Servicing Financial Advisor - Connecticut

Johnson Brunetti; Wethersfield (CT); On-site; USD 70,000 - 90,000; Full time

Job summary

Johnson Brunetti in Wethersfield, Connecticut is seeking a Financial Advisor to develop and manage strong client relationships. The ideal candidate will prepare and present customized financial plans and provide holistic financial advice including investment, insurance, and retirement.

Applicants should have a college degree, significant experience in financial advising, and necessary licenses. Strong communication and analytical skills are essential for success in this fast-paced environment.

Qualifications

• 3+ years of financial service advisory experience.
• Active Life Insurance, Series 65 or Series 7 & 66 licenses required.
• Strong mathematical and analytical skills.

Responsibilities

• Develop and manage strong client relationships.
• Prepare and implement customized financial plans.
• Provide holistic financial planning advice.

Skills

Client relationship management

Financial planning

Verbal communication

Analytical skills

Education

College degree

Job description

Position Responsibilities

• Develop, manage and retain strong client relationships
• Prepare, present and implement customized financial plans
• Provide holistic financial planning advice to include investment, insurance & retirement
• Attend and present at evening educational workshops for retiree prospects

Qualifications

• College degree preferred
• 3+ years of financial service advisory experience
• Life insurance, Series 65 or Series 7 & 66 active licenses a must
• Strong mathematical and analytical skills
• Excellent verbal and written communication skills
• Ability to work in a fast-paced, evolving team environment