National Financial Network • New Haven, CT, US
Posted 2 days ago
Description
Exciting opportunity available for an Experienced Financial Advisor in New Haven, CT, US. Seeking a professional to engage with individuals and local businesses, providing tailored financial services and products. Key focus on asset protection, promoting financial education, and facilitating wealth growth. Chance to make a positive impact on the community while pursuing personal and professional development. Strong emphasis on utilizing technology, nurturing lasting client connections, and crafting individualized financial plans. Expected earnings: Potential to earn up to $130,500 based on achieving sales goals, not fixed salary.
Responsibilities
* Conduct meetings with clients in New Haven, CT to gain insights into their financial aspirations, worries, and existing financial standing.
* Evaluate client data to create tailored financial blueprints incorporating appropriate strategies, products, and services.
* Cultivate and maintain enduring connections with clients who appreciate your knowledge and support.
* Ensure clients' financial plans are current and in line with their goals to foster enduring client partnerships.
Qualifications
* To be considered for the Licensed Financial Advisor position in New Haven, CT, US, applicants need a minimum of 1 year of experience in the Financial Services sector.
* The role requires a valid Life & Health License.
* Candidates must hold Series 6/7 certifications.
* While not mandatory, having Series 65/66 qualifications would be advantageous.
Compensation
$130,500 at plan commission
About National Financial Network
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:
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