a professional wealth manager, you will play a critical role in helping clients achieve their financial objectives.

The ideal candidate will possess excellent communication and interpersonal skills, a strong understanding of financial concepts, and a passion for ongoing learning and development.

About the Opportunity

This is an excellent opportunity for a motivated and driven individual to launch their career in the financial services industry.

Key Qualifications
  • A Bachelor's degree in finance, business administration, or a related field.
  • Basic knowledge of financial planning software and CRM systems.
  • A strong desire to learn and grow professionally.
What We Offer

$130,500 at plan commission.
Responsibilities:

  • Manage client relationships and provide personalized service.
  • Develop and implement tailored financial plans.
  • Stay current with industry developments and best practices.
  • Collaborate with colleagues to achieve team objectives.


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