Wealth Planning & Research Associate

Somberg Wealth Management, LLC; Glastonbury (CT); On-site; USD 65,000 - 75,000; Full time

Job summary

A reputable wealth advisory firm in Glastonbury, Connecticut, is seeking a motivated Associate Analyst to support financial planning and investment strategies. The role requires 1-2 years of relevant experience and a four-year degree. The Associate Analyst will work closely with senior staff to gather client data, conduct financial analysis, and assist in portfolio management. A commitment to a professional environment and the ability to work onsite are essential. Compensation is competitive, ranging from $65k to $75k.

Qualifications

• 1–2 years of relevant work experience in financial services, investment analysis, wealth management, or a related field.
• Capability to obtain all required licenses within the first six months of hire.
• Ability to work onsite five days per week in Glastonbury, Connecticut.

Responsibilities

• Gather client data and create financial reports.
• Support financial planning and portfolio management processes.
• Conduct investment research and generate reports effectively.

Skills

Investment analysis

Financial planning

Time management

Client relations

Education

Four-year degree from an accredited college or university

Tools

MoneyGuidePro

Morningstar

Riskalyze

Job description

A reputable wealth advisory firm in Glastonbury, Connecticut, is seeking a motivated Associate Analyst to support financial planning and investment strategies. The role requires 1-2 years of relevant experience and a four-year degree. The Associate Analyst will work closely with senior staff to gather client data, conduct financial analysis, and assist in portfolio management. A commitment to a professional environment and the ability to work onsite are essential. Compensation is competitive, ranging from $65k to $75k.