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Financial Advisor

Sullivan Financial LLC

Sullivan Financial Advisors is seeking a client-focused advisor to join our Essex, CT team. The role emphasizes meeting prep, client relationship management, and leading education for 401(k) plan clients, with a strong emphasis on legacy and emerging client relationships. The ideal candidate holds Life/Disability Insurance and Series 65 licenses, a bachelor’s degree, and CFP designation, and demonstrates clear verbal and written communication while collaborating well with teammates and #J-18808-Ljbffr

Vacancy posted 19 hours ago
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