financial advisor (Finance)
Benefits:
- Your Own Office with Administrative Support
- Highest Payout in Industry
- Turnkey Marketing Program
- meet with 700 existing Tax Client
About the Role:
Join HAS Wealth Management as a Financial Advisor in Danbury, CT, where you will play a crucial role in helping clients achieve their financial goals. This exciting opportunity allows you to leverage your expertise to provide personalized financial guidance and build lasting relationships with our clients.
Responsibilities:
- Conduct comprehensive financial assessments to understand clients' needs and goals.
- Develop tailored financial plans, including investment strategies and retirement options.
- Provide ongoing support and advice to clients, adjusting plans as necessary.
- Stay updated on financial products, market trends, and regulatory changes.
- Build and maintain strong relationships with clients through effective communication.
- Collaborate with team members to enhance client service and satisfaction.
- Utilize financial software and tools for analysis and reporting.
- Participate in networking events to expand client base and brand presence.
- Conduct Workshops on Social Security and Medicare, Retirement Income Planing and Taxes in Retirement
Requirements:
- Bachelor's degree in Finance, Business, or related field preferred.
- Proven experience as a financial advisor or similar role.
- Strong understanding of financial products, markets, and investment strategies.
- Relevant certifications (e.g., CFP, CFA) are a plus.
- Excellent communication and interpersonal skills.
- Ability to analyze financial data and create actionable plans.
- Proficient in financial software and Microsoft Office Suite.
- Strong ethical standards and a client-focused approach.
About Us:
HAS Wealth Management is a trusted name in financial services for over 25 years. Our commitment to customer satisfaction and personalized service has made us a favorite among clients. We pride ourselves on creating a supportive work environment where employees can thrive and make a real difference in people's financial lives.
