Financial Advisor - New Haven Connecticut

Company: National Financial Network
Location: New Haven, Connecticut
Posted On: 01/15/2025

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Responsibilities:

--- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
--- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
--- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
--- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
--- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management


Qualifications:

--- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
--- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
--- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
--- A Bachelor's degree in finance, business administration, or alternate related analytical field is required
--- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients


About Company:
Est. 1951 National Financial Network (NFN) is an established financial services firm that has provided comprehensive financial strategies for over 71 years.

Vision

To cultivate a collaborative environment that empowers the ambitious to achieve their utmost potential.

Mission

Empowering excellence with Integrity: National Financial Networks provides unparalleled service by uniting financial professionals, with leading technology, and personalized attention to enduring relationships.

Committed to the highest ethical standards we offer exceptional guidance and support leading towards financial success and well-being.

Values

Believe in what you do, do what you believe:

We help people

We never stop learning

We have fun More...

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