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Financial Consultant

Advisor Support & Financial Planning Specialist

Job in Wethersfield, Hartford County, Connecticut, 06129, USA
Listing for: Johnson Brunetti
Full Time position
Listed on 2026-01-05
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A dynamic financial planning firm in Wethersfield, CT is seeking a Financial Planning and Advisor Support Specialist to work closely with advisors in preparing financial plans and documentation. The ideal candidate should possess strong communication, organizational skills, and a relevant degree. Responsibilities include preparing risk reports, managing Salesforce data, and supporting client appointments. This full-time position is designed for motivated individuals looking to grow within the finance and sales sector.
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