Licensed Financial Advisor

- Seeking a Licensed Financial Advisor based in New Haven, CT, US- Responsibilities entail collaborating with individuals and local businesses to offer financial services and products- Key focus on safeguarding assets, promoting financial literacy, and fostering wealth accumulation- Opportunity to contribute positively to the community while exploring avenues for personal and professional growth- Emphasis on leveraging technology, effective relationship management, and crafting customized strategies for clients- Potential compensation: $130,500 achievable through meeting sales targets, not a guaranteed salary Responsibilities: • Meet with clients in New Haven, CT to understand their financial goals, concerns, and current financial situation. • Analyze client information to develop personalized financial plans with suitable strategies, products, and services. • Establish and nurture long-term relationships with clients who value your expertise and guidance. • Keep clients' financial plans up-to-date and aligned with their objectives, fostering lasting client relationships. Qualifications: • To qualify for the position of Licensed Financial Advisor in New Haven, CT, US, you must have at least 1 year of experience in the Financial Services industry. • A current Life & Health License is required for this position. • Candidates should possess Series 6/7 certifications. • Series 65/66 qualifications are optional but beneficial. Compensation: $130,500 at plan commission • • • Meet with clients in New Haven, CT to understand their financial goals, concerns, and current financial situation. • • Analyze client information to develop personalized financial plans with suitable strategies, products, and services. • • Establish and nurture long-term relationships with clients who value your expertise and guidance. • • Keep clients' financial plans up-to-date and aligned with their objectives, fostering lasting client relationships.

Created: 2024-11-05