Associate Financial Adviser

Company Description

Finn Financial Solutions is dedicated to helping clients achieve their long-term financial goals through personalized planning and strategic guidance. Whether the focus is on funding education, securing retirement, or protecting one's family, Finn Financial Solutions provides tailored solutions to meet unique financial needs. Associated with industry leaders like New York Life Insurance Company and Eagle Strategies LLC, Finn Financial Solutions offers investment advisory and insurance services. Based in East Hampton, CT, the company maintains a client-focused commitment, emphasizing professional financial advice to empower informed decisions.

Role Description

This is a full-time, hybrid role located in East Hampton, CT, with some flexibility for remote work. The Associate Financial Adviser will assist in developing financial strategies, supporting clients in achieving their financial goals. Responsibilities include analyzing financial data, preparing financial plans, providing tailored investment strategies, and guiding clients in retirement and insurance planning. The role also involves maintaining strong client relationships and staying informed of industry trends to offer informed and personalized advice.

Qualifications

• Expertise in Financial Planning, Finance, and Financial Advisory
• Knowledge of Retirement Planning and Investments
• Strong analytical, organizational, and problem-solving skills
• Exceptional communication and interpersonal abilities
• Proficiency in financial software and tools is a plus
• Relevant certifications such as CFP®, CFA, or Series 7 are preferred
• Bachelor's degree in Finance, Business, Economics, or related field
• A proactive attitude and commitment to continuous learning
• Ability to manage multiple clients while ensuring a high level of service

Industry

• Financial Services

Employment Type

Full-time