Medallion Wealth Advisors

CONNECT

Address:

2 Bridgewater Road, Suite 104
Farmington, CT 06032

Phone:

860-967-3032

Fax/Other:

860-255-7774

Our Career Opportunities

Career with a Purpose: The Financial Advisor Opportunity

Not all financial services companies are the same. With Medallion Wealth Advisors, a several-time Five Star Wealth Manager winner, you get a boutique, independent firm that leads with their family-feel culture. We want to help you get to the next level of success in your career and we have the infrastructure, the office, the technology, the platform, the supervision and freedom to get you there. 

As a Financial Advisor, you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. Your goal will be to discover each client's needs and goals and help map a path to meet them.  You'll have access to powerful sales and business building tools as well as a large network of resources so you can focus your efforts on activities that get results.

 

Responsibilities:

  • Develop and maintain long-term relationships with clients
  • Contact clients and prospective clients with relevant and timely information regarding market updates that may affect their investments
  • Assist with analyses and preparation of prospective and current clients' finances, investments, and conduct in depth client reviews to uncover new business opportunities

Rewards:

  • Opportunity to control your time, your income, and your own destiny
  • Tremendous satistfaction knowing that you are assisting your clients in protecting their financial futures
  • Results equal rewards: Unlimited earning potential based on your willingness to invest the time and effort needed to succeed

Top Qualifications and Attributes We Look For:

  • Bachelor's Degree
  • Entrepreneurial Spirit
  • A genuine desire to help others
  • A well connected and likeable networker with demonstrated success in building new relationships
  • Exudes confidence, possesses a high self-esteem, and is able to overcome rejection
  • Self-motivated to win and achieve goals and a coachable, positive attitude

At Medallion Wealth Advisors, we're committed to mutual success. You'll find people with varied experiences and perspectives in an environment that emphasizes teamwork and collaboration. For us, diversity means valuing and respecting differences so that we bring out the best in each other. You can be yourself while building your career here.

To Apply: Send your resume and cover letter to Elise.koczon@medallionwealth.com with the subject "Job Opportunity."

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck