Entry-Level Wealth Planning Analyst | Growth & Mentorship

Ctwealthmgmt; Farmington (CT); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

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

Sick time and five weeks paid vacation

Parental leave and longevity benefit

401(k) plan with employer contributions

Career growth opportunities

Firm paid certifications and continuing education

Job summary

Ctwealthmgmt is looking for an entry-level Analyst in Farmington, CT, who will support clients by managing comprehensive financial plans. Join a team dedicated to positive impacts in clients' lives and professional growth within a collaborative work environment.

The role involves preparing meeting materials, data analysis, and building relationships with clients. Applicants should possess a Bachelor's degree and a willingness to attain a Series 65 license.

The firm offers generous benefits including 5 weeks paid vacation, 401(k) contributions, and opportunities for professional development.

Qualifications

• Bachelor’s Degree from an accredited college or university.
• Willingness to attain Series 65 license within 3 months.
• Desire for progress towards CFP or PFS certifications.

Responsibilities

• Prepare agendas, reports, and paperwork for client meetings.
• Gather and input financial planning data accurately.
• Interact with clients and develop positive relationships.

Skills

Strong listening skills

Written communication skills

Oral communication skills

Attention to detail

Education

Bachelor’s Degree from an accredited college or university

Tools

CRM software

Financial planning software

Custodian software

Job description

Ctwealthmgmt is looking for an entry-level Analyst in Farmington, CT, who will support clients by managing comprehensive financial plans. Join a team dedicated to positive impacts in clients' lives and professional growth within a collaborative work environment.

The role involves preparing meeting materials, data analysis, and building relationships with clients. Applicants should possess a Bachelor's degree and a willingness to attain a Series 65 license.

The firm offers generous benefits including 5 weeks paid vacation, 401(k) contributions, and opportunities for professional development.