Careers
Senior Financial Advisor
The Senior Financial Advisor plays a key role in servicing existing client relationships, supporting the Lead Advisor, and helping oversee and develop the junior advisory team members. They will meet with clients one-on-one and make recommendations. This position ensures timely, high-quality execution of client requests while maintaining exceptional service standards. The ideal candidate is detail-oriented, client-focused, and experienced in investment and insurance operations. They will have a minimum of 5 years experience.
Associate Financial Advisor
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 designations.