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Wealth Planning & Research Associate

Job in Glastonbury, Hartford County, Connecticut, 06033, USA
Listing for: Somberg Wealth Management, LLC
Full Time position Listed on 2026-11-13
Job specializations:
Salary/Wage Range or Industry Benchmark: 65000 - 75000 USD Yearly USD 65000.00 75000.00 YEAR

Job Description & How to Apply Below

A reputable wealth advisory firm in Glastonbury, Connecticut, is seeking a motivated Associate Analyst to support financial planning and investment strategies. The role requires 1-2 years of relevant experience and a four-year degree. The Associate Analyst will work closely with senior staff to gather client data, conduct financial analysis, and assist in portfolio management. A commitment to a professional environment and the ability to work onsite are essential.

Compensation is competitive, ranging from $65k to $75k.
The following role is for a Wealth Planning & Research Associate with Somberg Wealth Management, LLC. We have an opening for a Wealth Planning & Research Associate in Glastonbury, CT, United States within Management & Operations. This role, Wealth Planning & Research Associate at Somberg Wealth Management, LLC, could be your next move.

Position Requirements

10+ Years work experience
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