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Wealth Planning Associate - Client Solutions & Analysis

Job in Fairfield, Fairfield County, Connecticut, 06828, USA
Listing for: Sacred Heart University
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 62400 - 84400 USD Yearly USD 62400.00 84400.00 YEAR
Job Description & How to Apply Below
A financial services firm in Connecticut is looking for an Associate Financial Advisor to provide specialized services in wealth management. The role requires an undergraduate degree in finance or a related field and the pursuit of professional designations. Responsibilities include client engagement and financial planning. The position offers a competitive annual salary range of $62,400 - $84,400, commensurate with experience.
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Position Requirements
10+ Years work experience
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