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Hybrid Wealth Advisor | Client-Focused Financial Planning
Remote / Online - Candidates ideally in
Waterbury, New Haven County, Connecticut, 06720, USA
Listed on 2026-08-28
Waterbury, New Haven County, Connecticut, 06720, USA
Listing for:
Data Annotation
Full Time, Remote/Work from Home
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Data Annotation is seeking a Wealth Advisor to join our family-owned firm in Waterbury, CT. This full-time role blends in-office client engagement with one day of remote work, offering a base salary of $150,000–$175,000 plus a 25% bonus based on performance.
The advisor will retain existing relationships and develop new connections while guiding clients toward their financial goals. Responsibilities include analyzing clients’ income and asset situations, presenting planning recommendations,
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