Financial Consultant

Company: National Financial Network
Location: New Haven
Posted on: October 23, 2024

Job Description:

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

Responsibilities:

--- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
--- Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
--- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
--- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
--- Serve as a collaborative team player willing to further development through continued training opportunities


Qualifications:

--- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
--- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
--- A Bachelor's degree in finance, business administration, or alternate related analytical field is required
--- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
--- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary


About Company:
Est. 1951 National Financial Network (NFN) is an established financial services firm that has provided comprehensive financial strategies for over 71 years.

Vision

To cultivate a collaborative environment that empowers the ambitious to achieve their utmost potential.

Mission

Empowering excellence with Integrity: National Financial Networks provides unparalleled service by uniting financial professionals, with leading technology, and personalized attention to enduring relationships.

Committed to the highest ethical standards we offer exceptional guidance and support leading towards financial success and well-being.

Values

Believe in what you do, do what you believe:

We help people

We never stop learning

We have fun

Keywords: National Financial Network, Chicopee , Financial Consultant, Accounting, Auditing , New Haven, Massachusetts