Financial Advisor

Company DescriptionCertified Financial Services LLC is an Agency of The Guardian Life Insurance Company of America, located in Farmington, CT. Our mission is to offer innovative financial strategies and solutions that will help our clients achieve financial confidence, balance, and prosperity. We use a holistic approach to create the proper strategies that optimize wealth-building potential and financial well-being. Our specialized services cater to our clients' unique needs and offer new opportunities for financial growth.Role DescriptionThis is a full-time hybrid role for a Financial Advisor at Certified Financial Services. The Financial Advisor will assist clients with financial planning, provide financial advisory services, offer retirement planning solutions, and manage investments. This role will require working from our Farmington, CT location with some flexibility for remote work.QualificationsFinancial Planning and Finance skillsExperience in Retirement PlanningInvestment Management skillsFinancial Advisory skillsExcellent written and verbal communication skillsAbility to analyze and assess financial dataCustomer service skills and attention to detailBachelor's degree in Finance, Economics, or related field.Minimum 3 years of relevant experience in the financial services industryHold FINRA Series 7 and Series 66 licenses (or willingness to obtain within 3 months of hire)CFP designation or other financial planning certification preferredIf you're interested in learning more, please call me at 860-606-0851 or, email at cagostino@!