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Senior Financial Advisor — Client Strategy
Job in
Southington, Hartford County, Connecticut, 06489, USA
Listed on 2026-01-06
Listing for:
Sterling Inspired Staffing.
Full Time
position Listed on 2026-01-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Connecticut is seeking a Lead Advisor to manage client relationships and execute financial strategies. The ideal candidate should have a Bachelor's degree in Finance or related field and 24+ years of experience in financial planning or investment advisory services. Responsibilities include client engagement, compliance adherence, and collaboration with operations teams. This position offers competitive benefits, including 401k matching and PTO.
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Position Requirements
10+ Years
work experience
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