Duties:

• Prepare materials, plan reviews, and create agendas for client meetings
• Support the advisor team with client onboarding and reporting
• Follow up on meetings, handle client-initiated inquiries, and handle 80% of common requests.
• Assist clients in managing their assets, including stocks, bonds, and real estate
• Develop and maintain relationships with clients to understand their financial goals and objectives

Requirements:

• Bachelor's degree

• FINRA SIE

  required, Series 65 licenses preferred; additional licenses may be required
• Proven track record of success in wealth management or sales
• Strong knowledge of investment products and financial planning strategies
• Excellent communication skills, both written and verbal
• Ability to work independently and as part of a team Job location: In-person, 5 days/week at one of our four locations as needed: Middletown, Middlebury, West Hartford, Mystic.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location:

In person

Job Type:

Full-time Pay:

From $80,000.00 per year

Benefits:

401(k) 401(k) matching Paid time off

Physical Setting:

Office Experience:

Investment:

2 years (Preferred)

License/Certification:

FINRA SIE

(Preferred)

Work Location:

In person