Associate Financial Advisor: Client Growth & Wealth Planning

Kestra Financial; West Hartford (CT); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid time off

Retirement Plan with Matching Contribution

Group life and disability available

Job summary

Bergenn Financial Group in West Hartford, CT, is seeking an Associate Financial Advisor to manage client relationships and deliver exceptional service in line with our client service model. Candidates should have at least 2 years' experience in the financial services industry and be fully licensed. Responsibilities include preparing for client meetings, consulting on investment strategies, and collaborating with the Lead Advisor. Benefits include paid time off and a retirement plan with matching contributions.

Qualifications

• 2+ years of experience in the financial services industry required.
• Understanding of broker/dealer operations and diverse investment products.
• Must be fully licensed with Series 7 & 66 or 7, 63 & 65.

Responsibilities

• Support Lead Advisor on book of business and manage client needs.
• Consult with clients on investment strategies and participate in reviews.
• Prepare and follow-up for client meetings.

Skills

Communication skills

Time management

Financial services knowledge

Basic computer skills

Relationship building

Tools

eMoney Advisor

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Bergenn Financial Group in West Hartford, CT, is seeking an Associate Financial Advisor to manage client relationships and deliver exceptional service in line with our client service model. Candidates should have at least 2 years' experience in the financial services industry and be fully licensed. Responsibilities include preparing for client meetings, consulting on investment strategies, and collaborating with the Lead Advisor. Benefits include paid time off and a retirement plan with matching contributions.