Financial Services- Licensed Financial Advisor

Licensed Financial Advisor (CE-2)

New London County, CT

Chelsea Groton is looking to hire motivated and dynamic individuals for our Financial Services department. Financial Advisors support individuals, families, businesses, and non-profit organizations in managing their wealth and attaining their financial objectives. They provide services such as financial planning, investment management, tax and estate planning, insurance, and financial advice. Additionally, they cultivate client relationships, network with key contacts, and collaborate with internal partners to enhance client experiences, holding the client's interest above its own in all matters.

Responsibilities and Requirements vary based on job level. Expectations include:

• Performs client account reviews to enhance client relationships and identify areas for improvement and to understand changes to their assets and debt, investment, estate and tax planning goals. Services existing Financial Services clients. Responds to existing client needs, concerns and questions.
• Prepares and meets prospective clients using Osaic Care Training tactics. Understands their financial goals and clearly explains non-FDIC products to the client so that the client understands that investment and insurance products are not insured by the Federal Deposit Insurance Corporation (FDIC). Follows up quickly and document outcomes.
• Grows assets under management (AUM) and increases revenue by focusing on client driven solutions that support the client's unique goals, risk tolerances and timeframe. Documents recommendation in Customer Relationship Management (CRM) tool.
• Uses digital tools to document appointments, calls, and client engagements. Monitors emails daily and responds to client communications in a timely manner. Maintains digital records related to setting up client accounts and tracking investment department reports.
• Actively engages with key influencers (centers of influence) to obtain referrals for prospective clients.

Why Choose Chelsea?

The Bank has been named a Top Workplace in Connecticut since 2016. And with good reason! Our team members are encouraged and empowered to be better, go further, and help others. And there are lots of other perks too - competitive salary, 401(k) plan, paid time off, health benefits, wellness and engagement programs, leadership training, professional development, and learning opportunities for all team members, and more! Several members of the Bank's team have been recognized in our industry and throughout the community by earning awards such as the Connecticut Bankers Association New Leaders in Banking, ICBA Forty Under 40, The Day Forty Under 40, Banking New England Women of FIRE, and more.

At Chelsea Groton, we don't just meet the expectations of our community; we exceed them in the ways we, as a mutual bank, do business, and how we support local organizations financially and through volunteerism. We are focused on bringing together the best in digital, remote, and in-person capabilities. Our approach is designed around the lives of our customers so they can manage finances when, where and how they want, and team members can provide support to our customers in more ways too.

Apply today to join a company named Best Bank by The Day (2015 - present), Top Workplace by the Hartford Courant (2016 - present), and one of Forbes Best-In-State Banks (2021, 2022)!

Responsible for adhering to Bank policies and procedures relating to regulatory compliance requirements applicable to the job function including but not limited to the Bank Secrecy Act, Anti-Money Laundering, and Fair Lending. EOE/AA/M/F/D/V. Member FDIC.