Client Engagement & Closing Financial Advisor

Retirement Income Source SFG; West Derry (NH); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

100% employer-covered medical benefits

Dental & vision plans

Short and long-term disability

PTO + 10 NYSE holidays

401K with company match

Free onsite parking

Company-provided laptop

Job summary

Retirement Income Source SFG in Londonderry, NH is seeking an experienced Financial Advisor focused on client interactions and closing business. The role lets our marketing team handle prospecting while you concentrate on meeting clients and delivering outstanding service.

You'll work with a strong support team, stay current on industry trends, and help clients reach their financial goals. This exempt, on-site position offers growth in a collaborative, performance-driven culture.

Qualifications

• 3-5 years of experience as a Financial Advisor.
• Series 65, 66, and/or CFP.
• Proven track record of client engagement and closing business.
• Strong interpersonal and communication skills.
• Ability to thrive in a collaborative environment.
• A passion for helping clients achieve financial goals.

Responsibilities

• Engage with clients to understand financial needs and develop customized solutions.
• Close new business opportunities without prospecting or marketing.
• Collaborate with our strong support team to enhance client service.
• Maintain up-to-date knowledge of industry trends and regulations.

Skills

Client engagement

Closing sales

Communication

Team collaboration

Education

Series 65

Series 66

CFP certification

Tools

Microsoft Office

CRM software

Job description

Retirement Income Source SFG in Londonderry, NH is seeking an experienced Financial Advisor focused on client interactions and closing business. The role lets our marketing team handle prospecting while you concentrate on meeting clients and delivering outstanding service.

You'll work with a strong support team, stay current on industry trends, and help clients reach their financial goals. This exempt, on-site position offers growth in a collaborative, performance-driven culture.