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Financial Consultant Financial Advisor

Associate Financial Advisor - Wealth Planning & Training

Job in Fairfield, Fairfield County, Connecticut, 06828, USA
Listing for: Sacred Heart University
Apprenticeship/Internship position
Listed on 2026-02-03
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm in Palo Alto is seeking an Associate Financial Advisor to assist clients in achieving their financial goals. This role involves conducting financial analysis, developing personalized strategies, and providing expert advice tailored to individual needs. Candidates should possess strong analytical skills and a Bachelor of Science degree in Finance or Business. A two-year training program is provided, which includes sponsorship for the necessary financial licenses.

The firm values client relationships, aiming to enhance clients' financial well-being.
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Position Requirements
10+ Years work experience
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