Associate Financial Advisor (Essex)

Sullivan Financial Advisors, a 20+ year-old business whose purpose is about life at maximum potential, welcomes you. We specialize in holistic financial planning , our sweet spot. If you want to belong to a team that does that well every day, this companys a great fit for you.

Youll love coming to work every day if you get, want, and have the capacity to do :

• Meeting Prep + Follow-up
• Lead on C+D Clients
• Lead on employee education for 401(k) Plan Clients
• Client Financial Data + Model
• Inbound Client (Response) Communication
• Maintain & Build Client Relationships
• Prospect Qualified Clients
• Act as liaison between advisory and operations departments

Youll have success here if you value clear processes and feel qualified to do the following things :

Requirements :

Our company runs on EOS. That means as a member of this team, you will have a leader who :

You will love it here if these things resonate with how you show up :

Doesnt Give Up.

Positive + Fun

Problem Solver / Innovative

Great With People / Client-Centric

Eager (to grow + jump in)

Empowered

Sees it through to the end

This role offers an annual salary + bonus compensation package, based on experience and aligned with industry standards. Benefits package includes paid NYSE holidays, PTO bank + paid birthday off, 401(k) with safe harbor company contribution, health / vision / dental insurance with H.R.A. employer contribution. Company provided yoga on Friday afternoons during business hours.