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Registered Wealth Management Advisor
Job in
New Britain, Hartford County, Connecticut, 06051, USA
Listed on 2026-07-09
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
The ideal registered candidate will work along side senior financial advisors supporting and building relationships with clients to deliver personalized financial plans and investment solutions to help clients achieve their long-term financial goals.
Responsibilities- Primary point of contact on assigned client relationships designated by Financial Advisor
- Attend client meetings providing financial planning and investment account rebalancing
- Engage in research and investment product solutions for client portfolios according to risk tolerance.
- Partner with Relationship management team to provide best in class client service.
- Prepare and update financial plans for clients to support generational wealth.
- Series 7/66 or 65 FINRA license
- Bachelor's degree in Finance or related field
- 3+ years of industry experience
- Strong understanding of the wealth management business
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