Financial Services Advisor: Grow Wealth for Clients

Barnum Financial Group; Shelton (CT); On-site; USD 45,000 - 65,000; Full time

Job summary

Barnum Financial Group is seeking a Financial Services Representative to provide guidance and wealth-building advice to clients. You will develop knowledge and skills in financial solutions, client needs analysis, and ongoing professional development.

The role emphasizes coaching, marketing support, broad product access, and tools to manage your practice and support the sales process.

Qualifications

• Strong interpersonal, organizational and communication skills.
• Self-starter who is goal oriented.
• Team player with a hearty work ethic.

Responsibilities

• Prospecting, networking and obtaining clients through various methods and strategies.
• Participate in our Advisor Pro Training program.
• Developing and maintaining long-term relationships with clients.
• Providing financial solutions for clients through fact gathering and needs analyses.
• Expanding personal knowledge and skills through ongoing professional development.

Skills

Interpersonal skills

Organizational skills

Communication skills

Education

BA/BS or graduate degree

Job description

Barnum Financial Group is seeking a Financial Services Representative to provide guidance and wealth-building advice to clients. You will develop knowledge and skills in financial solutions, client needs analysis, and ongoing professional development.

The role emphasizes coaching, marketing support, broad product access, and tools to manage your practice and support the sales process.