Financial Advisor

We are seeking a Financial Advisor to join our team at Gilbert and Timme, LLC in Chester, CT.

About Us

Gilbert and Timme, LLC is an independent financial advisor firm that prioritizes clients' needs by helping them make informed financial decisions.

Job Summary

The Financial Advisor role is a full-time position offering a great opportunity to join a team committed to creating an inclusive environment where everyone feels welcome and empowered to succeed.

Key Responsibilities:

• Act as the primary point of contact for clients, ensuring 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, including some financial planning experience.
• A 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.

About Our Team

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.

What We Offer

An inclusive environment where everyone feels welcome and empowered to succeed.