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Financial Advisor

3 weeks ago

Norwich, CT, United States Jackson Hewitt Tax Service, Inc. Full time
Benefits:
  • Salary plus Commission
  • Support Staff
  • One of the Highest Payout in the Industry
  • Cross Selling 600 Tax preparation clients
  • Newly Renovated Office
About the Role:

We are seeking a Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to help clients achieve their financial goals and provide them with expert financial advice. Join our team and be a part of a company that is dedicated to helping individuals and families with their financial needs.

Responsibilities:
      • Provide personalized financial planning and investment advice to clients
      • Assist clients in developing strategies for meeting their financial goals
      • Monitor and analyze market trends and economic indicators
      • Stay up-to-date on industry regulations and compliance standards
      • Build and maintain strong client relationships
    • Requirements:
      • Bachelor's degree in Finance, Business, or related field
      • Series 7 and 66 licenses required
      • Life and Health License
      • Proven experience as a Financial Advisor or similar role
      • Strong analytical and communication skills
      • Ability to work independently and as part of a team
    • About Us:
      We are an established and growing financial services firm offering tax
      preparation services, wealth management, comprehensive financial planning, and advisory
      services. Our team is focused on providing personalized, high-quality
      service to individuals and businesses. We want to expand our
      financial advisory services by allowing existing tax clients to work with us to achieve their financial goals. With a current
      base of 600 tax clients, this is an excellent opportunity to build
      relationships and transition clients into financial advisory services.
      As an independent firm affiliated with LPL Financial, a highly
      respected and fully independent broker/dealer, we offer flexibility
      with no proprietary products. Additionally, we have a proven market system based on financial education that helps generate new clients, providing you with a steady stream of prospects to grow your book.
  • event licenses and certifications (e.g., Series 7, CFP)


Compensation: $4,000.00 per month

Working at Jackson Hewitt

Jackson Hewitt is an innovator with nearly 6,000 locations, and we're on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more.
Taxes are fun (really)

Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too.

PTIN Certification: Yes

By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee's job application process is specific to that franchisee and will not be communicated to any other entity.