Financial Services- Licensed Financial Advisor

Chelsea Groton Bank • Mystic, CT

275d

About The Position

Chelsea Groton is looking to hire motivated and dynamic individuals for our Financial Services department. Financial Advisors support individuals, families, businesses, and non-profit organizations in managing their wealth and attaining their financial objectives. They provide services such as financial planning, investment management, tax and estate planning, insurance, and financial advice. Additionally, they cultivate client relationships, network with key contacts, and collaborate with internal partners to enhance client experiences, holding the client's interest above its own in all matters.

Responsibilities

• Performs client account reviews to enhance client relationships and identify areas for improvement and to understand changes to their assets and debt, investment, estate and tax planning goals.
• Services existing Financial Services clients.
• Responds to existing client needs, concerns and questions.
• Prepares and meets prospective clients using Osaic Care Training tactics.
• Understands their financial goals and clearly explains non-FDIC products to the client.
• Follows up quickly and documents outcomes.
• Grows assets under management (AUM) and increases revenue by focusing on client driven solutions.
• Documents recommendations in Customer Relationship Management (CRM) tool.
• Uses digital tools to document appointments, calls, and client engagements.
• Monitors emails daily and responds to client communications in a timely manner.
• Maintains digital records related to setting up client accounts and tracking investment department reports.
• Actively engages with key influencers to obtain referrals for prospective clients.

Benefits

• Competitive salary
• 401(k) plan
• Paid time off
• Health benefits
• Wellness and engagement programs
• Leadership training
• Professional development
• Learning opportunities for all team members

What This Job Offers

• Industry: Credit Intermediation and Related Activities