Insurance or Investments Sales Experience?? (Darien CT)

Insurance or Investments Sales Experience?? (Darien CT)

Transition to Certified Financial Planner Trainee

Would you like to get off of the "transactional treadmill" that has you waking up
"unemployed" every month and build a fee-based practice with a team? Want
to make warm calls to cross-sell investment relationships to existing clients of
our financial institution?

Would you like to be a part of an investment team that not only appreciates
your skill set, but also helps you attain your potential as an investment
professional? Would you like to build on your background to become a
Financial Advisor to affluent clients?

Opportunity to be a part of a successful financial advisory group specializing in
asset management for high net worth individuals and families. Ideal for enthusiastic
salesperson who'd like to be part of a successful growing fee-based team of
Financial Advisors.
Emphasis is on cross-selling to existing clients of our financial institution, with the
freedom to bring in outside clients...so we give you leads to make "warm calls!"

We are a team that values individuality and synergies ..we each have a relationship
with the clients and share the compensation..a true team- not just shared office space.
Unlimited potential for incentive and growth. Group is part of a major financial institution.
Attain your CFP with tuition reimbursement, just one part of our excellent benefits package!

Qualified candidates only please send resume to CL 513

• Location: Darien CT
• Compensation: Base salary +variable comp +benefits -including tuition reimbursement!
• Principals only. Recruiters, please don't contact this job poster.
• Please, no phone calls about this job!
• Please do not contact job poster about other services, products or commercial interests.