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Investment Associate: Client Portfolio
Job in
Windsor, Hartford County, Connecticut, 06006, USA
Listed on 2026-02-06
Listing for:
Ion Bank
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial service provider in Windsor seeks a detail-oriented Investment Associate. This role involves supporting Financial Advisors with client communications and portfolio management. The ideal candidate should possess strong organizational and analytical skills, with a genuine interest in finance. Responsibilities include assisting in the sales of investment products, providing administrative support, and maintaining client relationships. Candidates must hold a high school diploma, relevant experience, and necessary financial licenses.
Benefits include 401k, life insurance, and paid time off.
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Position Requirements
10+ Years
work experience
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