Holistic Financial Advisor for Growth & Impact

Sullivan Financial Advisors; Essex (CT); On-site; USD 80,000 - 120,000; Full time

Job summary

Sullivan Financial Advisors, a 20-year-old firm focused on holistic financial planning, invites a qualified advisor to join our Connecticut shoreline team and help us move toward 1 billion in assets under management within the next decade.

You will engage with a client base of women, leaders who manage $1M+ investable assets, and collaborate across advisory and operations to deliver comprehensive financial strategies.

Qualifications

• Bachelor’s degree and CFP designation are required.
• Life/disability Insurance and Series 65 investments licenses.
• Demonstrated experience in Life Insurance, annuities, and investment advisory services.
• Demonstrate an ability to verbalize and write with confidence and clarity.
• Excel in working with team members and working individually.

Responsibilities

• Meet prep and follow-ups for advisory team.
• Lead on emerging clients and on employee education for 401(k) Plan Clients.
• Maintain and update Client Financial Data + Model.
• Maintain & Build Client Relationships.
• Prospect qualified clients.
• Act as liaison between advisory and operations departments.

Skills

Client outreach

Lead generation

Communication

Team collaboration

Financial advisory

Education

Bachelor’s degree

CFP designation

Tools

Series 65 license

Life/Disability Insurance licenses

Job description

Sullivan Financial Advisors, a 20-year-old firm focused on holistic financial planning, invites a qualified advisor to join our Connecticut shoreline team and help us move toward 1 billion in assets under management within the next decade.

You will engage with a client base of women, leaders who manage $1M+ investable assets, and collaborate across advisory and operations to deliver comprehensive financial strategies.