Job Description
Grant Thornton is a global professional services firm specializing in audit, tax, and advisory services. With a strong presence in Hartford, Connecticut, Grant Thornton provides innovative solutions to a diverse client base in the Banking & Finance industry. We are committed to helping clients unlock their potential for growth and navigate complex financial challenges with confidence.
Key Responsibilities For Financial Advisor:
- Provide comprehensive financial planning and investment advice to clients based on their financial goals and risk tolerance.
- Develop personalized financial strategies encompassing retirement planning, estate planning, tax planning, and wealth management.
- Conduct in-depth financial analysis and market research to recommend suitable investment options.
- Monitor and review clients' financial portfolios regularly to ensure alignment with their objectives and market conditions.
- Build and maintain strong client relationships through effective communication and exceptional service delivery.
Required Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- Certified Financial Planner (CFP) designation or willingness to obtain within a specified timeframe.
- Proven experience in financial advisory services with a minimum of 3 years in a similar role.
- Strong knowledge of investment products, financial markets, and regulatory requirements.
- Excellent analytical skills and ability to interpret complex financial data accurately.
Desired Skills:
- Master's degree in Finance or related field.
- Additional certifications such as Chartered Financial Analyst (CFA) or Chartered Investment Counselor (CIC).
- Experience working with high-net-worth individuals and institutional clients.
- Proficiency in financial planning software and CRM systems.
- Strong networking and business development skills.
Compensation & Benefits:
- The annual salary range for the Financial Advisor position at Grant Thornton in Hartford, Connecticut is $80,000 - $120,000, commensurate with experience and qualifications.
- Competitive benefits package including health insurance, retirement plans, paid time off, and professional development opportunities.
- Opportunities for career advancement and skill enhancement in a dynamic and collaborative work environment.
How to Apply:
To apply for the Financial Advisor position at Grant Thornton in Hartford, Connecticut, please visit our careers page on the company website and submit your resume along with a cover letter outlining your relevant experience and qualifications. We look forward to reviewing your application and potentially welcoming you to our team of dedicated financial professionals.
Required Skills
- Regulatory compliance (SOX
- FINRA
- SEC)
- Audit processes