Benefits:

Your Own Office with Administrative Support

Highest Payout in Industry

Turnkey Marketing Program

meet with 700 existing Tax Client

About the Role:

Join Has Wealth Management as a Financial Advisor in Danbury, CT, where you will empower clients to achieve their financial goals. This role offers an exciting opportunity to provide personalized financial solutions while being part of a trusted team dedicated to client success. We are looking to add an additional team member to help us with our marketing efforts an existing tax clients. This is an opportunity to own you own book

Responsibilities:

Conduct comprehensive financial assessments to understand client needs and goals.

Develop tailored financial plans and investment strategies for clients.

Provide ongoing support and guidance to clients regarding financial decisions.

Stay updated on industry trends and regulatory changes affecting financial planning.

Build and maintain strong client relationships through regular communication.

Collaborate with team members to enhance service offerings and client satisfaction.

Utilize financial software and tools to analyze data and generate reports.

Participate in community outreach to promote financial literacy and Jackson Hewitt services.

Requirements:

Bachelor's degree in finance, business, or related field preferred.

Relevant financial advisor experience, ideally in a client-facing role.

Strong communication and interpersonal skills to build trust with clients.

Knowledge of investment products, financial markets, and tax regulations.

Possession of relevant licenses (e.g., Series 7, Series 66) is a plus.

Ability to analyze financial data and make sound recommendations.

Proficient in financial planning software and Microsoft Office Suite.

Positive attitude and a passion for helping others achieve financial success.

About Us:

Jackson Hewitt has been a leader in the tax preparation industry for over 30 years, providing exceptional service to clients across the nation. Our commitment to customer satisfaction and employee development makes us a great place to work, where you can grow your career while making a real difference in people's financial lives.

PTIN Certification: Yes

By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity.