Associate Financial Advisor - Bergenn Financial Group, Connecticut

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 will 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 should have some clients for whom they are the advisor of record.

Certificates, Licenses, Registration

Series 7 & 66 or 7, 63 & 65

Life & Health licenses prefered but not required.

Benefits

Paid time off

Retirement Plan with Matching Contribution

Group life and disability are available