Servicing Financial Advisor - Connecticut

Are you looking to grow professionally and be part of a successful advisory team?

Are you driven, self-motivated and customer-focused? Would you love to help clients as they prepare for retirement without having to focus on lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service and expertise, then we would like to talk to you!

Our well-established and growing financial advisory firm is expanding and seeking to add a Servicing Financial Advisor to our in office Team!

The Servicing Financial Advisor will assist with new client onboarding, meet with our established clients and continue to grow and enhance existing client relationships by providing exceptional client service, as well as resolving client inquiries.

This position is based in our Wethersfield, CT office and the candidate must be able to travel weekdays to our other Connecticut neighborhood offices to meet with clients for their convenience.

This Servicing Financial Advisor will have the opportunity to help grow our office. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service in always putting clients first.

• College degree preferred
• 3+ years of financial service advisory experience
• Life insurance, Series 65 or Series 7 & 66 active licenses are a must
• Strong mathematical and analytical skills
• Excellent verbal and written communication skills
• Ability to work in a fast-paced, evolving team environment

• Develop, manage and retain strong client relationships
• Prepare, present and implement customized financial plans
• Provide holistic financial planning advice to include investment, insurance & retirement
• Attend and present at evening educational workshops for retiree prospects