Entry-Level Wealth Planning Analyst | Growth & Mentorship

Ctwealthmgmt

Hartford, CT

JOB DETAILS
SKILLS
Analysis Skills, Customer Relations, Customer Support/Service, Data Analysis, Financial Management, Financial Planning, Materials Analysis, Mentoring, Series 65, Team Player
LOCATION
Hartford, CT
POSTED
Today

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

About the Company

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Ctwealthmgmt