About this role
Retirement Income Source SFG - Client Service Advisor - Greater Hartford at Retirement Income Source SFG. Location: Hartford, Connecticut, United States. Role: analyzing portfolios, developing relationships, driving revenue Requirements: Bachelor’s degree preferred; experience in financial services, client relationships, or advisory roles; CRM and financial planning software; Series 65 or Series 7/66; Life and Health licenses; fiduciary/regulatory knowledge; proficiency with MS Office. Category: Sales Seniority: Mid Level Tools: Salesforce, Financial Planning Software, Microsoft Excel, Microsoft Outlook Certifications: series 65, series 7, series 66, life, health Commitment: Full Time Workplace: Onsite Languages: English