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Summary
About the Role
About You
- Bachelor’s degree in Finance, Business, or a related field preferred.
- Proven experience in financial services, client relationship management, or advisory roles.
- Active Series 65 license or combination of Series 7 and 66 required.
- Demonstrated success in sales, client acquisition, or revenue-generating positions.
- Proficiency with CRM systems (e.g., Salesforce) and financial planning software.
- Strong knowledge of Microsoft Office Suite, particularly Excel and Outlook.
Benefits
- 100% employer-covered medical benefits and HRA account.
- Dental & vision plans.
- Short and long-term disability insurance.
- PTO + 10 NYSE company holidays per year.
- 401K with company match program.
- Free onsite parking.
- Company-provided laptop and required technology.
Scranton Financial Group is a financial firm located in Westbrook, Connecticut. They are passionate about educating their clients and ensuring that they fully understand why their recommended strategies for protecting and growing their assets are the right ones. Unlike other firms, Scranton’s number #1 priority is to build strong client relationships through ongoing communication, regular educational workshops, and client appreciation events. Their experience lies in helping those close to or at retirement age to avoid common financial mistakes like inefficient asset allocations, overpaying on taxes, or lack of catastrophic health care planning. Their seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals. SEC.GOV Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Scranton Financial Group, LLC and Sound Income Strategies, LLC are associated entities. Scranton Financial Group, LLC is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies LLC are associated entities.