Holistic Financial Advisor: Client Relationships
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Location: Essex
Sullivan Financial Advisors is seeking a client-focused advisor to join our Essex, CT team. The role emphasizes meeting prep, client relationship management, and leading education for 401(k) plan clients, with a strong emphasis on legacy and emerging client relationships.
The ideal candidate holds Life/Disability Insurance and Series 65 licenses, a bachelor’s degree, and CFP designation, and demonstrates clear verbal and written communication while collaborating well with teammates and
The Holistic Financial Advisor:
Grow Client Relationships position in the Finance, Sales field is open for applications.
We are currently recruiting a Holistic Financial Advisor:
Grow Client Relationships for our team in Essex, CT, United States.
This is a strong opportunity to take on the Holistic Financial Advisor:
Grow Client Relationships role at Sullivan Financial Advisors.
As a Holistic Financial Advisor:
Grow Client Relationships, you will play an important part at Sullivan Financial Advisors in Essex, CT, United States.
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