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Wealth Management Associate: Entry-Level Financial Planning

Job in Waterbury, New Haven County, Connecticut, 06720, USA
Listing for: Davis Family Financial LLC
Full Time, Part Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Job Description & How to Apply Below

Davis Family Financial LLC in Waterbury, Connecticut is seeking a Wealth Management Associate to support senior advisors in delivering comprehensive financial planning and investment management services. As an entry-level professional, you will learn how to assist clients in achieving their financial goals through personalized solutions.

The suitable candidate must be hardworking, possess good communication and customer service skills, and be ready to complete a training program with licensing requirements. A flexible schedule is available for full-time or part-time roles.

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Position Requirements
10+ Years work experience
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