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financial advisor
financial advisorJackson Hewitt - 2804 • Danbury, CT, US
financial advisor

financial advisor

Jackson Hewitt - 2804 • Danbury, CT, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

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 empower clients to achieve their financial goals. This role offers an exciting opportunity to provide personalized financial solutions while being part of a trusted team dedicated to client success. We are looking to add an additional team member to help us with our marketing efforts an existing tax clients.

This is an opportunity to own you own book

Responsibilities :

  • Conduct comprehensive financial assessments to understand client needs and goals.
  • Develop tailored financial plans and investment strategies for clients.
  • Provide ongoing support and guidance to clients regarding financial decisions.
  • Stay updated on industry trends and regulatory changes affecting financial planning.
  • Build and maintain strong client relationships through regular communication.
  • Collaborate with team members to enhance service offerings and client satisfaction.
  • Utilize financial software and tools to analyze data and generate reports.
  • Participate in community outreach to promote financial literacy and Jackson Hewitt services.

    • Requirements :

  • Bachelor's degree in finance, business, or related field preferred.
  • Relevant financial advisor experience, ideally in a client-facing role.
  • Strong communication and interpersonal skills to build trust with clients.
  • Knowledge of investment products, financial markets, and tax regulations.
  • Possession of relevant licenses (e.g., Series 7, Series 66) is a plus.
  • Ability to analyze financial data and make sound recommendations.
  • Proficient in financial planning software and Microsoft Office Suite.
  • Positive attitude and a passion for helping others achieve financial success.

    • About Us :

    Jackson Hewitt has been a leader in the tax preparation industry for over 30 years, providing exceptional service to clients across the nation. Our commitment to customer satisfaction and employee development makes us a great place to work, where you can grow your career while making a real difference in people's financial lives.

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    Financial Advisor • Danbury, CT, US