Associate Financial Advisor Job at Kestra Financial Independent Advisor, Hartford, CT

czc0RFVZMUtSZU0vaFBFQnV3T0R5VzUxK0E9PQ==
  • Kestra Financial Independent Advisor
  • Hartford, CT

Job Description

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele. This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor. This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience.

Requirements

· Minimum 3-5 years of experience in financial advising

· Life, Health and Accident License – State of CT

· FINRA Series 7 and FINRA 66 License

· Well organized with the ability to manage time effectively with multiple priorities

· Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics

· Clean record with SEC and FINRA

Skills

  • Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals
  • Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients
  • Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning
  • Coachable and trainable to fit the culture of the company and succeed in a service-orientated business

Benefits

Annual base income $48,000 plus competitive grid payout

Job Tags

Full time,

Similar Jobs

Sunday Hospitality

Wedding Coordinator Job at Sunday Hospitality

 ...Job Title: Wedding Coordinator Location: Rule Of Thirds + Sunday In Brooklyn Job Type: Full-Time About Us: Sunday Hospitality...  ...months out from their big day, youll work closely with couples to plan and coordinate every detail, ensuring their wedding vision comes... 

City Light & Power, Inc

HIGH VOLTAGE JOURNEYMAN LINEMAN (MAINTENANCE ELECTRICAL WORKER) Job at City Light & Power, Inc

 ...High Voltage Journeyman Lineman (Maintenance Electrical Worker) Location: Keesler AFB, Biloxi, MS City Light & Power, Inc. (CLP) is seeking qualified High Voltage Journeyman Lineman to work on the electrical system at our client site, Keesler Air Force Base, Biloxi... 

Advanced Professional Security

Airport Security Supervisor - Denver International Airport Job at Advanced Professional Security

 ...Airport Security Supervisor Advanced Professional Security At Advanced Professional Security LLC, we provide premier security solutions to ensure client safety and peace of mind. We are currently seeking a dedicated full-time Airport Security Supervisor to join... 

AT&T

VMOD Analyst (Government) Job at AT&T

 ...Public Sector is a trusted provider of secure, IP enabled, cloud-based, network solutions and professional services to the Federal Government. We are dedicated to recruiting, developing and empowering a diverse, high-performing workforce that is passionate about what... 

6242-AMO Development Legal Entity

R&D Postdoctoral Researcher Job at 6242-AMO Development Legal Entity

 ...Johnson & Johnson is currently seeking an R&D Postdoctoral Researcher to join our Vision Team located in Milpitas CA. This is a two-year...  ...and long-term disability business accident insurance and group legal insurance. Subject to the terms of their respective plans employees...