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