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Hybrid Wealth Planning Associate | Client
Job in
Fairfield, Fairfield County, Connecticut, 06828, USA
Listed on 2025-12-17
Listing for:
Vaco Recruiter Services
Full Time
position Listed on 2025-12-17
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm is seeking an Associate Advisor to support client relationship management and financial planning initiatives. This role involves engaging with clients, developing comprehensive financial strategies, and collaborating with senior advisors. Candidates should have at least 2 years of relevant experience and strong communication skills. The position offers a hybrid work model and competitive benefits, including a potential bonus and 401(k) plan.
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Position Requirements
10+ Years
work experience
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