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Wealth Advisor II - Client Planning
Job in
Farmington, Hartford County, Connecticut, 06030, USA
Listed on 2026-01-11
Listing for:
LPL Financial
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Farmington seeks an Associate Financial Advisor II to support senior advisors in delivering financial planning and investment management services. The ideal candidate should have over 5 years of experience in financial services, hold FINRA Series 7 and 66 licenses, and possess excellent communication skills. Responsibilities include client interactions and portfolio management.
This role offers a competitive salary and comprehensive benefits including 401K matching and health benefits.
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