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Job description
Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment.
Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are receiving the highest level of customer service in line with our client service model. Growth opportunities are available to advisors who develop new business.
Essential Duties and Responsibilities
Supports Lead Advisor on book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
Manage data and plans in financial planning software (eMoney Advisor)
Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation
Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
Deepen client relationships and establish credibility and rapport both in person and via phone
Clearly articulate complex concepts to customers
Proactively communicating with clients and following up on all contacts assigned
Ability to manage and prioritize multiple competing priorities daily in pursuit of business objectives
Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business
Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
Other duties as assigned
Knowledge, Skills, and/or Abilities
Strong understanding of the financial services industry and diverse investment products
Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential
Proficiency in eMoney Advisor financial planning software is strongly preferred
Excellent communication skills, both verbal and written
Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
Ability to build relationships with clients and internal partners and influence others
Requirements
Experience
The ideal candidate must have 2+ years of experience in the financial services industry with a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, ETFs, mutual funds, annuities, insurance, and managed accounts.
The ideal candidate must have a minimum of $10mm in assets under management
Certificates, Licenses, Registration
Must be fully licensed with a Series 7 & 66 or 7, 63 & 65
Life & Health licenses preferred but not required.
Benefits
Paid time off
Retirement Plan with Matching Contribution
Group life and disability are available
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.