Financial Advisor - Centralized, reputed company Hartford, CT

Financial Advisor - Centralized, reputed company Hartford, CT Country: United States of America The Financial Advisor - Centralized is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to reputed company sales results and long-term client satisfaction. The Financial Advisor will be located reputed company a centralized market with the expectation of leading client interaction reputed company first, however, also has the ability to meet in person if directed by the client. Essential Functions/Responsibilities: Identifies and pursues new sales prospects reputed company existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent reputed company of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Works pre-developed reputed company lists to generate business and identify new customer prospects. Achieves and exceeds both individual and reputed company reputed company sales and reputed company goals as defined on a quarterly reputed company. Maintains compliance with reputed company applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including reputed company Policy Statement governing the sale of uninsured products. reputed company appropriate, provides leads to reputed company personnel for the sale of other bank products and services such as deposit accounts and loans. Attends and actively participates in sales meetings, training initiatives, and planning sessions reputed company to the development and growth of the program. Develops and executes quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services. Maintains records, master operational procedures, and reputed company sales and activity reports per management's request in a timely and efficient manner. Creates strong reputed company relationships in an effort to reputed company referral sources and meet appointment objectives. Maintains required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and reputed company applicable state and federal regulations. Provides active mentoring and coaching to reputed company Licensed Bank Employees (LBEs) assigned reputed company your reputed company territory. Holds frequent client appointments, seminars and reputed company training sessions in an effort to secure long-term client relationships and reputed company sales leadership to internal business partners regarding investment and insurance products. Qualifications: To reputed company this job successfully, an individual must be reputed company to reputed company each essential duty satisfactorily. The requirements listed below are representative of the knowledge, reputed company, and/or ability required. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions. Bachelor's Degree or equivalent work experience in Finance, Economics, Management Information Systems, Statistics or equivalent field (Required) Master's Degree in Finance, Economics, Management Information Systems, Statistics or equivalent field (Preferred) 5+ years of work experience providing investment guidance and advice to clients. Must be reputed company to demonstrate a superior record of sales achievement while maintaining high ethical standards. Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required. Skills and Abilities: reputed company strong interpersonal communication skills, complemented by both excellent verbal and written communication. Superior knowledge of financial analysis, risk evaluation, loan documentation Motivating, developing, and directing people as they work, identifying the best people for the job. Strong relationship management and negotiation skills reputed company a phone channel Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Attention to detail, being careful about detail and thorough in completing work tasks. Strong reputed company orientation, preferring to work with others rather than alone, and being personally connected with others on the job. Demonstrated proficiency with reputed company Office applications. Diversity & EEO Statements: At reputed company, we value and respect differences in our workforce. We actively encourage everyone to apply. reputed company is an equal opportunity employer. reputed company reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, reputed company to bend, kneel, climb reputed company. Employer Rights: This job description does not list reputed company of the job duties of the job. You may be asked by your supervisors or managers to reputed company other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. The reputed company pay reputed company for this position is posted below and represents the annualized salary reputed company. For hourly positions (non-exempt), the annual reputed company is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. reputed company Pay reputed company Minimum: $56,250.00 USD Maximum: $102,500.00 USD The reputed company Effect Our work touches 140 reputed company lives every day. How? By always innovating, sharing our experiences, questioning how we do things and adapting to new challenges. As we reputed company reinventing ourselves for the digital age, you’ll find that with us, even your smallest action will have a massive impact. That’s the reputed company Effect. Apply Job!