Senior Investment Advisor - CT Licensed
Job Summary
A company is looking for a Senior Investment Advisor responsible for managing client relationships and providing financial guidance.
Key Responsibilities
- Manage new and ongoing client relationships within the In Plan Advice product suite
- Provide objective guidance and advice to plan participants to drive retirement readiness outcomes
- Model industry-leading sales best practices and ensure compliance with fiduciary standards
Required Qualifications and Education
- College degree is required
- 5+ years of financial services or related experience preferred
- Required Licensure: Series 6 or 7, 63, 65/66, 26 or 24
- Additional recognition (MBA, CFP, CFA or other approved designation) will be supported
- Strong understanding of retirement and retirement income planning
COMPLETE JOB DESCRIPTION
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