Senior Financial Advisor - Hybrid
SNI Financial - Hartford, CT
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An established and leading Financial Advisory firm is seeking a polished and strategic Senior Financial Advisor to join the team as their newest member of their elite firm of management. This role offers a lot of flexibility and would entail 3 days a week in the office and 2 days from home.Senior Financial Advisor5 weeks PTOHybrid work schedule - three days a week in the officeGood culture and work/life balanceStrong base + bonusCheap benefitsRequirements:Minimum 5+ years of client facing and financial and retirement planning exp.Proven track record of working successfully with high-profile execs/clients on their portfolio's (i.e. investments, insurance, taxes and more)Excellent risk management skillsMust be a CFP or PFSStrong client facing presence/communication - will be in close communication with leadership and clients in the fieldConor HaddockSNI Financialconor.haddock@
Created: 2024-09-16