Wealth Planning Analyst – Research & Portfolio
Job in
Glastonbury, Hartford County, Connecticut, 06033, USA
Listed on 2026-01-14
Listing for:
Gottfried & Somberg Wealth Management
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A leading wealth advisory firm is seeking an Associate Analyst for their Glastonbury office. The candidate will provide vital research, analysis, and support to wealth advisors, ensuring outstanding financial planning for clients. Essential qualifications include a four-year degree and some experience in financial services. The role offers a salary range of $65k-$75k and requires onsite presence five days a week.
Join a motivated team to aid clients in achieving their financial goals.
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