Ctwealthmgmt

3 jobs near Columbus, OH

Financial Advisor

Farmington, CT · On-site

$70 - $90/hr

Do you thrive in a positive, supportive, and collaborative work environment? Grow your career with the firm voted one of Connecticut's Best Places to Work . Connecticut Wealth Management (CTWM) is a ...

New

Analyst

Farmington, CT · On-site

$50 - $70/hr

Do you thrive in a positive, supportive, and collaborative work environment? Grow your career with the firm voted one of Connecticut's Best Places to Work . Connecticut Wealth Management (CTWM) is a ...

New

Entry-Level Wealth Planning Analyst | Growth & Mentorship

Ctwealthmgmt

Farmington, CT • On-site

$50 - $70/hr

Other

Retirement, PTO

Posted yesterday

New


Job description

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.

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