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Holistic Financial Advisor - Planning & Education Pro
Job in
Danbury, Fairfield County, Connecticut, 06813, USA
Listed on 2026-06-13
Listing for:
Osaic
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant -
Sales
Financial Sales
Job Description & How to Apply Below
Osaic is looking for energetic Financial Advisors to join our team in Connecticut. The role involves enhancing client relationships through holistic financial planning and sales of various products including Investment and Insurance.
Qualified candidates should have a minimum of three years in financial sales and relevant degree or experience. Responsibilities include client meetings, achieving sales goals, and providing financial education services.
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