Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.
We are helping our client in Glastonbury, hire a Financial Advisor who believes they can excel within a highly motivated and growing financial services firm. The ideal candidate exudes self-motivation, has a knack for problem solving, and is looking for a fulfilling career helping clients through personal financial planning.
Key Attributes:
· Health and Life Insurance License, SIE, and Series 66 required
· Proficient in client prospecting
· Comfortable communicating with clients
· Strong writing, editing and verbal communication abilities, including correct punctuation, spelling, and grammar
Our work environment includes:
We are looking for a Financial Advisor to join our team and provide expert advice to our clients. The ideal candidate will have a background in finance and economics, as well as a strong understanding of investment strategies and risk management. The Financial Advisor will be responsible for developing customized financial plans for clients, providing sound advice on investments, and ensuring that clients are informed of any changes in the financial markets. The successful candidate will be able to build strong relationships with clients and provide them with the best possible service.
Responsibilities:
Job Type: Full-time
Salary: $70,000.00 - $100,000.00 per year
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