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Financial Guidance Consultant

Barnum Financial Group
Shelton, CT Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 3/21/2025

Job Description

The Barnum Financial Group is seeking a skilled Financial Guidance Consultant to join our team. In this role, you will have the opportunity to leverage your personal drive, people skills, and commitment to helping others to provide important financial guidance to individuals and families.

We offer a powerful combination of support, including our extensive training program, Advisor Pro, personalized coaching, customized marketing support, and access to a broad range of products to meet client needs. Our team environment is collaborative, and we encourage continuous learning and professional growth.

Your responsibilities will include prospecting and networking to acquire new clients, participating in our training program, and developing long-term relationships with existing clients. You will also be responsible for providing financial solutions through fact gathering and needs analysis, as well as expanding your knowledge and skills through ongoing professional development.

To be successful in this role, you will need strong interpersonal, organizational, and communication skills. A self-starter with a goal-oriented approach and a team player with a strong work ethic is essential. A BA, BS, or graduate degree, or equivalent work experience, is required.

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