Exciting opportunity available for an Experienced Financial Advisor in New Haven, CT, US. Seeking a professional to engage with individuals and local businesses, providing tailored financial services and products. Key focus on asset protection, promoting financial education, and facilitating wealth growth. Chance to make a positive impact on the community while pursuing personal and professional development. Strong emphasis on utilizing technology, nurturing lasting client connections, and crafting individualized financial plans. Expected earnings: Potential to earn up to $130,500 based on achieving sales goals, not fixed salary. 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: • To be considered for the Licensed Financial Advisor position in New Haven, CT, US, applicants need a minimum of 1 year of experience in the Financial Services sector. • The role requires a valid Life & Health License. • Candidates must hold Series 6/7 certifications. • While not mandatory, having Series 65/66 qualifications would be advantageous. Compensation: $130,500 at plan commission

• 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.