financial advisor

Jackson Hewitt

  • Danbury, CT
  • Permanent
  • Full-time
  • 5 days ago
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 play a crucial role in helping clients achieve their financial goals. This exciting opportunity allows you to leverage your expertise to provide personalized financial guidance and build lasting relationships with our clients.Responsibilities:
  • Conduct comprehensive financial assessments to understand clients' needs and goals.
  • Develop tailored financial plans, including investment strategies and retirement options.
  • Provide ongoing support and advice to clients, adjusting plans as necessary.
  • Stay updated on financial products, market trends, and regulatory changes.
  • Build and maintain strong relationships with clients through effective communication.
  • Collaborate with team members to enhance client service and satisfaction.
  • Utilize financial software and tools for analysis and reporting.
  • Participate in networking events to expand client base and brand presence.
  • Conduct Workshops on Social Security and Medicare, Retirement Income Planing and Taxes in Retirement
Requirements:
  • Bachelor's degree in Finance, Business, or related field preferred.
  • Proven experience as a financial advisor or similar role.
  • Strong understanding of financial products, markets, and investment strategies.
  • Relevant certifications (e.g., CFP, CFA) are a plus.
  • Excellent communication and interpersonal skills.
  • Ability to analyze financial data and create actionable plans.
  • Proficient in financial software and Microsoft Office Suite.
  • Strong ethical standards and a client-focused approach.
About Us:HAS Wealth Management is a trusted name in financial services for over 25 years. Our commitment to customer satisfaction and personalized service has made us a favorite among clients. We pride ourselves on creating a supportive work environment where employees can thrive and make a real difference in people's financial lives.

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