Associate Financial Advisor

Company Description Connecticut River Wealth Management is a client-focused financial services firm dedicated to helping individuals, families, and businesses build and preserve wealth. The firm emphasizes personalized strategies, long-term relationships, and guidance to support clients in achieving their financial goals. Team members collaborate to deliver comprehensive planning, investment, and risk management solutions tailored to each client’s unique situation. The organization values integrity, professional growth, and a service-oriented mindset, offering a supportive environment for financial professionals to develop their careers.

Salary Range:$65,000-$80,000

Role Description The Associate Financial Advisor is a full-time, on-site role based in Manchester, CT. This role involves supporting Senior Financial Advisors by attending joint client meetings and working on service follow up. This includes entering trades, open new accounts, enter financial plan data, insurance illustration will handle incoming calls and service matters and communicates directly with clients. The Associate will be expected to continue their education and will have the opportunity to grow their skills be pursuing supported continuing education like the CFP designation.

Qualifications

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• Knowledge of Investments and financial planning
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• Series 7 and 66 or equivalent license.
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• Clear and empathetic communication skills, with the ability to explain complex concepts in accessible terms.
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• Demonstrated client service orientation and ability to build and maintain long-term professional relationships.
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• Bachelor’s degree, with degrees in Finance, Economics preferred
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