Financial Advisor - Build Your Own Client Practice & Wealth

Ivy Way Placements; Shelton (CT); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive Salary with Performance-Based Bonus

Comprehensive Health Insurance

401(k) with Company Match

Continuing Education Support

Pre-Established Client Base

Professional Development Pathways

Generous PTO

Collaborative Culture

Job summary

A financial services recruitment firm in Connecticut is seeking a Financial Advisor. This role involves conducting thorough financial assessments, providing tailored financial guidance, and cultivating long-term client relationships. The ideal candidate will have a minimum of 4 years of experience in financial planning or investment advisory roles, possess strong interpersonal skills, and have a goal-oriented mindset. Competitive salary with performance-based bonuses, comprehensive health benefits, and professional development opportunities are included.

Qualifications

• Minimum of 4 years of experience in financial planning or investment advisory roles.
• Strong interpersonal, organizational, and communication skills.
• Self-starter who is goal-oriented.

Responsibilities

• Conduct financial assessments to develop personalized strategies.
• Provide tailored financial guidance in investment management and retirement planning.
• Cultivate long-term client relationships through proactive communication.
• Stay updated on industry trends and regulatory changes.

Skills

Prospecting

Networking

Interpersonal skills

Organizational skills

Communication skills

Goal-oriented

Team player

Education

BA, BS, and/or Graduate Degree

Job description

A financial services recruitment firm in Connecticut is seeking a Financial Advisor. This role involves conducting thorough financial assessments, providing tailored financial guidance, and cultivating long-term client relationships. The ideal candidate will have a minimum of 4 years of experience in financial planning or investment advisory roles, possess strong interpersonal skills, and have a goal-oriented mindset. Competitive salary with performance-based bonuses, comprehensive health benefits, and professional development opportunities are included.