About this opportunity
Sullivan Financial Advisors lists this Holistic Financial Advisor: Grow Client Relationships opportunity in essex, Missouri. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Sullivan Financial Advisors is seeking a client-focused advisor to join our Essex, CT team. The role emphasizes meeting prep, client relationship management, and leading education for 401(k) plan clients, with a strong emphasis on legacy and emerging client relationships.
The ideal candidate holds Life/Disability Insurance and Series 65 licenses, a bachelor’s degree, and CFP designation, and demonstrates clear verbal and written communication while collaborating well with teammates and
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.