Senior Financial Advisor — Client Strategy & Growth

Sterling Inspired Staffing.; Southington (CT); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

401k matching

PTO

Job summary

A financial services firm in Connecticut is seeking a Lead Advisor to manage client relationships and execute financial strategies. The ideal candidate should have a Bachelor's degree in Finance or related field and 24+ years of experience in financial planning or investment advisory services. Responsibilities include client engagement, compliance adherence, and collaboration with operations teams. This position offers competitive benefits, including 401k matching and PTO.

Qualifications

• 24+ years of experience in financial planning, wealth management, or investment advisory services preferred.
• Excellent verbal and written communication skills.
• Highly organized and detail-oriented.

Responsibilities

• Serve as a primary point of contact for clients.
• Assist in the development and execution of customized financial plans.
• Maintain accurate records of client interactions and ensure compliance.

Skills

Financial planning principles

Investment management

Portfolio construction

Strong communication

Analytical mindset

Multitasking

Education

Bachelor's degree in Finance, Economics, Accounting, Business Administration

Tools

Financial planning software

CRM tools

Microsoft Office Suite

Job description

A financial services firm in Connecticut is seeking a Lead Advisor to manage client relationships and execute financial strategies. The ideal candidate should have a Bachelor's degree in Finance or related field and 24+ years of experience in financial planning or investment advisory services. Responsibilities include client engagement, compliance adherence, and collaboration with operations teams. This position offers competitive benefits, including 401k matching and PTO.