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  • Job Number 529574
  • Type Permanent
  • Location Shelton, CT
  • Pay
  • Referral Bonus $250


Job Description:

Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Our client, a well-established and growing financial firm in Shelton, CT, is seeking to add a Financial Advisor to their team!

This Financial Advisor will have the opportunity to meet one-on-one with company leads from seminars, referrals, and existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service, always putting clients first. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects & existing clients, client relationship building, and participation in public seminars to include introducing the main Advisor.

Position Responsibilities:

  • Prepare, present, and implement customized financial plans.
  • Assist clients with annuities, life, and long-term care & managed money
  • Provide financial planning advice to include investment, insurance & retirement.
  • Develop, manage, and retain strong client relationships.
  • Assist the main Advisor with meeting individual and team goals

    Key Traits:
  • Strong initiative
  • Positive attitude
  • Ability to market to local clients.
  • Persistence
  • An entrepreneurial perspective to build a client base.
  • Persuasive ability


    Minimum Requirements:
  • College degree preferred.
  • 2 + years of financial services experience with an emphasis on sales
  • Life and Health Licensed; Series 65 preferred
  • Strong organizational, prioritization, interpersonal & management skills
  • Strong mathematical and analytical skills
  • Excellent communications skills; both verbal and written
  • Proficient with MS Office Suite (Outlook, Excel, Word & PowerPoint.
  • Experience with CRM preferred but not required.