Associate Financial Advisor

The Associate Financial Advisor supports the advisory practice by aiding in financial planning, managing client relationships, and contributing to business development. Working alongside the lead advisor, this role engages clients to gather and analyze financial data, craft tailored strategies, and ensure precise execution of plans, while also supporting marketing efforts, seminar coordination, and proactive outreach to foster practice growth.

Position Details

Location: Southington, CT (onsite)

Salary: USD 60,000 - 70,000 per year

Key Responsibilities

• Assist in the development and refinement of client financial plans to address their goals and needs.
• Support client relationship management by staying engaged, responsive, and service oriented.
• Contribute to business development efforts to grow the advisory practice.
• Engage with clients to collect, verify, and analyze financial data for informed planning.
• Develop tailored financial strategies that align with client objectives and risk tolerance.
• Coordinate the execution of financial plans to ensure timely and accurate implementation.
• Contribute to marketing initiatives aimed at increasing client engagement and brand visibility.
• Coordinate seminars and events to educate clients and prospects on financial topics.
• Lead or assist with client outreach activities to drive practice growth and retention.
• Collaborate closely with the lead advisor to ensure seamless service and consistent messaging.

Requirements

• Adherence to high ethical and regulatory standards while delivering superior client service and financial advice