• Athene Wealth Management, LLC


    Financial Services

    About Us

    Jenny specializes in a big picture approach to investment management and financial planning by assessing your entire financial picture to manage funds tax efficiently and give you a road map toward large goals like retirement and paying for education.


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    Office Manager and Executive Assistant
    Category: Administrative, Support & Clerical
    We are looking for a full-time Executive Assistant/Office Manager (EA) to support and partner with the financial advisor (FA). Together, the FA and EA build deep, trusting client relationships. The EA runs first impression management ensuring all policies and processes are adhered to and delivers exceptional client service enabling the FA to focus on client needs, strategy, portfolio management ...read more
    Contact: Jenny Bergeron
    Phone:(860) 430-2637
    Fax:(860) 430-2881