Raymond James Financial Services /Valley Financial Group in Avon Connecticut is looking for an established and experienced Financial Advisor to assist clients in managing their portfolios and investment strategies. The successful candidate will provide savings and protection solutions to help clients plan for all of life's circumstances, both expected and unexpected. If you're looking for a chance for great income potential, independence and flexibility, we encourage you to apply today.
DUTIES AND RESPONSIBILITIES
Evaluates clients in terms of financial needs, current holdings, and available investment capital and helps them identify their investment objectives. May provide information on a specified product or service as a part of a larger team.
Provides clients and prospective clients with information on investments and makes suitable recommendations. Seeks business through clients and potential clients. Contacts clients and potential clients in person, by telephone or by mail.
Monitors the client's portfolio and makes recommendations consistent with changes in economic and financial conditions, as well as the customer's needs and objectives. Takes newly offered investments into consideration.
SKILLS AND SPECIFICATIONS
Economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
Prepares and delivers clear, effective and professional presentations. Continuously learns investment products, industry rules and regulations and financial planning.
Uses appropriate interpersonal styles and communicates effectively both orally and in writing, and with all organizational levels. Identifies the needs of customers through effective questioning and listening techniques. Provides a high level of customer service.
EXPERIENCE
- 5+ years' industry experience as a Financial Advisor + gross production $250,000
- Series 7 and Series 66 or 63 required.
- Life, Health and Variable Annuity license
- Clean U4 record
- Experience managing assets under management (AUM) of $15+ million
- Possess strong knowledge of the investment business and strong understanding of financial planning concepts
- Experience with financial planning software
- Excellent computer, interpersonal and communication skills
Contact Edward Barry, Branch Manager at 860-674-0377 or Ed.barry@raymondjames.com or Anthony J. Braico, Branch Manager at 860-674-0377 or Anthony. Braico@Raymondjames.com for more information.
