Associate Wealth Advisor: Path to Lead Advisor
Job in
Waterford, New London County, Connecticut, 06386, USA
Listed on 2026-10-06
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-10-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
A growing wealth management firm based in Connecticut is seeking an Associate Wealth Advisor. This role focuses on supporting lead advisors and managing client relationships while preparing financial planning analyses. Ideal for an early-career professional, it provides a clear path for advancement into a more senior advisory position. Candidates should have a Bachelor's degree in a relevant field and 1–3 years of experience in financial planning, along with strong analytical and communication skills.
Competitive mentorship and growth opportunities are included.
This is a strong opportunity to take on the Associate Wealth Advisor:
Growth Path to Lead Advisor role at Masis Professional Group. Consider building your career as a Associate Wealth Advisor:
Growth Path to Lead Advisor at Masis Professional Group. The Associate Wealth Advisor:
Growth Path to Lead Advisor position in the Finance field is open for applications.
Position Requirements
10+ Years
work experience
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