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Client-Focused Retirement Planner (On-Site, Hartford
Job in
Hartford, Hartford County, Connecticut, 06112, USA
Listed on 2026-08-03
Listing for:
Cowen Tax Advisory Group
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Cowen Tax Advisory Group is seeking a Service Advisor in the Greater Hartford area. This on-site role supports planning and client service under the founder and Financial Advisor, with potential growth into a client-facing advisory position.
You will help implement The Feel Good Retirement Plan® for clients, addressing income, taxes, investments, health care, and legacy with high-touch service.
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