Financial Services Advisor — Training & Growth

Barnum Financial Group; Glastonbury (CT); On-site; USD 42,000 - 65,000; Full time

Job summary

Barnum Financial Group is seeking a Financial Services Representative to help clients protect and grow their wealth. You’ll develop the knowledge and skills needed to provide important financial guidance.

Duties include prospecting, networking, client development, and ongoing professional training through Advisor Pro. You’ll expand relationships and deliver financial solutions while building your own practice.

Qualifications

• Strong interpersonal, organizational and communication skills.
• Self-starter who is goal oriented.
• Team player with a hearty work ethic.
• BA, BS, and/or Graduate Degree or equivalent work experience.

Responsibilities

• Prospecting, networking and obtaining clients through various methods and strategies.
• Participate in our state of the art 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 and joint work with fellow associates.

Skills

Interpersonal skills

Organizational skills

Communication skills

Self-motivated

Team player

Education

BA/BS or Graduate Degree

Job description

Barnum Financial Group is seeking a Financial Services Representative to help clients protect and grow their wealth. You’ll develop the knowledge and skills needed to provide important financial guidance.

Duties include prospecting, networking, client development, and ongoing professional training through Advisor Pro. You’ll expand relationships and deliver financial solutions while building your own practice.