Wealth Management Advisor — Flexible Growth & Impact

ProducifyX, LLC; West Hartford (CT); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Mentorship

Flexible schedule

Performance incentives

Certification sponsorship

Job summary

Greater Hartford Wealth Management of Northwestern Mutual is seeking a licensed financial advisor to provide holistic financial planning and ongoing client support. You will collaborate with a team of mentors to develop tailored retirement, investment, and insurance strategies for clients in the Hartford area.

The role offers a generous compensation structure with performance incentives, extensive training, and a strong focus on professional development and client relationships.

Qualifications

• Bachelor's degree required or equivalent.
• Strong interpersonal and communication skills essential.

Responsibilities

• Client Consultation: Understand financial goals and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies.
• Ongoing Support: Monitor plans and adjust as needed.
• Networking: Build and maintain client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Client rapport

Education

Bachelor's degree

Tools

Licensing: Series 6/63

State insurance licenses

Job description

Greater Hartford Wealth Management of Northwestern Mutual is seeking a licensed financial advisor to provide holistic financial planning and ongoing client support. You will collaborate with a team of mentors to develop tailored retirement, investment, and insurance strategies for clients in the Hartford area.

The role offers a generous compensation structure with performance incentives, extensive training, and a strong focus on professional development and client relationships.