More jobs:
Servicing Financial Advisor
Job in
Wethersfield, Hartford County, Connecticut, 06129, USA
Listed on 2026-07-16
Listing for:
Johnson Brunetti
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Position Responsibilities
- 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
- College degree preferred
- 3+ years of financial service advisory experience
- Life insurance, Series 65 or Series 7 & 66 active licenses a must
- Strong mathematical and analytical skills
- Excellent verbal and written communication skills
- Ability to work in a fast-paced, evolving team environment
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