Licensed Financial Advisor position available in New Haven, CT, US. Responsibilities include working with individuals and local businesses to provide financial services and products. Focus on protecting assets, promoting financial education, and building wealth. Opportunity to make a positive impact on the community and pursue personal and professional development. Emphasis on utilizing technology, effective client relationships, and creating tailored strategies. Potential earnings: Achievable compensation of $130,500 based on meeting sales goals, not a 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

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• 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.