Independent Financial Advisor: Grow Your Client Base

Kestra Financial; Hartford (CT); Vor Ort; USD 43.200 - 52.800; Vollzeit

Zusammenfassung

Kestra Financial in Hartford, Connecticut, is seeking an associate financial advisor to support daily financial planning and client management. The ideal candidate will have 3-5 years of financial advising experience, relevant state licenses, and a strong ethical disposition.

This role offers a base income of $48,000 along with a competitive payout structure, ideal for someone eager to grow in the independent wealth management field.

Qualifikationen

• Minimum 3-5 years of experience in financial advising.
• Life, Health and Accident License - State of CT.
• FINRA Series 7 and FINRA 66 License.
• Clean record with SEC and FINRA.

Aufgaben

• Manage daily financial planning and service needs of existing clients.
• Transition your existing book of business.
• Focus on providing an excellent client experience.

Kenntnisse

Verbal Communication

Active Listening

Critical Thinking

Strong Ethics

Relationship Building

Jobbeschreibung

Kestra Financial in Hartford, Connecticut, is seeking an associate financial advisor to support daily financial planning and client management. The ideal candidate will have 3-5 years of financial advising experience, relevant state licenses, and a strong ethical disposition.

This role offers a base income of $48,000 along with a competitive payout structure, ideal for someone eager to grow in the independent wealth management field.