Associate Financial Advisor

Sullivan Financial Advisors is a 20+ year-old business specializing in holistic financial planning. They are seeking an Associate Financial Advisor to lead client interactions and maintain relationships while ensuring effective financial planning processes.ResponsibilitiesMeeting Prep + Follow-upLead on Foundational + Emerging ClientsLead on employee education for 401(k) Plan ClientsClient Financial Data + ModelInbound Client (Response) CommunicationMaintain & Build Client RelationshipsProspect Qualified ClientsAct as liaison between advisory and operations departmentsPrep and conduct existing client review meetingsIdentify additional opportunities within existing clientsProspect within identified client profile through our internal marketing processSkillsLife/disability Insurance and Series 65 (or equivalent) investment licensesHold a bachelor's degree and have completed a CFP Board-Registered Program (or be near completion)Demonstrate an ability to verbalize and write with confidence and clarityExcel in working with team members and working individuallyProven sales track recordSoft people skillsBenefitsAnnual bonus based on individual production (net AUM flows for client segments served, new clients brought in, and insurance production)Overall company performanceSpecific life insurance/annuity bonus will be a % of base agent commissionPaid NYSE holidaysPTO bank + paid birthday off401(k) with safe harbor company contributionHealth/vision/dental insurance with H.R.A. employer contributionCompany provided yoga on Friday afternoons during business hoursCompany OverviewSullivan Financial is a Registered Investment Advisory (RIA) Firm by design. It was founded in 2002, and is headquartered in Essex, Connecticut, USA, with a workforce of 2-10 employees. Its website is https://sullfin.com.



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