Wealth Management Associate: Client Planning & Investments
Job in
Norwalk, Fairfield County, Connecticut, 06860, 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
Job Description & How to Apply Below
Masis Professional Group is seeking a registered candidate to support senior financial advisors in building client relationships and delivering personalized financial plans. You will serve as the primary point of contact for assigned client relationships, attending client meetings and engaging in research for investment solutions.
The ideal candidate should have a Bachelor's degree in Finance and at least 3 years of experience in the industry, along with a strong understanding of wealth management.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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