Firm Overview
Monte Financial Group, LLC is a fee-only financial planning and investment advisory firm based in Guilford, Connecticut. We are a growing team of nine separated across two business segments: Wealth Management and Asset Management. We are currently seeking an Associate Wealth Advisor to join our growing Wealth Management division.
Job Summary
The Associate Wealth Advisor is expected to manage client relationships through periodic communication, focusing on the progress of a client s financial goals and objectives established within our financial planning process. Additionally, responsibilities will include supporting other internal Wealth Advisors. The Associate Wealth Advisor is also responsible for developing in-depth investment policy statements and maintaining constant communication with the Asset Management team to ensure the client s investment needs and objectives are being achieved. We are looking for an individual dedicated to a career as a Wealth Advisor and grow expertise in an RIA firm.
Key Accountabilities
Qualifications
Education, Experience, Licenses & Designations
Monte Financial Group, LLC
05/11/2024
All cities,CT