We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong communication skills, and a passion for helping clients achieve their financial goals.

Responsibilities

Meet with clients to determine their financial objectives, risk tolerance, and resources.
Develop financial plans and portfolios that meet clients' needs and goals.
Provide sound investment advice and guide clients in making informed decisions.
Offer strategies for tax planning, retirement planning, and estate planning.
Continuously monitor clients' portfolios and make necessary updates.
Keep abreast of market trends, policies, and regulations that may impact clients' portfolios or invesments.
Build and maintain relationships with clients and ensure they receive top-notch service.
Develop and implement strategies to increase client base.

Requirements

Bachelor's degree in Finance or related field
5+ years' of industry experience
Active Life Insurance license
Active FINRA Series 7, and 65 or equivalent registered representative and state licenses.
Exceptional client-service skills.
Ability to work independently and collaboratively with a team.

Benefits

Competitive compensation package
Comprehensive training and development programs
Health and life insurance options
Retirement savings plans
Professional work environment

If you are interested in this position and meet the above qualifications, please submit your resume and cover letter. We look forward to hearing from you!

Charter Oak Financial

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