Are you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy working with advisors and helping to create client's financial plans and other analysis documents, we would like to talk to you! Our dynamic, fast-paced wealth management firm in Wethersfield, CT is looking to expand our in-office team. We have the tools and resources to help you build a great future while sharing your expertise!
This position requires that you possess the following skills: • High level of communication and follow-through skills • Strong organizational skills • Motivated and driven by reaching goals and growth • Financial Industry knowledge/experience preferred • Experience with MS Office and Salesforce preferred
? Ability to meet deadlines and attention to detail
? 4 Year college degree in business or finance
Responsibilities/Tasks: • Responsible for assisting Financial Advisors in creating risk reports, income analysis, and one page deliverable for prospective client meetings. • Prepare documents for upcoming review appointments with existing clients. • Manage Salesforce data & ensure records are kept. • Produce additional analysis reports for advisors as requested. • Maintain accurate filing records to satisfy federal regulator requirements. • Support the client service department with any additional tasks.