Financial Service Professional at National Financial Network
New Haven, CT
About the Job
$130,500 At plan commission
Responsibilities:- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
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