Associate Financial Advisor - Bergenn Financial Group

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This range is provided by Kestra Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$70,000.00/yr - $/yr

Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment.

Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are receiving the highest level of customer service in line with our client service model. Growth opportunities are available to advisors who develop new business.

Essential Duties And Responsibilities

• Supports Lead Advisor on book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
• Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
• Manage data and plans in financial planning software (eMoney Advisor)
• Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation
• Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
• Deepen client relationships and establish credibility and rapport both in person and via phone
• Clearly articulate complex concepts to customers
• Proactively communicating with clients and following up on all contacts assigned
• Ability to manage and prioritize multiple competing priorities daily in pursuit of business objectives
• Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business
• Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
• Other duties as assigned

• Strong understanding of the financial services industry and diverse investment products
• Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential
• Proficiency in eMoney Advisor financial planning software is strongly preferred
• Excellent communication skills, both verbal and written
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
• Ability to build relationships with clients and internal partners and influence others

• The ideal candidate will have 2+ years of experience in the financial services industry with a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, ETFs, mutual funds, annuities, insurance, and managed accounts
• The ideal candidate should have some clients for whom they are the advisor of record

• Series 7 & 66 or 7, 63 & 65
• Life & Health licenses prefered but not required.

• Seniority level Associate

• Employment type
  
  Full-time

• Job function Other
• Industries
  
  IT Services and IT Consulting

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