Experienced Financial Advisor

Position available for a Licensed Financial Advisor in New Haven, CT, US. Duties involve collaborating with individuals and local businesses to offer financial services and products. Focus on safeguarding assets, advancing financial literacy, and fostering wealth accumulation. Opportunity to contribute positively to the community and pursue personal and professional growth. Emphasis on leveraging technology, cultivating strong client relationships, and developing customized strategies. Anticipated earnings : Potential compensation of $130,500 achievable by meeting sales targets, not through a fixed salary.

Compensation :

130,500 at plan commission

Responsibilities :

• Conduct meetings with clients in New Haven, CT to gain insights into their financial aspirations, worries, and existing financial standing.
• Evaluate client data to create tailored financial blueprints incorporating appropriate strategies, products, and services.
• Cultivate and maintain enduring connections with clients who appreciate your knowledge and support.
• Ensure clients' financial plans are current and in line with their goals to foster enduring client partnerships.

Qualifications :

About Company

Est. 1951 National Financial Network (NFN) is an established financial services firm that has provided comprehensive financial strategies for over 71 years.

Vision

To cultivate a collaborative environment that empowers the ambitious to achieve their utmost potential.

Mission

Empowering excellence with Integrity : National Financial Networks provides unparalleled service by uniting financial professionals, with leading technology, and personalized attention to enduring relationships.

Committed to the highest ethical standards we offer exceptional guidance and support leading towards financial success and well-being.

Values

Believe in what you do, do what you believe :

We help people

We never stop learning

We have fun

Salary : $130,500