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:

  • high school

Desired Skills:

Please see the job description for required or recommended skills.

Benefits:

Please see the job description for benefits.

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