Financial Adviser
Job in
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-07-02
Listing for:
Investment Boutique in Stamford, CT
Full Time
position Listed on 2026-07-02
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Career Advancement Opportunities
- Competitive Compensation
We are seeking a junior associate to join our Investment management team. In this role, you will support our portfolio managers in providing investment management and tax management services to our high net worth clients.
Qualifications- Client service personality, kind, caring, friendly
- Series 65
- CFP or CFA
- Bachelor’s degree in finance or a related field; top grades
- Previous experience as a financial planner or financial analyst
- Excellent excel, word, power point, and Emoney skills
- Excellent communications and presentation skills
- Excellent references
- Desire to work and learn
- High attention to detail
- Clean regulatory history
Starting Compensation: $60,000
About UsSEC registered independent boutique fiduciary firm with 30 year history applying classic portfolio management principles. No salespeople. No commissioned products. Just the best of the fiduciary only-and-always model for clients who want to sleep at night.
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