- Health and Life Insurance License, SIE, and Series 66 required
- Proficient in client prospecting
- Comfortable communicating with clients
- Strong writing, editing and verbal communication abilities, including correct punctuation, spelling, and grammar
-
Financial Advisor
2 weeks ago
Alera Group Wethersfield, CT, United StatesAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationsh ...
-
Financial Advisor
2 weeks ago
Alera Group Wethersfield, CT, United StatesAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? · If you enjoy working closely with clients, developing long-term relatio ...
-
Financial Advisor
5 days ago
Apex Dynamics Southwood Acres, United StatesWith nearly nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, and the specialist for insurance and retirement planning. · Join a community where collaboration is valued – and has been for 100 ye ...
-
Financial Advisor
4 days ago
Alera Group Wethersfield, CT, United StatesAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationsh ...
-
Financial Advisor
22 hours ago
Alera Group, Inc. Wethersfield, United StatesAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationsh ...
-
Financial Advisor
3 days ago
Alera Group, Inc. Wethersfield, United StatesAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationsh ...
-
Financial Advisor
2 weeks ago
Alera Group, Inc. Wethersfield, United StatesOverview: · Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-te ...
-
Financial Advisor
4 days ago
Johnson Brunetti Retirement & Investment Specialists Wethersfield, United StatesFinancial Planning Advisor · Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Do you want to have the opportunity to meet one on one with company leads that are generated from our marketing activities which include wor ...
-
Financial Advisor
2 weeks ago
Alera Group Wethersfield, CT, United States Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? · If you enjoy working closely with clients, developing long-term relatio ...
-
Financial Advisor
2 weeks ago
Alera Group Wethersfield, CT, United States Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationsh ...
-
Financial Advisor
2 weeks ago
Blue Signal Search Connecticut, United StatesFinancial Advisor · Our client is a company committed to delivering personalized administrative and benefits services that empower clients to achieve their long-term financial goals. With a strong presence in the industry and a team of experienced professionals, they offer exper ...
-
Associate Financial Advisor
2 weeks ago
Alera Group Wethersfield, CT, United StatesAre you looking to grow and be part of a successful team? Are you driven, self-motivated and · customer-focused? Would you love to be helping clients as they prepare for retirement without · the responsibility for lead generation? If you enjoy working closely with clients, develo ...
-
Associate Financial Advisor
2 weeks ago
Johnson Brunetti Retirement & Investment Specialists Wethersfield, United StatesAssociate Financial Advisor · Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to do lead generation? If you enjoy working closely with ...
-
Associate Financial Advisor
3 weeks ago
Johnson Brunetti Retirement & Investment Specialists Wethersfield, United StatesAssociate Financial Advisor · Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to do lead generation? If you enjoy working closely with ...
-
Associate Financial Advisor
3 weeks ago
Johnson Brunetti Retirement & Investment Specialists Wethersfield, United StatesAssociate Financial Advisor · Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to do lead generation? If you enjoy working closely with ...
-
Financial Advisor
3 weeks ago
M Financial Group Hartford, United StatesExperienced Financial Advisor · Position Summary: · M Financial Group · is partnering with · Lindberg & Ripple · ) to hire an experienced and self-motivated Financial Professional who can work collaboratively with our team to provide exceptional service to ultra-high-net-wor ...
-
Associate Financial Advisor
2 weeks ago
Johnson Brunetti Wethersfield, United StatesAssociate Financial Advisor · Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to do lead generation? If you enjoy working closely wit ...
-
Associate Financial Advisor
3 weeks ago
Johnson Brunetti Wethersfield, United StatesAssociate Financial Advisor · Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to do lead generation? If you enjoy working closely wit ...
-
Associate Financial Advisor
22 hours ago
Alera Group, Inc. Wethersfield, United StatesAre you looking to grow and be part of a successful team? Are you driven, self-motivated and · customer-focused? Would you love to be helping clients as they prepare for retirement without · the responsibility for lead generation? If you enjoy working closely with clients, deve ...
-
Associate Financial Advisor
2 weeks ago
Alera Group, Inc. Wethersfield, United StatesAre you looking to grow and be part of a successful team? Are you driven, self-motivated and · customer-focused? Would you love to be helping clients as they prepare for retirement without · the responsibility for lead generation? If you enjoy working closely with clients, deve ...
Associate Financial Advisor - Glastonbury, United States - Lead Advisor
Description
Our client is searching for a Financial Advisor who believes they can excel within a highly motivated and growing financial services firm.
The ideal candidate exudes self-motivation, has a knack for problem solving, and is looking for a fulfilling career helping clients through personal financial planning.
Key Attributes:
The work environment includes:
Modern office setting
Growth opportunities
Work-from-home days
The ideal candidate will have a background in finance and economics, as well as a strong understanding of investment strategies and risk management.
The Financial Advisor will be responsible for developing customized financial plans for clients, providing sound advice on investments, and ensuring that clients are informed of any changes in the financial markets.
The successful candidate will be able to build strong relationships with clients and provide them with the best possible service.
Responsibilities:
Develop and actively prospect for new clients.
Analyze financial data and provide advice on investments, insurance, and other financial matters.
Identify and recommend strategies to help clients reach their financial goals.
Monitor the performance of investments and make adjustments as needed.
Stay up-to-date on market trends and changes in regulations.
Provide guidance on retirement planning, tax planning, estate planning, and other financial topics.
#J-18808-Ljbffr