Job Description
Become a Comprehensive Financial Advisor at our West Hartford office, Connecticut, and help clients reach their financial dreams. This role blends advising, client relationship management, and in-depth investment knowledge.
As a Comprehensive Financial Advisor, you will assess and respond to client financial requirements, crafting individualized plans using a variety of brokerage solutions. Key duties include risk management, client referrals, and maintaining SAFE Act compliance through continuous learning and certification.
Key Responsibilities:
• Consult with clients to outline financial goals
• Develop investment strategies tailored to client needs
• Refer client inquiries to suitable internal resources
• Evaluate and mitigate risk in client dealings
• Identify new client acquisition opportunities through networking
Requirements:
• Must possess Series 7 & 66 licenses
• At least one year of experience in financial services
• Proven track record of mee...
As a Comprehensive Financial Advisor, you will assess and respond to client financial requirements, crafting individualized plans using a variety of brokerage solutions. Key duties include risk management, client referrals, and maintaining SAFE Act compliance through continuous learning and certification.
Key Responsibilities:
• Consult with clients to outline financial goals
• Develop investment strategies tailored to client needs
• Refer client inquiries to suitable internal resources
• Evaluate and mitigate risk in client dealings
• Identify new client acquisition opportunities through networking
Requirements:
• Must possess Series 7 & 66 licenses
• At least one year of experience in financial services
• Proven track record of mee...