Financial Advisor
National Financial Network
New Haven, CT
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JOB DETAILS
SKILLS
Business Administration, Communication Skills, Customer Relationship Management (CRM) Systems, Customer Support/Service, Debt Management, Estate Planning, Finance, Finance Software, Financial Planning, Financial Services, Financial Strategy, Investment Funds, Investment Management, Mathematics, Microsoft Office, Mutual Funds, Real Estate, Retirement Planning, Risk Management, Series 7, Team Player, Technical Leadership, Wealth Management
LOCATION
New Haven, CT
POSTED
12 days ago
$130,500 At plan commission
Responsibilities:- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- Requires a Bachelor’s degree in business administration, finance, or other related field
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
Est. 1951 National Financial Network (NFN) is an established financial services firm that has provided comprehensive financial strategies for over 71 years.
Vision
To cultivate a collaborative environment that empowers the ambitious to achieve their utmost potential.
Mission
Empowering excellence with Integrity: National Financial Networks provides unparalleled service by uniting financial professionals, with leading technology, and personalized attention to enduring relationships.
Committed to the highest ethical standards we offer exceptional guidance and support leading towards financial success and well-being.
Values
Believe in what you do, do what you believe:
We help people
We never stop learning
We have fun
About the Company
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