- Analyze investment opportunities and client needs, and recommend appropriate strategies.
- Build client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management.
- Market and sell appropriate investment products, financial and wealth management services/products to clients.
- Develop and cultivate your own client base/prospect and service clients business. Prepare and deliver presentations/seminars to clients and prospects.
- Attend Financial Advisor meetings and continuing education sessions to stay current about products, services and policies.
- Comply with all industry rules and regulations.
- Build a clientele in niche or women and minority markets
- Track record of successful work experience for a period of a minimum of 5-6 years.
- Candidates with 10-15 years experience in another career field are also encouraged to apply.
- The ability to acquire Series 7 and 66 registration, and additional licensing needed to assist in building a career as a Financial Advisor. Coaching & Training Provided
- Ability to communicate effectively with co-workers and clients.
- Excellent written and oral communication skills.
- A bachelor's degree is required; MBA is a plus, and 5-6 years of business experience and proven success in a previous sales related career field
- Entrepreneur mindset, if you do not like to be micro-managed and know what you need to do in a day AND understand the concept of building a book of business with long term unlimited earning potential, then you are a perfect fit
- Professional demeanor and strong understanding of the importance of building good relationships.
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Financial Planner
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New York Life Windsor, United StatesOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. S ...
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New York Life Windsor, United States· Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals ...
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Kestra Financial Avon, United States PermanentWorking within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the financial planning continuum. · ability to lead certain firm client relationships · no production requirements or expectati ...
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Senior Financial Advisor/Planner
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Senior Financial Advisor/Planner
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Kestra Financial Independent Advisor Avon, United StatesJob Description · Job DescriptionWorking within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the financial planning continuum. · -ability to lead certain firm client relationships · -no pro ...
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Senior Financial Advisor/Planner
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Kestra Financial Avon, United StatesWorking within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the financial planning continuum. · ability to lead certain firm client relationships · no production requirements or expectati ...
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Supply Chain Manager
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Pratt & Whitney Middletown, United States**Date Posted**: · **Country**: · United States of America · **Location**: · PW102: Middletown Aircraft Rd P.O. Box 611, Middletown, CT, 06457 USA · **Position Role Type**: · Remote · Pratt & Whitney is working to once again transform the future of flight—designing, building and ...
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Assistant Town Planner
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Town of Enfield Enfield, United States**VACANCY ANNOUNCEMENT** · **PLANNING & ZONING DEPARTMENT -** · **ASSISTANT TOWN PLANNER** · **Closing Date: Until filled** · - **Salary: $69, $87,035.55 annually, based on qualifications**_ · **Hours: 35-hour work week: Monday - Friday 9:00am-5:00pm (one-hour unpaid lunch), atte ...
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Pt Universal Banker
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Berkshire Bank Longmeadow, United States**Division**: Retail Banking · **Department**: Various - Branch Network · **Reports to**: Financial Center Manager · **Status**: Non-Exempt · **Grade**: 5 · **Pay Range**: $ $27.50 · - Actual compensation within the pay range will be decided based on factors including, but not li ...
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Universal Banker
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Berkshire Bank Southwick, United States**Division**: Retail Banking · **Department**: Various - Branch Network · **Reports to**: Financial Center Manager · **Status**: Non-Exempt · **Grade**: 5 · **Pay Range**: $ $25.00 · - Actual compensation within the pay range will be decided based on factors including, but not li ...
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Associate Category Management Planner
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The Michaels Companies, Inc. Hartford, United StatesAssociate Category Management Planner page is loaded · Associate Category Management Planner · Apply · locations · Irving-Irving Corporate Office-3939 West John Carpenter Freeway · time type · Full time · posted on · Posted Yesterday · job requisition id · R · Support ...
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Magellan Health Hartford, United States Part timeThis position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal fina ...
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Magellan Health Hartford, United StatesThis position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal fina ...
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Retirement Planning Associate
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Director, Sales
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Senior Network Planner
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Financial Planner - Hartford, United States - Lifetime Recruiting Strategies
Description
DescriptionWe represent a global brand seeking proven sales professionals to join our team.
Now is your chance to start a new sales related career in the financial services industry Training is provided If you want to take control of your career and financial future then we want to talk with you.
We are looking for the best and the brightest This is NOT an entry level position We provide a base compensation training and commission.
Seeking seasoned consultative sales professionalsOverview: A Financial Advisor combines personal skills with all the resources of major global company, with the end result of helping clients realize their financial goals. Financial Advisors are provided extensive training to help them build their own business, which includes attracting and servicing relationships with their clients. Financial Advisors are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic investment consulting. They have access to a full range of wealth building, managing and preserving services throughout the Firm, including mutual funds, stocks, bonds, IRAs, credit & lending, insurance, estate planning and many other services that they will offer to their client base and the investing public.
Responsibilities:
