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Licensed Financial Solutions Advisor - Wealth Planning
Job in
Cheshire, New Haven County, Connecticut, 06410, USA
Listed on 2026-07-20
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Jobtailor in Connecticut seeks a client-focused financial advisor to work with individuals to plan short and long-term financial goals using brokerage products, including stocks, bonds, mutual funds, annuities, and managed solutions. You will tailor recommendations to client needs and help them navigate investment options.
The role requires Series 7, 66, 63, and 65 licenses and at least one year in investments or financial services, plus strong relationship building, communication, and
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