Investment Solutions Advisor Position (Vernon)

Join the dynamic financial advisory team in Glastonbury, Connecticut as an Investment Solutions Advisor. This role is pivotal in helping clients navigate their investment goals through tailored strategies and expert advice.

In the position of Investment Solutions Advisor, you will collaborate with clients to create personalized financial plans utilizing various brokerage products. Responsibilities include triaging client needs, mitigating risk, and providing valuable coaching to referral partners. Your role emphasizes both communication and deep financial knowledge to assist clients effectively.

Key Responsibilities: • Create financial plans with diverse investment products • Recommend tailored banking and investment strategies • Manage client requests and facilitate referrals • Control risk during client consultations • Foster client relationships through proactive engagement

Requirements: • Valid Series 7 & 66 licenses mandatory • One year experience in finance or sales workplace • Exceptional goal-setting and achieving capacity • Strong collaborative and communicative skills • Detail-oriented with a strong regulatory focus

Utilize your financial expertise to guide clients towards optimal investment solutions and achieve their goals in Glastonbury. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2op459