Client-Focused Financial Advisor — Growth & Service
Job in
Darien, Fairfield County, Connecticut, 06820, USA
Listed on 2026-08-02
Listing for:
RightClick
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
Right Click is seeking a Back Service Advisor in Darien, CT. This client-facing role focuses on holistic financial guidance, potentially handling a book of business or growing one, and blending servicing with business development.
Based in Lower Fairfield County, the position offers flexible compensation tied to experience. The role requires strong communication skills, CFP designation, and appropriate securities licenses (Series 63 and Series 65 or 66), with openness to varied experience levels.
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