Financial Advisor - Wealth Management
$80,000–$120,000 year
On-siteEssex, Connecticut, United States
Essex, Connecticut, United StatesOn-siteFull Time$80,000–$120,000 year
Full Time
Job Summary
Conduct client review meetings, lead emerging client acquisition, and manage inbound/outbound communications to maintain and build relationships with high-net-worth Connecticut clients. Prepare and update client financial data models while acting as the liaison between advisory and operations departments. Identify additional opportunities within existing accounts and prospect qualified prospects through internal marketing processes. Schedule and execute outreach check-ins, review meetings, and close AUM and insurance premiums to meet weekly and monthly targets.
Required Qualifications
- Life/disability Insurance and Series 65 (or equivalent) investments licenses
- Bachelor's degree
- CFP® (Certified Financial Planner) designation
- Demonstrated experience in Life Insurance, annuities, and investment advisory services
- Demonstrate an ability to verbalize and write with confidence and clarity
- Proven sales & client retention track record
- Soft people skills
Desired Qualifications
- Experience working with Connecticut shoreline women, 40-55, head of household and decision-makers, with $1M+ investable assets
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