About this role
Join an independent wealth management firm as a Financial Advisor in Hartford, CT. You will manage client relationships, facilitate financial planning, and source new clients to help individuals and families achieve their long-term financial goals. This role offers a competitive base salary, commissions, bonuses, and an equity program.
What we are looking for 6
- Manage client relationships and assist senior advisors
- Facilitate the financial planning process
- Discover client values, goals, and objectives
- Source and close prospective clients
- Analyze client investments and insurance policies
- Participate in trainings and educational events
Work authorization
- No visa sponsorship is available.
- Must be authorized to work without sponsorship.