Job Description
Company Description
Tully Rinckey PLLC is a full-service law firm recognized for its responsive service, entrepreneurial vision, and dedication to client satisfaction. Known for its expertise across diverse practice areas, the firm delivers tailored legal representation to meet the unique needs and goals of its clients. With deep roots in Military Law, the firm upholds values such as honor, duty, and excellence, drawing from the ethics and leadership of its team members with extensive military experience. Tully Rinckey PLLC emphasizes professionalism, customer service, and a commitment to providing affordable and effective legal services across the country.
Role Description
This is a full-time Remote role for an Associate Financial Advisor, located in Tolland, CT. The Associate Financial Advisor will assist clients in developing and implementing personalized financial plans, with a focus on financial planning, retirement planning, and investment management. Key responsibilities include analyzing financial data, providing sound financial advice, building and maintaining client relationships, and demonstrating in-depth knowledge of financial products and strategies.
Qualifications
- Expertise in Financial Planning and Retirement Planning
- Strong knowledge of Finance and Investments
- Experience and skill in Financial Advisory roles
- Excellent communication, interpersonal, and client management skills
- Ability to analyze and interpret financial data effectively
- Proficiency in financial planning tools and software is an asset
- Bachelor's degree in Finance, Economics, or a related field is required
- Financial planning certifications, such as CFP or similar, are strongly preferred
- Strong ethical standards and commitment to providing outstanding client service