Wealth Advisor Associate
$45kBCI - Brokerage Consultants Inc
Wealth Advisor Associate | Burlington or Torrington, CT (hybrid possibility) A client-focused, independent, fee-only financial planning and investment management firm dedicated to helping clients achieve their financial goals is searching for an Associate Wealth Advisor to join their practice. As a Wealth Advisor Associate / Paraplanner, you will play a vital role in supporting financial advisors and delivering exceptional service to clients, offering a great opportunity for detail-oriented professionals to gain hands-on experience in financial planning, investment analysis, and client relationship management. Responsibilities: Work closely with financial advisors to develop and implement comprehensive financial plans, including tailored investment strategies and retirement projections Conduct thorough research on financial products and investment strategies to support advisor recommendations Prepare and maintain accurate client records, financial analyses, and detailed reports Assist in the preparation for client meetings, ensuring timely follow-up on all action items Build and maintain strong client relationships by providing exceptional service and addressing their financial planning needs Network with local businesses and community organizations to promote the firm's services and expand business opportunities Stay updated on financial regulations and industry trends to ensure compliance and deliver relevant, up-to-date advice Requirements: Bachelor's degree in Finance, Economics, Business, or a related field SIE or FPQP certification required; Series 65/66 must be obtained within the first two years of employment Experience in financial planning or paraplanning is preferred but not mandatory Demonstrates self-confidence, personal integrity, and a strong understanding of fiduciary responsibility Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients Skilled in networking with businesses and local communities to foster relationships and generate business opportunities Detail-oriented with strong organizational and time management abilities Target base salary of $45k + bonus. This figure can vary depending on factors such as skillset and experience level.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor Associate in Torrington, CT vacancy
- ...About the Role As a Distribution Center Associate, you'll be a crucial part of our logistics operations, ensuring that products are efficiently and accurately distributed to our customers. You'll work in a dynamic environment, handling various tasks from receiving and...Suggested
Amazon
Torrington, CT4 days ago - ...Job Description Lot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintaining a sufficient quantity of carts near the entrance of the store. This position...SuggestedLocal area
Home Depot
New Hartford, CT5 days ago $52k - $62k
...Location: On-Site, Torrington, CT Salary Range: $52,000-$62,000 a year, based on qualifications and experience The Finance Associate plays a key role in supporting the organization's financial operations. This position assists with accounting, payroll, budgeting...SuggestedFull timeWork at officeMonday to FridayFlexible hoursSusan B Anthony Project
Torrington, CT1 day ago- Quality Talent Group is seeking candidates for a banking role in Torrington, Connecticut. This position offers an opportunity to join a leading national bank and build meaningful customer relationships while assisting with financial solutions. The ideal candidate will ...Suggested
Quality Talent Group
Torrington, CT1 day ago - ...to make our members feel welcome in our Judgement Free Zone. Characteristics that will make you a perfect match for our Front Desk Associate: You: Exhibit a positive and upbeat attitude. Have a passion for delivering a consistent and exceptional experience to our members...SuggestedFull timeFlexible hoursShift work
Planet Fitness
Thomaston, CT2 days ago - ...Rentals, the largest equipment rental company in the world, is offering an excellent opportunity for a portable sanitation Equipment Associate ready to grow their career with the leading company in the industry. Our goal is to make sure that all equipment leaving the yard...Hourly payFlexible hours
United Rentals
Canton, CT4 days ago - ...program is expanding, providing home based early intervention services for our clients. We are currently seeking Developmental Therapy Associates to join our team!! Provides services to all families eligible for Creative Interventions’ comprehensive and Autism Specialty...Work from home
Creative Interventions LLC
Canton, CT8 days ago $16.94 - $19.94 per hour
...Global Partners LP is seeking a Guest Service Associate in Winsted, Connecticut. The role offers a dynamic work environment where you'll ensure a great guest experience while managing various store operations and responsibilities. You will need availability for flexible...Hourly payFlexible hoursNight shiftGlobal Partners
Winsted, CT1 day ago$60.35k - $79.21k
Join a culture that emphasizes and rewards performance and goal achievement. Our IT department supports offices nationwide by providing reliable technology solutions for infrastructure, software, data analytics, and customer focus-all with an unwavering commitment to...Temporary workCasual workRemote workThe Doctors Company
Unionville, CT4 days ago$16.5 - $20.63 per hour
...Omni Associate As the Omni Associate you are accountable for contributing to profitable sales growth by executing Enterprise Fulfillment and jcp.com activities and strategies to include Customer Service & Sales, Enterprise Fulfillment, jcp.com operations, and general...Hourly payWork experience placementWorldwide- Delivery Specialist The Delivery Specialist will maintain and operate store vehicles to deliver parts and/or products to professional customers in a safe and efficient manner. This position will also collect money on C.O.D. deliveries and pick up customer returns. ...Local areaImmediate startFlexible hours
O'Reilly Auto Parts
Torrington, CT3 days ago $18 per hour
Are you passionate about hard work and committed to improving the lives of others? Do you thrive in a supportive environment and love working outside? Then you are a perfect fit for our team! As a Mosquito Control Specialist at Mosquito Authority, you will use proven mosquito...Hourly payWeekend workMosquito Authority Torrington, CT
Torrington, CT5 days ago- ...condition to the Manager on Duty and carry out job responsibilities in a manner that minimizes the risk of injury to themselves, other associates, vendors, customers, and the Company. They must demonstrate integrity at all times, respond to asset protection and operational...
The Home Depot
New Hartford, CT5 days ago - ...condition to the Manager on Duty and carry out job responsibilities in a manner that minimizes the risk of injury to themselves, other associates, vendors, customers, and the Company. They must demonstrate integrity at all times, respond to asset protection and operational...Local area
Home Depot
New Hartford, CT1 day ago $24 per hour
Employment Specialist This role is part of the Supported Employment team working with clients with significant mental health issues. This position will be embedded in clinical teams in the Greater Torrington Area, providing support and services to clients that have goals...Full timeWork at officeMccallcenterct
Torrington, CT4 days ago- Quality Talent Group is seeking bankers for a leading financial services employer. This position involves building customer relationships, assisting with account management, and ensuring compliance with regulations. Ideal candidates should have a commitment to professionalism...
Quality Talent Group
Collinsville, CT1 day ago $50 - $60 per hour
...or in progress) is stronglypreferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You’ll be able to choose which...Hourly payFull timeContract workPart timeWork experience placementRemote workData Annotation
Torrington, CT5 days ago$50 - $60 per hour
...or in progress) is stronglypreferred. Relevant backgrounds include Financial Accounting, Investment Banking, CorporateDevelopment, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You’ll be able to choose which projects...Hourly payFull timeContract workPart timeWork experience placementRemote workData Annotation
Torrington, CT4 days ago- ...We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and...
- Quality Talent Group is seeking bankers for a full-time or part-time role in Connecticut. This position involves building customer relationships, assisting with transactions, and understanding digital banking tools. Ideal candidates will have customer service experience...Full timePart time
- ...Rentals, the largest equipment rental company in the world, is offering an excellent opportunity for a portable sanitation Equipment Associate ready to grow their career with the leading company in the industry. Our goal is to make sure that all equipment leaving the...Hourly payFlexible hours
- ...management, including monitoring financial reporting, maturities, covenants, and risk ratings. •Partner with the cash management and wealth teams to identify and execute cross-sell opportunities that strengthen client relationships and expand the bank’s footprint. •...Temporary workLocal area
- ...Job Description Job Description Associate Veterinarian (DVM) – Burlington, CT A veterinary hospital is seeking an Associate Veterinarian to join its established practice. This is a great opportunity for both new graduates and experienced veterinarians looking to...
- Location Detail: 60 Hartland St E. Hartford (10630) Work where every moment matters. Every day, almost 40,000 Hartford HealthCare colleagues come to work with one thing in common: Pride in what we do, knowing every moment matters here. We invite you to become ...
Hartford HealthCare at Home
Pleasant Valley, CT7 hours ago - A leading consumer goods marketing company is looking for enthusiastic Food Demonstrators/Sales Advisers in the Canton, CT area. This permanent part-time role involves performing food and beverage sampling demonstrations inside local grocery stores, focusing on creating...Extra incomePermanent employmentPart timeLocal area
$22 per hour
Job Description Job Description Description: Mental Health Connecticut (MHC) is a statewide not for profit provider agency that partners with individuals, their families, and the surrounding communities to create environments that support long-term health and wellness...Hourly payFull timeContract workNight shift$21.5 per hour
Job Description Job Description Description: Mental Health Connecticut (MHC) is a statewide not for profit provider agency that partners with individuals, their families, and the surrounding communities to create environments that support long-term health and wellness...Hourly payFull timeContract workShift workAfternoon shift$24 per hour
...related field preferred, 2 years’ experience working with homeless population and/or lived experience required. Candidates with an Associate's degree plus a minimum of 3 years’ experience will be considered. CCB certification a plus. Must have excellent verbal and...Permanent employmentFull timeLocal areaRelocation packageMonday to Friday$24 per hour
Job Description Job Description Community Engagement Specialist The Community Engagement Specialist will serve on an Overdose Response Team alongside law enforcement and/or first responders to provide support at the scene of an overdose or conduct outreach to individuals...Full timeWeekend workAfternoon shift$23 per hour
Job Description Job Description Description: Mental Health Connecticut (MHC) is a statewide not for profit provider agency that partners with individuals, their families, and the surrounding communities to create environments that support long-term health and wellness...Hourly payFull timeImmediate startWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor Associate. Be the first to apply!
Related searches