Financial Advisor at Jobot
Southington, CT 06489
About the Job
Financial Advisor
This Jobot Job is hosted by: Joe Lynch
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $100,000 - $150,000 per year
A bit about us:
Our Client, established in 1998, stands as a dynamic independent Wealth Management firm on a trajectory of growth. Our firm boasts numerous prestigious industry awards and remains steadfast in our commitment to community support. We actively contribute to charities and organizations aligned with the passions of our dedicated team.
Our close-knit team, composed of seasoned professionals with diverse backgrounds, credentials, and extensive experience, has collaborated seamlessly for nearly 15 years. This tenure has reinforced our understanding of the importance of fostering a cohesive and rewarding work environment. At [Client's Name] Wealth, we nurture a robust culture, offer competitive salaries, excellent benefits, and maintain an energetic workplace – qualities that position us as an exceptional employer of choice for advancing your career. Join us on our journey to success!
Why join us?
1. Award-Winning Excellence: At Our Client, we have earned numerous prestigious industry awards, a testament to our commitment to excellence. Joining our team means becoming part of a company that continually strives for and achieves high standards of success.
2. Community-Centric Values: We are not just a wealth management firm; we are dedicated community supporters. Our commitment to giving back is embedded in our culture, allowing you to be part of a team that actively contributes to meaningful causes aligned with your passions.
3. Collaborative Expertise: Join a team of seasoned professionals with diverse backgrounds, credentials, and extensive experience. Our collaborative environment fosters a culture of continuous learning and mutual support, ensuring that you work alongside industry experts who value growth and development.
4. Long-Term Cohesion: Experience the strength of a close-knit team that has been working together seamlessly for nearly 15 years. At Our Client, we understand the value of creating a cohesive and fulfilling work environment, offering you the opportunity to thrive in a supportive and collaborative setting.
5. Competitive Compensation and Benefits: We offer a competitive salary and excellent benefits to ensure that your dedication and expertise are duly rewarded. Your contributions are acknowledged and valued as we provide an upbeat workplace that enhances your overall job satisfaction.
6. Opportunity for Career Advancement: Our Client is committed to your professional growth. By joining our team, you align yourself with an employer of choice that provides a platform for advancing your career, backed by a strong culture and a commitment to success.
Embark on a rewarding journey with Our Client, where your skills, passion, and career aspirations find the ideal home. Join us in shaping a future of success and fulfillment.
Job Details
Job Details:
Are you a dynamic, driven, and experienced financial professional with a passion for providing top-notch financial advice? We are currently seeking a Permanent Financial Advisor to join our team. This is a fantastic opportunity to join a thriving finance company where you will have the chance to make a real difference to our clients' financial futures. This role will require you to use your expertise in investments, retirement planning, and estate planning to provide comprehensive financial advice to our clients. If you thrive in a fast-paced environment and are committed to providing excellent customer service, we would love to hear from you.
Responsibilities:
As a Permanent Financial Advisor, your primary responsibilities will include:
1. Providing comprehensive financial planning advice to clients, including investment management, retirement planning, and estate planning.
2. Building and maintaining strong relationships with clients, understanding their financial goals and needs, and providing tailored advice.
3. Keeping up-to-date with market trends and changes in the financial industry to ensure advice provided is relevant and beneficial.
4. Collaborating with other financial professionals to develop innovative strategies for wealth management and financial planning.
5. Ensuring compliance with all industry rules and regulations.
6. Continually learning and developing your skills and knowledge in the financial industry.
Qualifications:
To be successful in this role, you will need the following qualifications:
1. A minimum of 3 years' experience as a Financial Advisor or in a similar role.
2. A Bachelor's degree in Finance, Economics, or a related field.
3. Must hold Series 7, Series 66, and Series 63 licenses.
4. Demonstrable experience in investments, retirement planning, and estate planning.
5. Excellent communication skills, both written and verbal, with the ability to explain complex financial concepts in a clear and concise manner.
6. Strong analytical and problem-solving skills with a keen eye for detail.
7. Exceptional customer service skills and a commitment to building strong relationships with clients.
8. A proactive approach to work, with the ability to work independently and as part of a team.
9. A commitment to maintaining high ethical standards and compliance with industry regulations.
10. A passion for continuous learning and professional development in the financial industry.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Joe Lynch
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $100,000 - $150,000 per year
A bit about us:
Our Client, established in 1998, stands as a dynamic independent Wealth Management firm on a trajectory of growth. Our firm boasts numerous prestigious industry awards and remains steadfast in our commitment to community support. We actively contribute to charities and organizations aligned with the passions of our dedicated team.
Our close-knit team, composed of seasoned professionals with diverse backgrounds, credentials, and extensive experience, has collaborated seamlessly for nearly 15 years. This tenure has reinforced our understanding of the importance of fostering a cohesive and rewarding work environment. At [Client's Name] Wealth, we nurture a robust culture, offer competitive salaries, excellent benefits, and maintain an energetic workplace – qualities that position us as an exceptional employer of choice for advancing your career. Join us on our journey to success!
Why join us?
1. Award-Winning Excellence: At Our Client, we have earned numerous prestigious industry awards, a testament to our commitment to excellence. Joining our team means becoming part of a company that continually strives for and achieves high standards of success.
2. Community-Centric Values: We are not just a wealth management firm; we are dedicated community supporters. Our commitment to giving back is embedded in our culture, allowing you to be part of a team that actively contributes to meaningful causes aligned with your passions.
3. Collaborative Expertise: Join a team of seasoned professionals with diverse backgrounds, credentials, and extensive experience. Our collaborative environment fosters a culture of continuous learning and mutual support, ensuring that you work alongside industry experts who value growth and development.
4. Long-Term Cohesion: Experience the strength of a close-knit team that has been working together seamlessly for nearly 15 years. At Our Client, we understand the value of creating a cohesive and fulfilling work environment, offering you the opportunity to thrive in a supportive and collaborative setting.
5. Competitive Compensation and Benefits: We offer a competitive salary and excellent benefits to ensure that your dedication and expertise are duly rewarded. Your contributions are acknowledged and valued as we provide an upbeat workplace that enhances your overall job satisfaction.
6. Opportunity for Career Advancement: Our Client is committed to your professional growth. By joining our team, you align yourself with an employer of choice that provides a platform for advancing your career, backed by a strong culture and a commitment to success.
Embark on a rewarding journey with Our Client, where your skills, passion, and career aspirations find the ideal home. Join us in shaping a future of success and fulfillment.
Job Details
Job Details:
Are you a dynamic, driven, and experienced financial professional with a passion for providing top-notch financial advice? We are currently seeking a Permanent Financial Advisor to join our team. This is a fantastic opportunity to join a thriving finance company where you will have the chance to make a real difference to our clients' financial futures. This role will require you to use your expertise in investments, retirement planning, and estate planning to provide comprehensive financial advice to our clients. If you thrive in a fast-paced environment and are committed to providing excellent customer service, we would love to hear from you.
Responsibilities:
As a Permanent Financial Advisor, your primary responsibilities will include:
1. Providing comprehensive financial planning advice to clients, including investment management, retirement planning, and estate planning.
2. Building and maintaining strong relationships with clients, understanding their financial goals and needs, and providing tailored advice.
3. Keeping up-to-date with market trends and changes in the financial industry to ensure advice provided is relevant and beneficial.
4. Collaborating with other financial professionals to develop innovative strategies for wealth management and financial planning.
5. Ensuring compliance with all industry rules and regulations.
6. Continually learning and developing your skills and knowledge in the financial industry.
Qualifications:
To be successful in this role, you will need the following qualifications:
1. A minimum of 3 years' experience as a Financial Advisor or in a similar role.
2. A Bachelor's degree in Finance, Economics, or a related field.
3. Must hold Series 7, Series 66, and Series 63 licenses.
4. Demonstrable experience in investments, retirement planning, and estate planning.
5. Excellent communication skills, both written and verbal, with the ability to explain complex financial concepts in a clear and concise manner.
6. Strong analytical and problem-solving skills with a keen eye for detail.
7. Exceptional customer service skills and a commitment to building strong relationships with clients.
8. A proactive approach to work, with the ability to work independently and as part of a team.
9. A commitment to maintaining high ethical standards and compliance with industry regulations.
10. A passion for continuous learning and professional development in the financial industry.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
100,000 - 150,000 /year