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Financial Consultant Financial Advisor Wealth Management Financial Services

Hybrid Associate Wealth Advisor – Financial Planning

Job in Fairfield, Fairfield County, Connecticut, 06828, USA
Listing for: Sacred Heart University
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A private wealth management firm is seeking an Associate Wealth Advisor to join its planning-centric team. The ideal candidate will collaborate with experienced Wealth Advisors, engaging in the financial planning process to provide personalized advice to clients. Responsibilities include developing financial plans, managing client communications, and executing investment strategies. A Bachelor's Degree, Series 65, and 2+ years of financial services experience are required.

This position offers a hybrid work schedule with competitive compensation and benefits.
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Position Requirements
10+ Years work experience
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