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Financial Advisor

Torrington, CT

Posted: 10/16/2024 Industry: Financial Services Pay Rate: $60,000 - $80,000

Job Description

Be part of a dynamic financial firm in CT as a Financial Advisor and play a key role in helping clients achieve their financial goals through personalized wealth management solutions. If you are a proactive, client-focused professional with a passion for financial planning, this opportunity is right for you!

 

Location: Burlington/Torrington, CT (with potential for remote flexibility)

 

Key Responsibilities:

  • Build and manage your own book of business by actively seeking new client opportunities.
  • Develop and present comprehensive financial plans and investment strategies tailored to clients' unique needs.
  • Provide ongoing advice on financial planning and portfolio management.
  • Collaborate with the team to ensure clients receive exceptional service and customized solutions.

 

Why Work Here?

The financial firm offers a team-oriented environment committed to excellence, integrity, and client success. It fosters professional and personal growth, offering mentorship and career advancement opportunities. You’ll be joining a firm dedicated to helping clients achieve financial well-being while growing your career within a supportive, collaborative setting.

Job Requirements

Qualifications:

  • Bachelor’s degree in Finance, Economics, Business, or related field.
  • 1-5 years of experience in wealth management or financial planning.
  • Series 65 or 66 license (or willingness to obtain).
  • Strong communication skills and ability to build lasting client relationships.
  • Entrepreneurial spirit and commitment to client success.

    What's in it for you:

    • Compensation: Base salary of $60,000 - $80,000, with a performance-based revenue sharing structure.
    • Benefits: Health benefits, 401(k) plan with company match, and professional development support (e.g., CFP® certification).
    • Work-Life Balance: Flexible work arrangements and potential for remote work.

    If you’re looking for a rewarding career in financial planning with opportunities for growth, apply now!

Meet Your Recruiter

Allison Blackwood
President & CEO

After twenty years of leading and developing people across the not-for-profit, hospitality and financial industries around the country, I am thrilled to be home in NW Connecticut and the second generational owner of AEI Staffing.  I love this work because we can see the impact every day of getting businesses the talent they need to be successful, getting our friends and neighbors fulfilling work that improves their lives, and how the two together can elevate our community.   

 

When not working with my amazing team, you can find me swimming, kayaking, hiking, or reading a book with my friends and family. 

 

“The ultimate resource in economic development is people.  It is people, not capital or raw materials that develop an economy.” – Peter Drucker 

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About Torrington, CT

Explore exciting job opportunities around Torrington, Connecticut and unlock your career potential today! Nestled in the beautiful Litchfield County, Torrington offers a charming blend of small-town hospitality and big-city amenities. With its proximity to stunning natural attractions like Burr Pond State Park and Mohawk State Forest, outdoor enthusiasts will find endless opportunities for adventure. Culture seekers can enjoy the diverse art scene at Five Points Gallery and captivating performances at the Warner Theatre. Indulge in delicious New England cuisine at local eateries, or catch a game cheering on the Torrington Twisters baseball team. Embrace the vibrant community spirit and endless career growth possibilities this region has to offer. Dive into our job listings and start your journey towards a rewarding career in Torrington, Connecticut today!