Holistic Financial Advisor - Planning & Education Pro

Osaic; Danbury (CT); On-site; USD 60,000 - 80,000; Full time

Job summary

Osaic is looking for energetic Financial Advisors to join our team in Connecticut. The role involves enhancing client relationships through holistic financial planning and sales of various products including Investment and Insurance.

Qualified candidates should have a minimum of three years in financial sales and relevant degree or experience. Responsibilities include client meetings, achieving sales goals, and providing financial education services.

Qualifications

• Three or more years of experience in financial planning/sales.
• Possess clean credit and U-4 CRD history.
• Ability to travel to multiple branches.

Responsibilities

• Leverage fee-based financial planning tools.
• Conduct Investment, Insurance, and Estate Planning sales.
• Provide Financial Education services to clients.
• Achieve activity and sales goals.

Skills

Organizational skills

Time management

Attention to detail

Client relationship management

Problem-solving skills

Education

Bachelor’s Degree or equivalent experience

FINRA and State Insurance licensing

Tools

CRM software

Job description

Osaic is looking for energetic Financial Advisors to join our team in Connecticut. The role involves enhancing client relationships through holistic financial planning and sales of various products including Investment and Insurance.

Qualified candidates should have a minimum of three years in financial sales and relevant degree or experience. Responsibilities include client meetings, achieving sales goals, and providing financial education services.