Wealth Advisor Associate — Client-First Growth & Rewards
Carson Group
Carson Group is seeking a Invest Advisor to establish new client relationships and provide advisory services to existing clients in Wallingford, CT. You will deliver financial guidance, promote investment strategies, and coordinate client service activities for exceptional experiences. The role requires a Bachelor's in Business or Finance and an active CFP-like designation, with a focus on business development, client service, and strong communication. #J-18808-Ljbffr Carson Group
Vacancy posted 3 days ago
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