Associate Financial Advisor: Launch to Senior Advisor

Gilder Search Group; West Hartford (CT); On-site; USD 80,000 - 95,000; Full time

Job summary

Gilder Search Group in West Hartford, CT is seeking an Associate Financial Advisor to support the lead advisor, capture client needs in meetings, and turn insights into clear plans.

This full-time, salaried role offers a clear path to becoming a full advisor, including potential for succession; you’ll work closely with clients using planning tools and maintain strong relationships while growing with the team.

Qualifications

• Bachelor's degree in business or related field.
• Series 7 and Series 66 required; CFP preferred.
• 2-3 years in financial services; associate/paraplanner experience welcomed.
• CFP sponsorship available; insurance licenses preferred.

Responsibilities

• Partner with lead advisor to build and refine client plans.
• Attend client meetings, capture details, and summarize.
• Produce accurate client deliverables and monitor alerts.
• Assess goals and risk to reflect client life in plans.
• Develop client relationships and respond promptly to questions.
• Stay current on planning/investing trends and share ideas.

Skills

Client relationship

Communication

Time management

Team collaboration

Problem solving

Education

B.A./B.S. in Business

CFP preferred

Series 7/66 required (63/65)

Insurance licenses preferred

Tools

MS Office (Excel)

eMoney

Holistiplan

Income Lab

Ycharts

Zacks

Morningstar

Job description

Gilder Search Group in West Hartford, CT is seeking an Associate Financial Advisor to support the lead advisor, capture client needs in meetings, and turn insights into clear plans.

This full-time, salaried role offers a clear path to becoming a full advisor, including potential for succession; you’ll work closely with clients using planning tools and maintain strong relationships while growing with the team.