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Client Advisor – Athletic Background
Job in
Fairfield, Fairfield County, Connecticut, 06828, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Responsibilities
- Engage with clients to understand their comprehensive financial needs
- Provide personalized guidance to help clients achieve their financial protection and planning goals
- Design and implement tailored strategies to safeguard clients' assets and income
- Regularly review and update client’s financial plans and insurance policies
- Cultivate a robust network of clients through referrals and community involvement
- Bachelor's degree in finance, business, or a related discipline preferred
- Excellent interpersonal and communication abilities
- Strong analytical skills
- Ability to build lasting client relationships
- Experience in insurance, financial services, or business development is beneficial but not mandatory
- Willingness to obtain state insurance licenses
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