Job Description
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 an...
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 an...