Financial Services Professional/Financial Advisor/Investment Advisor


Financial Services Professional/Financial Advisor/Investment Advisor

Job Description

What You Are Looking for in Your Career?

You want to learn on a progressive and a defined track. We will evaluate your experience and together define the program to learn, demonstrate, implement and achieve success. If you want such a program – we are the team for you!

Your experience and achievement shape the progress and complexity of your work responsibilities. We value your abilities and what you bring to our Team.
Our collaborative culture has established systems that create success for our clients and y/our business
We can help you advance your career and knowledge while you help advance our work and success with clients.
We are looking to integrate a fully licensed (Series 7, Series 66 and CT Life & Health) and motivated financial advisor into our rapidly growing financial planning and wealth management practice.
You are an individual who is already fully licensed and has at least a small client base. Your role would be to learn our company culture and process, integrate your existing clients into our system, and to take on a servicing relationship for some of our existing clients. Once settled, we also expect you to grow your practice through our well-defined referral marketing process.



  • Developing and maintaining long-term relationships with clients
  • Providing financial solutions for clients through fact gathering and needs analysis
  • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

Required Qualifications

Regardless of past experience, our ideal candidate possesses four key traits:

  • Cultural Fit
    We are creative, inclusive and collaborative. How well would you work in this type of environment?
  • Unique Ability
    This is one or more very obvious strengths an individual has. One essential unique ability we look for in this business is someone’s unique market, or their unique skill in meeting with people and wanting to help them. What unique ability would you bring to your business?
  • Drive
    How hard are you willing to work to become successful?
  • Integrity
    Demonstrated honesty and desire to do the right thing-always.