Entry-Level Wealth Planning Analyst | Growth & Mentorship
Ctwealthmgmt
Ctwealthmgmt is looking for an entry-level Analyst in Farmington, CT, who will support clients by managing comprehensive financial plans. Join a team dedicated to positive impacts in clients' lives and professional growth within a collaborative work environment. The role involves preparing meeting materials, data analysis, and building relationships with clients. Applicants should possess a Bachelor's degree and a willingness to attain a Series 65 license. The firm offers generous benefits including 5 weeks paid vacation, 401(k) contributions, and opportunities for professional development. #J-18808-Ljbffr Ctwealthmgmt
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