Financial Advisor

5 days ago

New Haven, United States National Financial Network Full time
Job DescriptionJob DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process todayCompensation:

$130,500 At plan commission

Responsibilities:
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Qualifications:
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Requires a Bachelor’s degree in business administration, finance, or other related field
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
About Company

Est. 1951 National Financial Network (NFN) is an established financial services firm that has provided comprehensive financial strategies for over 71 years.

Vision

To cultivate a collaborative environment that empowers the ambitious to achieve their utmost potential.

Mission

Empowering excellence with Integrity: National Financial Networks provides unparalleled service by uniting financial professionals, with leading technology, and personalized attention to enduring relationships.

Committed to the highest ethical standards we offer exceptional guidance and support leading towards financial success and well-being.

Values

Believe in what you do, do what you believe:

We help people

We never stop learning

We have fun

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