Growth‑Oriented Financial Advisor

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

Benefits offered by this job

Personal coaching

Customized marketing support

Access to a broad range of products

Tools to manage practice and support sales

Job summary

A financial services firm in Glastonbury, Connecticut is seeking a Financial Services Representative to provide clients with crucial financial guidance. The role involves prospecting clients, developing long-term relationships, and participating in training programs. Candidates should possess strong interpersonal, organizational, and communication skills, along with a goal-oriented mindset. A BA, BS, or equivalent work experience is required. This position offers personal coaching and a wide range of support to succeed in the financial industry.

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.
• Participate in the Advisor Pro Training program.
• Develop and maintain long-term relationships with clients.
• Provide financial solutions through fact gathering and needs analyses.
• Expand knowledge and skills through ongoing professional development.

Skills

Interpersonal skills

Organizational skills

Communication skills

Goal-oriented mindset

Teamwork

Education

BA, BS, and/or Graduate Degree or equivalent work experience

Job description

A financial services firm in Glastonbury, Connecticut is seeking a Financial Services Representative to provide clients with crucial financial guidance. The role involves prospecting clients, developing long-term relationships, and participating in training programs. Candidates should possess strong interpersonal, organizational, and communication skills, along with a goal-oriented mindset. A BA, BS, or equivalent work experience is required. This position offers personal coaching and a wide range of support to succeed in the financial industry.