What are the responsibilities and job description for the Financial Planner position at STRATOS?
About STRATOS
STRATOS is a leading financial services organization committed to helping individuals achieve their financial goals. We are seeking an experienced Financial Advisor to join our team in Fairfield County.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients.
- Provide expert advice on investment management, retirement planning, and wealth preservation.
- Cultivate strong relationships with clients to understand their financial needs and objectives.
- Stay up-to-date with industry trends and best practices to deliver exceptional service.
Requirements:
- Series 7 or Series 65 registration.
- 3 years of experience in financial services, including investments, retirement planning, and financial advisory services.
- Proven track record of delivering results-driven financial solutions.
- Strong communication and interpersonal skills.
Benefits:
- Opportunity to work with a sophisticated industry leader as a CEO and mentor.
- Access to cutting-edge financial tools and resources.
- Flexible working arrangements to balance work and personal life.
- Ongoing training and professional development opportunities.
