Financial Consultant - West Hartford, CT
About The Position
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals. You will support our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future. Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills. You have a steadfast commitment to your clients while making a positive impact in the community.
Requirements
- Previous success in building relationships, uncovering needs and recommending solutions.
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire.
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
- Extensive knowledge of investment solutions.
Nice To Haves
- Degree and/or other professional certifications are helpful.
- CFP or degree (can be obtained through Tuition Reimbursement program).
Responsibilities
- Engage face-to-face with customers, offering guidance and personalized planning.
- Extend the reach of the firm's brand.
- Nurture relationships with an existing client base.
- Thoughtfully introduce clients to different investment strategies.
- Bring together additional client assets while engaging in positive, client-centered discussions.
- Mentor and support customers as they look to reach their retirement goals.
- Provide comprehensive investment solutions and retirement plans to meet client needs.
- Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills.
- Demonstrate a steadfast commitment to clients while making a positive impact in the community.
Benefits
- Competitive total rewards package
- Stable base salary
- Benefit programs designed to help you and your family strike the right balance
- Training in-branch, regionally, nationally, and virtually
- Tuition Reimbursement program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
