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Wealth Advisor Associate — Client-First Growth & Rewards
Job in
Wallingford, New Haven County, Connecticut, 06495, USA
Listed on 2026-08-22
Listing for:
Carson Group
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Carson Group is seeking a Invest Advisor to establish new client relationships and provide advisory services to existing clients in Wallingford, CT. You will deliver financial guidance, promote investment strategies, and coordinate client service activities for exceptional experiences.
The role requires a Bachelor's in Business or Finance and an active CFP-like designation, with a focus on business development, client service, and strong communication.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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