Skip to main content
Tallo logoTallo logo
Apply for this opportunity

This job application is on an outside website. Be sure to review the job posting there to verify it's the same.

Apply Offsite

Financial Adviser

Job

Investment Boutique in Stamford, CT

Stamford, CT (In Person)

$60,000 Salary, Full-Time

Posted 6 days ago (Updated 4 days ago) • Actively hiring

Expires 7/18/2026

Review key factors to help you decide if the role fits your goals.
How is this calculated?
Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
73
out of 100
Average of individual scores

Were these scores useful?

Skill Insights

Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.

Job Description

Financial Adviser Investment Boutique in Stamford, CT Stamford, CT Job Details Full-time $60,000 a year 2 hours ago Benefits 401(k) 401(k) matching Opportunities for advancement Qualifications Finance advising Financial planning software Investment advisory support CFP Bachelor's degree in finance Spreadsheets Financial analysis Finance Bachelor's degree Investment client management Presentation preparation Series 65 Practicing in the securities industry Chartered Financial Analyst Entry level
Full Job Description Benefits:
401(k) 401(k) matching Bonus based on performance Benefits/Perks Career Advancement Opportunities Competitive Compensation Job Summary We are seeking junior associate to join our Investment management team. In this role, you will support our portfolio managers in providing investment management and tax management services to our high net worth clients. Qualifications Client service personality, kind, caring, friendly Series 65 CFP or CFA Bachelor's degree in finance or a related field; top grades Previous experience as a financial planner or financial analyst Excellent excel, word, power point, and Emoney skills Excellent communications and presentation skills Excellent references Desire to work and learn High attention to detail Clean regulatory history
Starting Compensation:
$60,000 About Us SEC registered independent boutique fiduciary firm with 30 year history applying classic portfolio management principles. No salespeople. No commissioned products. Just the best of the fiduciary only-and-always model for clients who want to sleep at night.