Associate Wealth Advisor: Growth Path to Lead 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 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.