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Hybrid-Ready: Entry-Level Financial Analyst & Growth

Ctwealthmgmt, Farmington, CT, United States


A leading investment advisory firm in Farmington, CT, is seeking an entry-level Analyst to support Senior Financial Advisors by managing client financial plans. Responsibilities include preparing paperwork for client meetings, collecting financial data, and rebalancing investment portfolios. Ideal candidates will possess a Bachelor’s degree and have a strong desire to learn in a collaborative environment. The firm offers comprehensive training, career growth opportunities, and competitive benefits including 401(k) contributions and paid time off. #J-18808-Ljbffr