What are the responsibilities and job description for the Financial Services Representative position at Certified Financial Services?
Company Description
Certified Financial Services LLC is an Agency of The Guardian Life Insurance Company of America, located in Farmington, CT. Our mission is to offer innovative financial strategies and solutions that will help our clients achieve financial confidence, balance, and prosperity. We use a holistic approach to create the proper strategies that optimize wealth-building potential and financial well-being. Our specialized services cater to our clients' unique needs and offer new opportunities for financial growth.
Role Description
This is a full-time hybrid role for a Financial Advisor at Certified Financial Services. The Financial Advisor will assist clients with financial planning, provide financial advisory services, offer retirement planning solutions, and manage investments. This role will require working from our Farmington, CT location with some flexibility for remote work.
Qualifications
- Financial Planning and Finance skills
- Experience in Retirement Planning
- Investment Management skills
- Financial Advisory skills
- Excellent written and verbal communication skills
- Ability to analyze and assess financial data
- Customer service skills and attention to detail
- Bachelor's degree in Finance, Economics, or related field.
- Minimum 3 years of relevant experience in the financial services industry
- Hold FINRA Series 7 and Series 66 licenses (or willingness to obtain within 3 months of hire)
- CFP designation or other financial planning certification preferred
If you're interested in learning more, please call Jamani Chapman at 860-270-9098 or email her at jamani.chapman@cfsllc.com for scheduling!
