Associate Financial Advisor

Masis Professional Group; Waterford (CT); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Defined career path

Strong mentorship

Collaborative team environment

Job summary

A growing wealth management firm based in Connecticut is seeking an Associate Wealth Advisor. This role focuses on supporting lead advisors and managing client relationships while preparing financial planning analyses. Ideal for an early-career professional, it provides a clear path for advancement into a more senior advisory position. Candidates should have a Bachelor's degree in a relevant field and 1–3 years of experience in financial planning, along with strong analytical and communication skills. Competitive mentorship and growth opportunities are included.

Qualifications

• 1–3+ years of experience in wealth management or financial planning.
• Strong interest in helping clients achieve financial success.
• Experience in preparing financial plans and managing client relationships.

Responsibilities

• Support lead advisors in managing ongoing client relationships.
• Prepare and update financial planning analyses.
• Assist in implementing planning recommendations.

Skills

Interest in comprehensive financial planning

Client relationship management

Attention to detail

Analytical abilities

Strong communication skills

Proficiency in Microsoft Office

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Tools

Financial planning software (e.g., eMoney, MoneyGuidePro)

Job description

A growing, planning-focused wealth management firm is seeking an Associate Wealth Advisor to join its team in a foundational, growth-oriented role with a clear path toward increased responsibility and long-term advancement. This position is ideal for an early-career professional who is passionate about financial planning, enjoys working directly with clients, and is actively pursuing the CFP® designation (or has already obtained it). The Service Advisor will work closely with senior advisors to support client relationships, contribute to the financial planning process, and develop into a more client-facing advisory role over time. This is a strong opportunity for someone looking to build a long-term career within a collaborative, client-first environment.

Key Responsibilities

• Support lead advisors in managing ongoing client relationships, including participation in client meetings and follow-up communication
• Prepare and update financial plans, including retirement, tax, and investment planning analyses
• Coordinate and prepare materials for client meetings, including agendas, reports, and planning deliverables
• Assist in the implementation of planning recommendations across investments, insurance, and broader wealth strategies
• Conduct research on financial planning topics, investment strategies, and market trends to support client recommendations
• Analyze client portfolios and contribute to rebalancing and allocation discussions
• Maintain accurate client records and ensure a high level of organization across planning and service workflows
• Collaborate with internal teams to deliver a consistent, high-quality client experience

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field
• 1–3+ years of experience in wealth management, financial planning, or a related field
• Strong interest in comprehensive financial planning and client relationship management
• Excellent attention to detail and organizational skills
• Strong analytical and problem-solving abilitiesEffective communication skills, both written and verbal
• Proficiency in Microsoft Office; experience with financial planning software (e.g., eMoney, MoneyGuidePro) is a plus

Ideal Candidate Profile

• Passionate about helping individuals and families achieve long-term financial success
• Relationship-oriented with a strong client service mindset
• Motivated to grow into a more senior advisory role over time
• Eager to learn and develop through hands-on experience and mentorship
• Comfortable operating in a team-based environment with high standards for client experience

Why This Opportunity

• Defined career path toward Lead Advisor responsibilities
• Direct exposure to experienced advisors and meaningful client interactions
• Strong mentorship and development within a collaborative team environment
• Opportunity to grow within a stable, planning-driven wealth management firm