What are the responsibilities and job description for the Financial Advisor position at Mariner Advisor Network?
Mariner Advisor Network is recruiting for a Financial Advisor to join Gilbert and Timme, LLC in Chester, CT. Gilbert and Timme, LLC is an independent financial advisor firm that always puts clients first by helping them make smart financial decisions as they create the life and legacy they want. Mariner Advisor Network serves as a strategic partner to Gilbert and Timme, LLC.
The Financial Advisor role is a full-time position and a great opportunity to join a team committed to creating an inclusive environment where everyone feels welcome and empowered to succeed. The ideal Financial Advisor will bring a minimum of four years of financial industry experience, hold a Series 7 license and be a trusted partner for clients, ensuring their needs are met with care, integrity, and professionalism.
Position will be a hybrid role, but as a key part pf a small team, the successful applicant will be expected to come into the Chester, CT office most days of the week.
Position Overview
As a Financial Advisor, your focus will be on providing outstanding support to our clients, guiding them through solutions, and maintaining their trust in our services. It is an opportunity to connect with clients, understand their needs, and offer tailored solutions.
Key Responsibilities
- Act as the primary point of contact for clients, ensuring they have a seamless and professional experience.
- Understand client needs and provide thoughtful, clear, and accurate solutions.
- Communicate effectively with internal teams to coordinate and fulfill client requests.
- Provide clients with accurate information on services, policies, and updates.
- Stay up to date with industry trends and regulations to better assist clients.
- Maintain accurate and organized client records and documentation.
- Proactively follow up with clients to resolve issues promptly.
Qualifications
- A minimum of four (4) years of financial industry experience. This will include some financial planning experience.
- 4-year Degree and Series 7 License are required.
- Additional designations (e.g., CFP®, or other relevant certifications) are a plus.
- A client-first mindset with a passion for providing excellent service.
- Strong communication and interpersonal skills, with the ability to build trust and rapport.
- Exceptional organizational skills and attention to detail.
- Ability to manage multiple tasks and adapt in a dynamic environment.
- Previous experience in a client-facing role is preferred, but a commitment to service and problem-solving is most important.
Gilbert and Timme, LLC offers comprehensive training and resources to help you excel in your role. They also offer excellent career growth opportunities and a competitive compensation and benefit package.
EOE M/F/D/V
Salary : $95,000 - $130,000
