What are the responsibilities and job description for the Financial Advisor position at Thrivepoint Financial?

Thrivepoint Financial is searching for a Financial Advisor who believes they can excel within a highly motivated and growing financial services firm. The ideal candidate exudes self-motivation, has a knack for problem solving, and is looking for a fulfilling career helping clients through personal financial planning.

Key Attributes :

Health and Life Insurance License, SIE, and Series 66 required
Proficient in client prospecting
Comfortable communicating with clients
Strong writing, editing and verbal communication abilities, including correct punctuation, spelling, and grammar

Responsibilities :

Develop and actively prospect for new clients.

Analyze financial data and provide advice on investments, insurance, and other financial matters.

Identify and recommend strategies to help clients reach their financial goals.

Monitor the performance of investments and make adjustments as needed.

Stay up-to-date on market trends and changes in regulations.

Provide guidance on retirement planning, tax planning, estate planning, and other financial topics.

Apply for this job

Receive alerts for other Financial Advisor job openings

Not the job you're looking for? Here are some other Financial Advisor jobs in the Glastonbury, CT area that may be a better fit.

Associate Financial Advisor

Kestra Financial Independent Advisor, Hartford, CT

Financial Advisor

What are the responsibilities and job description for the Financial Advisor position at Thrivepoint Financial?

What is the career path for a Financial Advisor?

Not the job you're looking for? Here are some other Financial Advisor jobs in the Glastonbury, CT area that may be a better fit.

We don't have any other Financial Advisor jobs in the Glastonbury, CT area right now.

AI Assistant is available now!