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Servicing Financial Advisor - Connecticut

Johnson Brunetti

Position Responsibilities Develop, manage and retain strong client relationships Prepare, present and implement customized financial plans Provide holistic financial planning advice to include investment, insurance & retirement Attend and present at evening educational workshops for retiree prospects Qualifications College degree preferred 3+ years of financial service advisory experience Life insurance, Series 65 or Series 7 & 66 active licenses a must Strong mathematical and analytical skills Excellent verbal and written communication skills Ability to work in a fast-paced, evolving team environment #J-18808-Ljbffr Johnson Brunetti

Vacancy posted 1 day ago
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