Associate Financial Advisor

Requirements

• Minimum 3-5 years of experience in financial advising
• Life, Health and Accident License - State of CT
• FINRA Series 7 and FINRA 66 License
• Well organized with the ability to manage time effectively with multiple priorities
• Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics
• Clean record with SEC and FINRA

Skills

• Trustworthy, sincere, charismatic and social disposition
• Able to start up and hold conversations with a diverse demographic of individuals
• Demonstrate a deep understanding of financial markets
• Can effectively simplify complex financial concepts while building relationships with clients
• Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning
• Coachable and trainable to fit the culture of the company and succeed in a service-orientated business

Benefits

Annual base income $48,000 plus competitive grid payout