Senior Financial Advisor — Client Strategy & Growth

A financial services firm in Connecticut is seeking a Lead Advisor to manage client relationships and execute financial strategies. The ideal candidate should have a Bachelor's degree in Finance or related field and 24+ years of experience in financial planning or investment advisory services. Responsibilities include client engagement, compliance adherence, and collaboration with operations teams. This position offers competitive benefits, including 401k matching and PTO. #J-18808-Ljbffr