Associate Financial Advisor: Wealth Planning & Client
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Wise Wealth LLC in Southbury, CT seeks an Associate Financial Advisor to support lead advisors and client service teams. You will engage in client meetings, help prepare financial plans, and grow professionally with the firm. A Series 66 or Series 63/65 is required, Series 7 is a plus.
No prior book of business is required; opportunity for increased responsibility grows with experience. This role offers meaningful client interaction, broad exposure to wealth management, and a path to build a
We would love to welcome a new Associate Financial Advisor:
Wealth Planning & Client Growth to our organisation in Southbury, CT, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Associate Financial Advisor:
Wealth Planning & Client Growth role in the description above.
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