Senior Financial Advisor — Client Strategy & Growth

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.
We invite applications for the Senior Financial Advisor — Client Strategy & Growth position located in Southington, CT, United States. Take a moment to read everything above and see whether this role is right for you. This posting is for the Senior Financial Advisor — Client Strategy & Growth role at Sterling Inspired Staffing., based in Southington, CT, United States.

We are looking to fill the Senior Financial Advisor — Client Strategy & Growth position at Sterling Inspired Staffing. in Southington, CT, United States.