Associate Financial Advisor

Kestra Financial Independent AdvisorHartford, CT

$48,000 - $48,000 / year

Apply with Sonara

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.¹

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

Overview

Compensation

$48,000-$48,000/year

Job Description

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele. This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor. This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience.

Requirements

· Minimum 3-5 years of experience in financial advising

· Life, Health and Accident License – State of CT

· FINRA Series 7 and FINRA 66 License

· Well organized with the ability to manage time effectively with multiple priorities

· Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics

· Clean record with SEC and FINRA

Skills

- Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals
- Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients
- Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning
- Coachable and trainable to fit the culture of the company and succeed in a service-orientated business

Benefits

Annual base income $48,000 plus competitive grid payout

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

Apply with Sonara Apply manually

FAQs About Associate Financial Advisor Jobs at Kestra Financial Independent Advisor

What is the work location for this position at Kestra Financial Independent Advisor?

This job at Kestra Financial Independent Advisor is located in Hartford, CT, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Kestra Financial Independent Advisor?

Candidates can expect a pay range of $48,000 and $48,000 per year.

What employment applies to this position at Kestra Financial Independent Advisor?

The employer has not provided this information. This may be discussed during the hiring process.

What is the process to apply for this position at Kestra Financial Independent Advisor?

You can apply for this role at Kestra Financial Independent Advisor either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.