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Financial Services Financial Advisor Wealth Management

Wealth Management Associate: Client Service & Ops

Job in Farmington, Hartford County, Connecticut, 06030, USA
Listing for: RGB Financial
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A family-owned wealth management firm located in Farmington, Connecticut is seeking an Experienced Financial Services Associate. This role focuses on client service, account administration, and support for the advisory team. Candidates should have over 3 years of financial services experience and strong communication skills. The position requires a commitment to providing exceptional service and teamwork. Competitive compensation and benefits such as 401(k), health insurance, and paid time off are offered, with professional development opportunities available.
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Position Requirements
10+ Years work experience
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