Financial Advisor

Posted: Thursday, 27 March 2025
Valid Thru: Saturday, 26 April 2025
Index Requested on: 03/27/2025 07:39:00
Indexed on: 03/27/2025 07:39:00

Location: Danbury, CT, 06810, 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:
  • One of the Highest payouts on the industry
  • New Office and support staff
  • cross selling 800 existing tax clients
  • salary plus commission


About the Role:

We seek a Financial Advisor to join our Jackson Hewitt - 2804 team in Danbury, CT. This is an exciting opportunity to work with a leading financial services company and help clients achieve their financial goals.

Responsibilities:
  • Provide financial planning and investment advice to clients
  • Analyze financial information and make recommendations based on clients' goals
  • Assist clients with retirement planning, estate planning, and tax strategies
  • Stay up-to-date on market trends and investment opportunities
  • Build and maintain client relationships through regular communication and meetings

Requirements:
  • Series 7 and 63, 65 or 66 licenses required
  • Minimum of 3 years of experience in financial advising
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proficiency in financial planning software and tools

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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