Client-Centric Financial Advisor & Team Partner

Ctwealthmgmt; Farmington (CT); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Firm paid life, long-term & short-term disability

Five weeks paid vacation

401(k) plan with employer contributions

Job summary

Join Ctwealthmgmt in Farmington, Connecticut as a Financial Advisor and thrive in a positive, collaborative work environment. Your primary responsibilities will include managing client relationships, analyzing data to provide financial advice, and preparing client presentations.

We're looking for candidates with a Bachelor’s degree and relevant experience in financial planning who can develop strong client relationships. Enjoy perks like paid vacation and career growth opportunities within a friendly, supportive team.

Qualifications

• Bachelor’s degree from an accredited college or university.
• 2-5 years of relevant experience.
• Knowledge of investments, insurance, income taxes, estate planning & financial planning concepts.

Responsibilities

• Act as support for a team of clients, developing into a leadership role.
• Gather and analyze data to advise clients on financial plans.
• Prepare and deliver planning-related information to clients.

Skills

Knowledge of investments

Strong communication skills

Client relationship management

Education

Bachelor’s degree

CFP or PFS certification

Tools

eMoney

Job description

Join Ctwealthmgmt in Farmington, Connecticut as a Financial Advisor and thrive in a positive, collaborative work environment. Your primary responsibilities will include managing client relationships, analyzing data to provide financial advice, and preparing client presentations.

We're looking for candidates with a Bachelor’s degree and relevant experience in financial planning who can develop strong client relationships. Enjoy perks like paid vacation and career growth opportunities within a friendly, supportive team.