Wealth Planning & Research Associate

$65k - $75k

Somberg Wealth Management, LLC

A reputable wealth advisory firm in Glastonbury, Connecticut, is seeking a motivated Associate Analyst to support financial planning and investment strategies. The role requires 1-2 years of relevant experience and a four-year degree. The Associate Analyst will work closely with senior staff to gather client data, conduct financial analysis, and assist in portfolio management. A commitment to a professional environment and the ability to work onsite are essential. Compensation is competitive, ranging from $65k to $75k. #J-18808-Ljbffr Somberg Wealth Management, LLC

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Vacancy posted 3 days ago

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