• Financial Advisor Support

    Posted: 01/09/2022

    What we need:

    This role supports the Registered Financial Advisors with day-to-day administrative functions while enhancing the service experience of clients and the service to the advisors.

    You will:

    • Act as a liaison between the representative and their clients.
    • As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative.
    • Provide clerical support including the mailing of approved correspondence, photocopying, answering the representative’s telephone and communicating messages.
    • Maintain representative’s file organization

    You will learn:

    • Internal and external computer systems used daily
    • Products and services including Mutual Funds, Annuities and Life Insurance,
    • Retirement products including IRAs and 403(b)s
    • College funding products including ESAs and 529 plans


    • High School diploma or equivalent
    • High level of organization is needed
    • Ability to multi task
    • Some college preferred
    • Strong verbal communication skills with a customer-service focus
    • Strong organizational skills
    • Ability to meet deadlines
    • Proficient use of Microsoft Office including Word, Excel and PowerPoint

    We are a fast-paced but fun environment where you can expect to learn a great deal and can feel good about making a positive difference in the financial lives of individuals across the country.

    Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years.

    Job Type: Full-time

    Job Type: Full-time

    Pay: $32,000.00 - $45,000.00 per year


    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Vision insurance

    Physical Setting:

    • Office


    • 8 hour shift

    Supplemental Pay:

    • Bonus pay

    Ability to commute/relocate:

    • Glastonbury, CT 06033: Reliably commute or planning to relocate before starting work (Preferred)


    • High school or equivalent (Preferred)


    • Financial concepts: 1 year (Preferred)

    Work Location: Glastonbury Headquarters