Elite Financial Advisor AUM
Shelton, Fairfield County, Connecticut, 06484, USA
Listed on 2026-10-16
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Procyon is seeking an accomplished Financial Advisor to drive growth by sourcing and closing new client relationships, leveraging the firm’s planning-centric wealth platform. You will manage planning-led advice across investments, retirement, estate, tax, and risk.
Ideal candidates have a transferable book of business, 3+ years of advisory experience, and credentials (Series 65, CFP, CFA, CPA or JD) with a proactive, client-centric approach. Hybrid work and designation reimbursement are offered.
We have an opening for a Elite Financial Advisor - $40M+ AUM, Hybrid Role in Shelton, CT, United States within Finance, Sales.
Learn more about the Elite Financial Advisor - $40M+ AUM, Hybrid Role role in the description above.
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