Financial Advisor at Jackson Hewitt in Danbury, Connecticut

Posted in General Business 19 days ago.

Type: Full-Time





Job Description:

Benefits:


  • One of the Highest payouts on the industry
  • New Office and support staff
  • cross selling 800 existing tax clients
  • salary plus commission

About the Role:

We seek a Financial Advisor to join our Jackson Hewitt - 2804 team in Danbury, CT. This is an exciting opportunity to work with a leading financial services company and help clients achieve their financial goals.

Responsibilities:


  • Provide financial planning and investment advice to clients
  • Analyze financial information and make recommendations based on clients' goals
  • Assist clients with retirement planning, estate planning, and tax strategies
  • Stay up-to-date on market trends and investment opportunities
  • Build and maintain client relationships through regular communication and meetings

Requirements:

  • Series 7 and 63, 65 or 66 licenses required
  • Minimum of 3 years of experience in financial advising
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proficiency in financial planning software and tools





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