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Wealth Management Advisor

2 months ago

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

Our organization is experiencing significant growth and is in search of a dedicated financial planner to join our entry-level team. The ideal candidate will possess a strong desire to master the financial services industry, essential for effective wealth management, aimed at assisting clients in reaching their financial aspirations.

Key Responsibilities:

  • Adopt the role of a structured yet adaptable team member, willing to engage in ongoing education and training from peers.
  • Offer strategic advice on products, plans, investments, and other avenues to support clients in achieving their financial objectives.
  • Tailor financial strategies for each client based on their professional circumstances, life stages, and changing financial requirements.
  • Establish, nurture, and maintain robust relationships with new clients, acting as their trusted financial consultant.
  • Collaborate directly with clients to develop comprehensive financial profiles, enabling you to provide sound financial guidance based on individual financial situations, income, goals, and other factors affecting wealth management.

Qualifications:

  • Familiarity with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other relevant business or financial management tools is preferred.
  • Understanding of financial products, the financial sector, and the roles of personal financial advisors or planners is crucial.
  • A Bachelor's degree in business administration, finance, or a related field is required.
  • Exceptional communication and mathematical skills, complemented by a proven ability to build strong relationships with both existing and potential clients.
  • Possession of a valid FINRA Series 7 & 63/66 is advantageous but not mandatory.

About National Financial Network
Founded in 1951, National Financial Network (NFN) is a well-established financial services firm that has been delivering comprehensive financial strategies for over 71 years.

Vision:
To foster a collaborative environment that empowers individuals to reach their highest potential.

Mission:
To empower excellence with integrity: National Financial Network provides unparalleled service by connecting financial professionals with cutting-edge technology and personalized attention to build lasting relationships.

Core Values:
We believe in our mission and act accordingly:
We assist individuals
We are committed to continuous learning
We embrace enjoyment in our work