Financial Advisor
Posted:
Wednesday, 26 March 2025
Valid Thru:
Friday, 25 April 2025
Index Requested on:
03/26/2025 13:33:42
Indexed on:
03/26/2025 13:33:42
Location:
Norwich, CT, 06360, US
Industry:
Advertising and Public Relations
Occupational Category:
13-0000.00 - Business and Financial Operations
Type of Employment: FULL_TIME
Jackson Hewitt is hiring!
Description:
Benefits: - Salary plus Commission
- Support Staff
- One of the Highest Payout in the Industry
- Cross Selling 600 Tax preparation clients
- Newly Renovated Office
About the Role: We are seeking a Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to help clients achieve their financial goals and provide them with expert financial advice. Join our team and be a part of a company that is dedicated to helping individuals and families with their financial needs.
Responsibilities: - Provide personalized financial planning and investment advice to clients
- Assist clients in developing strategies for meeting their financial goals
- Monitor and analyze market trends and economic indicators
- Stay up-to-date on industry regulations and compliance standards
- Build and maintain strong client relationships
- Requirements:
- Bachelor's degree in Finance, Business, or related field
- Series 7 and 66 licenses required
- Life and Health License
- Proven experience as a Financial Advisor or similar role
- Strong analytical and communication skills
- Ability to work independently and as part of a team
- About Us:
We are an established and growing financial services firm offering tax
preparation services, wealth management, comprehensive financial planning, and advisory
services. Our team is focused on providing personalized, high-quality
service to individuals and businesses. We want to expand our
financial advisory services by allowing existing tax clients to work with us to achieve their financial goals. With a current
base of 600 tax clients, this is an excellent opportunity to build
relationships and transition clients into financial advisory services.
As an independent firm affiliated with LPL Financial, a highly
respected and fully independent broker/dealer, we offer flexibility
with no proprietary products. Additionally, we have a proven market system based on financial education that helps generate new clients, providing you with a steady stream of prospects to grow your book.
- event licenses and certifications (e.g., Series 7, CFP)
Responsibilities:
Please review the job description.
Educational requirements:
Desired Skills:
Please see the job description for required or recommended skills.
Benefits:
Please see the job description for benefits.
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