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Financial Adviser

Job in Stamford, Fairfield County, Connecticut, 06925, USA
Listing for: Investment Boutique in Stamford, CT
Full Time position
Listed on 2026-07-02
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below

Benefits

  • 401(k)
  • 401(k) matching
  • Bonus based on performance
Benefits/Perks
  • Career Advancement Opportunities
  • Competitive Compensation
Job Summary

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 Us

SEC 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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