Financial Consultant - West Hartford, CT

The Purpose of Your Role

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand.

The Expertise We’re Looking For

• Previous success in building relationships, uncovering needs and recommending solutions
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Skills You Bring

• Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• Being coachable, collaborative, and curious are your "go to" attributes
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions, you take initiative and exceed customer expectations
• Extensive knowledge of investment solutions

The Value You Deliver

• Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
• Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
• Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
• You have a steadfast commitment to your clients while making a positive impact in the community

The Investments in You

• A competitive total rewards package, including a stable base salary, to recognize associate achievements
• Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business

Our Investments in You

• We offer a Tuition Reimbursement program to help you obtain necessary certifications

Our Investments in You

• We provide a stable base salary to recognize associate achievements
• We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business

Our Investments in You

• We offer a range of benefit programs designed to help you and your family strike the right balance

Our Investments in You

• We provide a phased rollout to a full-time onsite working model across regions and roles
• Onsite expectations are likely to evolve as the rollout continues

Our Investments in You

• We offer a range of benefits including health insurance, retirement plans, and paid time off

Our Investments in You

• We provide ongoing support and development opportunities to help you grow your career

Our Investments in You

• We offer a comprehensive onboarding process to ensure you feel supported and integrated into the company culture

Our Investments in You

• We provide a variety of resources and tools to help you succeed in your role, including access to industry experts and best practices

Pay

Competitive base salary and performance-based incentives

Schedule

Full-time, flexible schedule to accommodate your personal and professional commitments

Benefits

• Health insurance
• Retirement plans
• Paid time off
• Professional development opportunities

Skills

• Certified Financial Planner ® / CFP-®
• FINRA Series 7 & 66
• Series 07 - FINRA
• Series 63 - FINRA
• Series 65 - FINRA
• Series 66 - FINRA