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Wealth Planning & Investment Associate

Job in Glastonbury, Hartford County, Connecticut, 06033, USA
Listing for: Gottfried & Somberg Wealth Management
Full Time position
Listed on 2026-08-23
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Analyst, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

Gottfried & Somberg Wealth Management in Glastonbury, CT, seeks an Associate Analyst to support wealth advisors with research, analysis, reporting, and trading tasks. The role partners with senior advisors in a fast-paced environment focused on client outcomes.

The Associate Analyst will assist in financial planning, investment research, and client service, contributing to a seamless wealth management process for existing and future clients.

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Position Requirements
10+ Years work experience
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