Associate Financial Advisor

Bergenn Financial Group; West Hartford (CT); On-site; USD 70,000 - 110,000; Full time

Job summary

A leading financial advisory firm in West Hartford is seeking an Entry Level Financial Advisor to support client needs and deliver personalized investment strategies. The role involves managing client relationships, preparing for meetings, and engaging in marketing efforts. The ideal candidate will have a background in finance and a commitment to professionalism and customer service.

Benefits

Life insurance

Paid time off

Bonus opportunities

Qualifications

• 2+ years of experience in financial services required.
• Strong understanding of diverse investment products.

Responsibilities

• Support Lead Advisor on client service and financial planning.
• Consult with clients on investment strategies.
• Manage data and plans in financial planning software.

Skills

Communication

Time Management

Organizational Skills

Education

Bachelor’s degree in finance, accounting, or a related field

Tools

eMoney Advisor

Microsoft Office

Job description

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Helping Successful Professionals Plan and Invest for Life's Most Important Goals

Essential Duties and Responsibilities

• Supports Lead Advisor on book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
• Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
• Manage data and plans in financial planning software
• Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation
• Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
• Deepen client relationships and establish credibility and rapport both in person and via phone
• Clearly articulate complex concepts to customers
• Proactively communicating with clients and following up on all contacts assigned
• Ability to manage and prioritize multiple competing priorities daily in pursuit of business objectives
• Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business
• Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
• Other duties as assigned

Knowledge, Skills, and/or Abilities

• Strong understanding of the financial services industry and diverse investment products
• Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential
• Proficiency in eMoney Advisor financial planning software is strongly preferred
• Excellent communication skills, both verbal and written
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
• Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience

• A bachelor’s degree in finance, accounting, or a related field is preferred.
• 2+ years of experience in the financial services industry with a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, ETFs, mutual funds, annuities, insurance, and managed accounts.
• The ideal candidate should have some clients for whom they are the advisor of record.

Certificates, Licenses, Registration

• Series 7 and 63 required
• Series 65/66 preferred (or ability to obtain)

About us

Bergenn Financial Group is an independent financial planning & advisory practice in West Hartford, CT. We have a customer-centric, fast-paced, inclusive work environment.

Our work environment includes:

• Modern office setting
• Growth opportunities
• Relaxed atmosphere

Your role as a Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are receiving the highest level of customer service in line with our client service model.

Job Type: Full-time

Pay: $70,000.00 - $110,000.00 per year

• Life insurance
• Paid time off

Compensation Package:

• Bonus opportunities

Experience:

• Financial services: 2 years (Required)

License/Certification:

• Series 7 (Required)
• Series 66 (Preferred)

Ability to Commute:

• West Hartford, CT 06107 (Required)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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