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Associate Financial Advisor — Wealth Planning
Job in
Hamden, New Haven County, Connecticut, 06517, USA
Listed on 2025-12-17
Listing for:
Transcend Practice Management
Full Time
position Listed on 2025-12-17
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A growing wealth management firm in Hamden, CT, is seeking an Associate Financial Advisor. In this role, you will partner with senior advisors, prepare client documentation, and attend meetings while ensuring accuracy and follow-through. Qualified candidates should have at least 3 years of financial planning experience, a client-facing background, and a bachelor's degree. This full-time position offers a competitive salary with opportunities for professional growth.
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Position Requirements
10+ Years
work experience
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