Financial Advisor and Planner for CyberCoders in Bethel, CT

Certified Financial Advisor/Planner

Seeking a Certified Financial Planner who would like to be part of an independent, nationally recognized financial planning firm.

What you will be doing:

• Provide financial planning services and investment advice to clients.
• Accountable for new business development.
• Responsible for servicing, building, and maintaining client relationships.
• Incorporate existing client base into an established fee-based Financial Planning firm.
• Monitor and manage client assets
• Prepare financial plans for prospective clients
• Implement asset allocation strategies consistent with firm philosophy.

Candidates must have:

• Certified in the state of Connecticut
• Series 7 & 65
• Strong working knowledge in the areas of estate planning, tax planning, insurance.
• Must have industry experience with high net worth clientele
• Proven track record of success in a fee-based environment.

If this sounds like you and you want to join a reputable and rapidly growing firm, then apply today!

Must be authorized to work in the United States on a full-time basis for any employer.

Skills Required
Financial Planning, Financial Advisor, Business Development, Estate Planning, Tax Planning, Insurance, Hi-Net Worth Clients, Book of Clientele, Series 7 & 63

Email your resume in Word to:
[email protected]