Financial Advisor

About Us:

Barron Financial Group, LLP is a leading financial advisory and portfolio management firm in Torrington, CT, dedicated to providing intelligent and prudent financial advice and personalized wealth management solutions to a diverse group of clients. We serve individuals, business owners, professionals, and not-for-profit organizations, delivering tailored financial strategies that meet their unique needs. Join our passionate team and become part of a company that values integrity, excellence, and community involvement.

Job Purpose:

We are seeking a highly motivated and results-driven Financial Advisor to join our team. The ideal candidate will be responsible for building and managing their own book of business, developing long-term client relationships, and providing comprehensive financial planning and investment advice. This role is ideal for a self-starter with a strong sales background and a commitment to delivering exceptional client service.

Key Responsibilities:

● Prospect, cultivate, and manage your own book of business by actively seeking new client opportunities through networking, community involvement, and marketing initiatives.

● Develop and execute firm marketing and prospecting strategies to generate leads and engage new clients.

● Conduct discovery meetings to understand clients’ financial goals and present customized solutions that align with their needs.

● Explain the benefits of our fee-only, fiduciary model to prospective clients, promoting Barron Financial Group’s value proposition with confidence and clarity.

● Collaborate with our team to prepare and present comprehensive financial plans, investment strategies, and portfolio management services.

● Represent Barron Financial Group within your community, becoming a trusted resource and advocate for the firm’s services.

● Stay current with industry trends, regulations, and best practices to provide clients with up-to-date advice and recommendations.

● Other duties as assigned.

Requirements:

● Bachelor’s degree in Finance, Economics, Business, or a related field.

● Series 65 or 66 license required (or willingness to obtain one if holding other securities licenses).

● 1-5 years of experience in wealth management, financial planning, or a related field.

● Strong understanding of investment strategies, financial planning principles, and market dynamics.

● Excellent interpersonal skills, with the ability to build and maintain client relationships.

● Strong work ethic, self-management skills, and the ability to thrive in a goal-oriented environment.

Preferred Qualifications:

● CFP® designation or additional financial credentials (e.g., AWMA®).

● Master’s degree or MBA.

● Experience working within a Registered Investment Advisory (RIA) firm.

What We're Looking For:

We are looking for an entrepreneurial, client-focused professional with a passion for financial planning and a proven ability to build and manage client relationships. The ideal candidate is proactive, adaptable, and committed to providing exceptional service to clients while growing their own book of business within the Barron Financial Group model.

What We Offer:

● Base Salary: $60,000 - $90,000, commensurate with experience and qualifications.

● Revenue Sharing: Generous performance-based revenue sharing structure, rewarding your contributions to the firm’s success.

● Bonuses: To recognize your achievements and client impact. Additional rewards for assets brought in from your previous book of business.

● Health Benefits: Flexible health benefits available to support your well-being.

● 401(k) Plan: Including a company match to support your retirement goals.

● Expense Reimbursement: Reimbursement for eligible work-related expenses.

● Professional Growth: Access to training, certification support (e.g., CFP®), and career advancement opportunities.

● Work-Life Balance: Flexible work arrangements and potential for remote work.

● Additional Benefits: Paid time off, personal time, holidays, and a supportive team environment.

Career Path & Growth:

This role offers significant potential for career growth within Barron Financial Group. We support your professional development with continuous learning opportunities, mentorship, and clear paths for advancement. You’ll have the opportunity to build your own client base and shape your career trajectory in alignment with your ambitions.

Why Join Us:

At Barron Financial Group, we are committed to helping our clients achieve their financial goals while supporting the growth and development of our team members. Be part of a firm that values integrity, collaboration, and client success. Make a meaningful impact on clients’ financial well-being and build a rewarding career in a supportive and dynamic environment.

Job Type: Full-time

Year 1 Pay Range Estimate: $60,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off
• Paid training
• Retirement plan

Compensation Package:

• Bonus opportunities
• Commission/Revenue share

Education:

• Bachelor's (Required)

Experience:

• Financial Advising/Related: 1 year (Required)
• Work Location: In person