Crawford Thomas Recruiting
Investment Advisor Sales Representative
Crawford Thomas Recruiting, Hartford, Connecticut, us, 06112
Overview
Senior Executive Recruiter at Crawford Thomas Location: Hartford, CT area • Type: Full-Time Compensation: Experienced: $1,000/week base ($52K annually); Junior: $500/week base ($26K annually). Strong commission structure with uncapped earning potential. Top performers can earn $200K+ annually. Marketing expenses covered (candidate responsible for gas). Licensed Life & Annuity / Investment Advisor Representative About Us
Retirement is deeply personal—and so is our approach to financial planning. For decades, we’ve helped individuals and families prepare for, plan, and thrive in retirement with confidence. As an independent financial services firm, we specialize in delivering customized retirement strategies and insurance solutions designed to: provide guaranteed lifetime income; protect and grow assets; optimize for tax efficiency; and support a holistic approach to wealth and legacy planning. Our mission: To empower clients with financial clarity so they can focus on what matters most—living the retirement they’ve earned. About The Role
We’re seeking a licensed, dynamic Investment Advisor Representative (IAR) with technical expertise and strong people skills. If you love speaking to groups, thrive in face-to-face interactions, and are passionate about guiding others toward financial security, this role is for you. This is not a cold-calling position—our proven educational workshop model generates warm, motivated prospects who want to hear from you. You’ll represent our firm as a trusted advisor, lead engaging workshops, and deliver comprehensive retirement planning solutions. What You’ll Do
Educate:
Lead 2+ workshops weekly (20–30 attendees each), simplifying complex financial topics. Advise:
Conduct discovery meetings, assess goals, and design tailored plans covering investments, retirement income, insurance, tax strategies, and estate planning. Connect:
Build long-term relationships through regular communication, reviews, and proactive portfolio management. Collaborate:
Partner with internal advisors and client service staff for seamless client experiences. Grow:
Stay current on industry trends, regulations, and market shifts to strengthen client strategies. Deliver Results:
Achieve personal and team goals with the support of marketing and operations. Must-Haves
Active Series 65 (or willingness to obtain quickly—exam prep covered) Life insurance + securities licenses Strong public speaking and presentation skills Experience in financial planning, investment advisory, or wealth management Proficiency with financial planning software and CRM tools Availability for evening workshops Preferred
Background in retirement products, major carriers, or seminar-based business development Ability to turn data into clear, actionable insights Why You’ll Love Working With Us
Warm leads, not cold calls — workshops filled with qualified prospects True earning potential — grow your income through client success Independence + support — the freedom of an independent firm with the backing of a strong team Impact-driven work — help clients secure their legacies and live retirement with confidence Professional growth — we invest in your licensing, training, and career development If you’re a driven financial professional who combines expertise, empathy, and energy, we’d love to meet you. Apply today and take the next step in building a career where your work truly changes lives.
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Senior Executive Recruiter at Crawford Thomas Location: Hartford, CT area • Type: Full-Time Compensation: Experienced: $1,000/week base ($52K annually); Junior: $500/week base ($26K annually). Strong commission structure with uncapped earning potential. Top performers can earn $200K+ annually. Marketing expenses covered (candidate responsible for gas). Licensed Life & Annuity / Investment Advisor Representative About Us
Retirement is deeply personal—and so is our approach to financial planning. For decades, we’ve helped individuals and families prepare for, plan, and thrive in retirement with confidence. As an independent financial services firm, we specialize in delivering customized retirement strategies and insurance solutions designed to: provide guaranteed lifetime income; protect and grow assets; optimize for tax efficiency; and support a holistic approach to wealth and legacy planning. Our mission: To empower clients with financial clarity so they can focus on what matters most—living the retirement they’ve earned. About The Role
We’re seeking a licensed, dynamic Investment Advisor Representative (IAR) with technical expertise and strong people skills. If you love speaking to groups, thrive in face-to-face interactions, and are passionate about guiding others toward financial security, this role is for you. This is not a cold-calling position—our proven educational workshop model generates warm, motivated prospects who want to hear from you. You’ll represent our firm as a trusted advisor, lead engaging workshops, and deliver comprehensive retirement planning solutions. What You’ll Do
Educate:
Lead 2+ workshops weekly (20–30 attendees each), simplifying complex financial topics. Advise:
Conduct discovery meetings, assess goals, and design tailored plans covering investments, retirement income, insurance, tax strategies, and estate planning. Connect:
Build long-term relationships through regular communication, reviews, and proactive portfolio management. Collaborate:
Partner with internal advisors and client service staff for seamless client experiences. Grow:
Stay current on industry trends, regulations, and market shifts to strengthen client strategies. Deliver Results:
Achieve personal and team goals with the support of marketing and operations. Must-Haves
Active Series 65 (or willingness to obtain quickly—exam prep covered) Life insurance + securities licenses Strong public speaking and presentation skills Experience in financial planning, investment advisory, or wealth management Proficiency with financial planning software and CRM tools Availability for evening workshops Preferred
Background in retirement products, major carriers, or seminar-based business development Ability to turn data into clear, actionable insights Why You’ll Love Working With Us
Warm leads, not cold calls — workshops filled with qualified prospects True earning potential — grow your income through client success Independence + support — the freedom of an independent firm with the backing of a strong team Impact-driven work — help clients secure their legacies and live retirement with confidence Professional growth — we invest in your licensing, training, and career development If you’re a driven financial professional who combines expertise, empathy, and energy, we’d love to meet you. Apply today and take the next step in building a career where your work truly changes lives.
#J-18808-Ljbffr