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 without having to prospect or build your own client base?If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you!Our well-established and growing financial firm is expanding and seeking to add a Financial Advisor to our Connecticut offices. This position is based in Wethersfield, Connecticut and the Financial Advisor must be able to travel between our satellite locations.This Financial Advisor will have the opportunity to help grow our office and meet one on one with company leads generated from workshops, referrals and TV. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first.The Financial Advisor will assist with new client onboarding, meet with our established clients and continue to grow and enhance existing client relationships by providing exceptional client service as well as resolving client inquiries.Meet yearly with existing clients for review meetingsAssist clients with annuities, managed money, life, and long-term careProvide financial planning advice to include investment, insurance & retirement to existing clients and prospectsManage and retain strong client relationshipsAssist in the onboarding of new clientsCommunicating the full range of the company’s services and capabilities to clientsResponsible for the upkeep of client data in various internal systems including the Company’s CRM

College degree preferred4 plus years of financial services experience with an emphasis on salesLife and Health Licensed; Series 65 or Series 7&66 REQUIREDCFP designation preferredStrong organizational, prioritization, interpersonal & management skillsStrong mathematical and analytical skillsExcellent communications skills; both verbal and writtenWe offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.We're an

equal opportunity employer.

All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.If you're a California resident, please read the California Consumer Privacy Act prior to applying.#LI-AM1#LI-OnsitePandoLogic. Category:Finance, Keywords:Financial Advisor, Location:Hartford, CT-06123