Sullivan Financial Advisors · 2 days ago
Associate Financial Advisor
Essex, CT
Full-time
Hybrid
New Grad, Entry LevelSullivan Financial Advisors is a 20+ year-old business specializing in holistic financial planning. They are seeking an Associate Financial Advisor to prepare for and follow up on client meetings, maintain and build client relationships, and act as a liaison between advisory and operations departments.
AdviceFinanceFinancial Services
Hiring Manager
Jane Sullivan, CFP®
Responsibilities
Meeting Prep + Follow-up
Lead on C+D Clients
Lead on employee education for 401(k) Plan Clients
Client Financial Data + Model
Inbound Client (Response) Communication
Maintain & Build Client Relationships
Prospect Qualified Clients
Act as liaison between advisory and operations departments
Prep and conduct existing client review meetings
Identify additional opportunities within existing clients
Prospect within identified client profile through our internal marketing process
Qualification
Required
Life/disability Insurance and Series 65 (or equivalent) investment licenses
Hold a bachelor's degree and have completed a CFP Board-Registered Program (or be near completion)
Demonstrate an ability to verbalize and write with confidence and clarity
Excel in working with team members and working individually
Proven sales track record
Soft people skills
Benefits
Paid NYSE holidays
PTO bank + paid birthday off
401(k) with safe harbor company contribution
Health/vision/dental insurance with H.R.A. employer contribution
Company provided yoga on Friday afternoons during business hours
Company
Sullivan Financial Advisors
Sullivan Financial is a Registered Investment Advisory (RIA) Firm by design.
Founded in 2002
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase