Seeking a Licensed Financial Advisor based in New Haven, CT, US Responsibilities entail collaborating with individuals and local businesses to offer financial services and products. Key focus on safeguarding assets, promoting financial literacy, and fostering wealth accumulation. Opportunity to contribute positively to the community while exploring avenues for personal and professional growth. Emphasis on leveraging technology, effective relationship management, and crafting customized strategies for clients. Potential compensation: $130,500 achievable through meeting sales targets, not a guaranteed salary Responsibilities: • Meet with clients in New Haven, CT to understand their financial goals, concerns, and current financial situation. • Analyze client information to develop personalized financial plans with suitable strategies, products, and services. • Establish and nurture long-term relationships with clients who value your expertise and guidance. • Keep clients' financial plans up-to-date and aligned with their objectives, fostering lasting client relationships. Qualifications: • To qualify for the position of Licensed Financial Advisor in New Haven, CT, US, you must have at least 1 year of experience in the Financial Services industry. • A current Life & Health License is required for this position. • Candidates should possess Series 6/7 certifications. • Series 65/66 qualifications are optional but beneficial. Compensation: $130,500 at plan commission

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• Meet with clients in New Haven, CT to understand their financial goals, concerns, and current financial situation. •
• Analyze client information to develop personalized financial plans with suitable strategies, products, and services. •
• Establish and nurture long-term relationships with clients who value your expertise and guidance. •
• Keep clients' financial plans up-to-date and aligned with their objectives, fostering lasting client relationships.