Job title: Associate Financial Advisor
Location: West Hartford, CT
Status: Full Time (5 days in office)
Compensation: $80,000- $95,000 (base salary)
Who We Are
We are a wealth advisory firm that provides creative, personalized financial planning for a lifetime and beyond. Our purpose is to share our expertise so clients can achieve their financial goals, live the life they envision, and pass their legacy to the people they love – which is why our mission, and the relationships we build with those we serve, are deeply personal. We're as passionate about your dreams as you are, and we're committed to helping you get there.
What We Are Looking For
We're expanding our team with people who share our vision and want to add real, lasting value to our clients – people who think about how we can do things better, make an impact, and grow together. We're looking for an Associate Financial Advisor to join our team and support our lead advisor, playing a key role in retaining existing relationships while helping develop new ones. This is a full-time, salaried position with a clear path to grow into a full advisor role, including potential for succession.
The attributes that we are looking for in a teammate include:
- A proactive, results-driven and client-centric attitude.
- Communicates clearly and explains things in a simple, relatable way.
- Dependable, committed, honest, and friendly.
- Levelheaded temperament; knows how to listen first.
- Ability to communicate the right details to clients.
- Natural self-starter with strong time management and prioritization skills.
- Keen attention to detail and the ability to work independently.
- A true team player who collaborates closely to ensure the best outcome every time.
- Strong communication and interpersonal skills.
- Humility and quick responsiveness to client questions.
- A long view of the opportunities the firm and the industry present.
Who You Are
- You're early-to-mid career in financial services, with hands-on experience supporting an advisor as an Associate Financial Advisor or paraplanner.
- You see this as a launching pad – you're motivated to grow into a full advisory role, not stay behind the scenes indefinitely.
- You take genuine ownership of client relationships and want to be a trusted point of contact, not just support staff.
- You're organized enough to juggle multiple client workflows without anything slipping through the cracks.
- You want to be in the room - part of the day-to-day energy of growing a team.
- You either hold your CFP or are working toward it, and you want a firm that will invest in getting you there.
What You Will Do
- Partner with the lead advisor to build and refine client financial plans using eMoney, Holistiplan and Income Lab.
- Sit in on client meetings, capture the details that matter, and turn them into clear summary letters and thorough follow-up.
- Produce polished, accurate client deliverables – and keep a close eye on account alerts so nothing falls through the cracks.
- Dig into each client's goals and risk profile to make sure their plan truly reflects their life, not just the numbers.
- Build real relationships with clients – learning their circumstances, their people, their interests, and what matters most to them.
- Be a reliable, responsive voice for clients, resolving questions and concerns quickly and thoughtfully.
- Stay sharp on what's happening in financial planning and investing, and bring fresh ideas back to the team.
What You Bring to the Table
- B.A. or B.S. in Business.
- Series 7 and Series 66 (63 and 65) required.
- 2-3 years of experience in financial services, in a similar role.
- Prior experience as an Associate Financial Advisor or Paraplanner required.
- CFP preferred but not required – the firm will sponsor your path to CFP.
- Insurance licenses preferred.
- Proficiency with MS Office (especially Excel), eMoney, Holistiplan, Income Lab, Ycharts, Zocks and Morningstar.
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!
