Holistic Financial Advisor: Grow Client Relationships

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

Benefits offered by this job

NYSE holidays

PTO bank + birthday off

401(k) with safe harbor contribution

Health/vision/dental insurance

Job summary

Sullivan Financial Advisors is seeking a client-focused advisor to join our Essex, CT team. The role emphasizes meeting prep, client relationship management, and leading education for 401(k) plan clients, with a strong emphasis on legacy and emerging client relationships.

The ideal candidate holds Life/Disability Insurance and Series 65 licenses, a bachelor’s degree, and CFP designation, and demonstrates clear verbal and written communication while collaborating well with teammates and

Qualifications

• Bachelor's degree required; CFP designation preferred.
• Series 65 investment licenses required or equivalent.
• Strong verbal and written communication skills.

Responsibilities

• Prepare and conduct client meetings and follow-up.
• Lead on legacy and emerging client relationships.
• Lead on employee education for 401(k) plan clients.
• Maintain and build client relationships.
• Prospect qualified clients from identified profiles.
• Act as liaison between advisory and operations departments.

Skills

Communication skills

Teamwork

Client-centric

Education

Bachelor's degree

CFP designation

Series 65 license

Tools

Excel

Job description

Sullivan Financial Advisors is seeking a client-focused advisor to join our Essex, CT team. The role emphasizes meeting prep, client relationship management, and leading education for 401(k) plan clients, with a strong emphasis on legacy and emerging client relationships.

The ideal candidate holds Life/Disability Insurance and Series 65 licenses, a bachelor’s degree, and CFP designation, and demonstrates clear verbal and written communication while collaborating well with teammates and