Associate Financial Advisor: Client & Wealth Planning
Job in
West Hartford, Hartford County, Connecticut, 06107, USA
Listed on 2026-07-03
Listing for:
Kestra Financial
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Job Description & How to Apply Below
Bergenn Financial Group in West Hartford, CT, is seeking an Associate Financial Advisor to manage client relationships and deliver exceptional service in line with our client service model. Candidates should have at least 2 years' experience in the financial services industry and be fully licensed. Responsibilities include preparing for client meetings, consulting on investment strategies, and collaborating with the Lead Advisor.
Benefits include paid time off and a retirement plan with matching contributions.
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Position Requirements
10+ Years
work experience
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