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Wealth Management Associate: Client-Focused

Job in North Haven, New Haven County, Connecticut, 06473, USA
Listing for: Right Executive Search, LLC
Full Time position
Listed on 2026-10-17
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 75000 - 100000 USD Yearly USD 75000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Associate: Client-Focused Growth

Right Executive Search, LLC is partnered with a thriving independent wealth management firm in North Haven, CT. The Servicing Advisor will be the primary contact for existing clients, delivering high-touch service, investment support, and foundational financial planning in collaboration with senior advisors.

The role offers a clear path for advancement into a full Advisor position, with a base salary of $75,000–$100,000 plus a 10–20% bonus, comprehensive benefits, and a hybrid work option after

The Wealth Management Associate:
Client-Focused Growth position in the Finance, Sales field is open for applications.

As a Wealth Management Associate:
Client-Focused Growth, you will play an important part at Right Executive Search, LLC in North Haven, CT, United States.

We invite applications for the Wealth Management Associate:
Client-Focused Growth position located in North Haven, CT, United States.

Position Requirements
10+ Years work experience
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