Investment Advisor

Money Concepts International; Wethersfield (CT); On-site; USD 60,000 - 100,000; Full time

Job summary

Money Concepts International in Connecticut seeks a knowledgeable Financial Advisor to guide individuals and families through comprehensive financial planning, investment management, and long‑term wealth strategies.

You will build strong client relationships, conduct detailed assessments, and develop personalized plans for retirement, rollovers, insurance, and tax‑efficient investments, while staying current on market trends and regulatory changes.

Qualifications

• Bachelor’s degree in finance, business, or related field.
• FINRA licensing (Series 7, 65/66) preferred.
• Strong understanding of retirement plans, rollovers, and investment products.
• Excellent interpersonal and presentation skills.
• High ethical standards and commitment to fiduciary responsibility.

Responsibilities

• Build and maintain strong client relationships through ongoing communication and planning.
• Conduct detailed financial assessments and develop personalized strategies.
• Provide guidance on retirement planning, rollovers, insurance, tax‑efficient strategies, and estate considerations.
• Manage investment portfolios aligned with client goals and risk tolerance.
• Stay current on market trends, regulatory changes, and financial planning best practices.
• Collaborate with internal partners to deliver a seamless client experience.

Skills

Analytical skills

Communication

Client relationship management

Financial planning

Education

Bachelor’s degree in finance, business, or related field

FINRA licensing (Series 7, 65/66)

Job description

We are seeking a knowledgeable and client‑centered Financial Advisor to join our team. In this role, you will guide individuals and families through comprehensive financial planning, investment management, and long‑term wealth strategies. The ideal candidate brings strong analytical skills, excellent communication, and a genuine commitment to helping clients achieve financial confidence.

Key Responsibilities

• Build and maintain strong client relationships through ongoing communication and planning
• Conduct detailed financial assessments and develop personalized strategies
• Provide guidance on retirement planning, rollovers, insurance, tax‑efficient strategies, and estate considerations
• Manage investment portfolios aligned with client goals and risk tolerance
• Stay current on market trends, regulatory changes, and financial planning best practices
• Collaborate with internal partners to deliver a seamless client experience

Qualifications

• Bachelor’s degree in finance, business, or related field
• FINRA licensing (Series 7, 65/66) preferred
• Strong understanding of retirement plans, rollovers, and investment products
• Excellent interpersonal and presentation skills
• High ethical standards and commitment to fiduciary responsibility