Financial Advisor: Client Wealth
Job in
Norwich, New London County, Connecticut, 06360, USA
Listed on 2026-01-12
Listing for:
Velocity Staffing
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Financial Advisor, Accounting & Finance
Job Description & How to Apply Below
An established and growing financial services firm is seeking a dedicated Financial Advisor to join their team.
This role offers the chance to help clients achieve their financial goals through personalized planning and expert advice. With a strong focus on building client relationships, you will have access to a current base of 600 tax clients, providing a unique opportunity to transition them into comprehensive financial advisory services. The firm prides itself on delivering high-quality, personalized service, and you will play a key role in expanding their advisory services.
If you are passionate about finance and eager to make a real impact, this is the perfect opportunity for you.
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