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]