Locations in Burlington and Torrington, CT

About Us: Barron Financial Group is a client-focused, independent, fee-only financial planning and investment management firm dedicated to helping our clients achieve their financial goals with confidence. We pride ourselves on our commitment to integrity, personalized service, and a collaborative approach to financial planning. Join a team that values professional growth, community involvement, and a client-first philosophy.

Job Purpose: As a Wealth Advisor Associate / Paraplanner at Barron Financial Group, you will play an integral role in supporting our financial advisors and providing exceptional service to our clients. This is an excellent opportunity for a detail-oriented and client-focused professional looking to start or advance their career in the wealth management field. You will gain hands-on experience in financial planning, investment analysis, and client relationship management.

Key Responsibilities:

●Collaborate with financial advisors to develop and implement comprehensive financial plans, including investment strategies and retirement projections.

●Conduct research on financial products and investment strategies to support advisor recommendations.

●Prepare and maintain accurate client records, financial analyses, and reports.

●Assist in the preparation for client meetings and ensure follow-up on action items.

●Build and maintain relationships with clients, providing exceptional service and addressing their financial planning needs.

●Network with local businesses and community organizations to promote the firm's services and expand business opportunities.

●Stay informed about financial regulations and industry trends to ensure compliance and deliver up-to-date advice.

Requirements:

●Bachelor’s degree in Finance, Economics, Business, or a related field.

●SIE or FPQP required. Series 65/66 expected within the first two years of employment.

●Self-confidence, personal integrity, and a strong understanding of fiduciary responsibility.

●Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.

●Talented at networking with businesses and local communities to build relationships and generate business.

●Strong organizational and time management skills, with attention to detail.

●Experience in financial planning or paraplanning is preferred, but not required.

What We Offer:

●Base Salary: Competitive base salary of $45,000 per year.

●Bonus Opportunities: To reward your contributions and client impact.

●Health Benefits: Flexible health benefits available to support your well-being.

●401(k) Plan: Including a company match to support your retirement goals.

●Expense Reimbursement: Reimbursement for eligible work-related expenses.

●Professional Growth: Access to training, certification support (e.g., CFP®), and career advancement opportunities.

●Work-Life Balance: Flexible work arrangements and potential for remote work.

●Additional Benefits: Paid time off, personal time, holidays, and a supportive team environment.

Career Path & Growth: At Barron Financial Group, we are committed to your professional development. This role offers a pathway to becoming a Financial Advisor as you build your skills and experience. We provide mentoring, continuous learning opportunities, and support for certifications to help you advance your career.

Why Join Us: Join a team that values integrity, collaboration, and client success. At Barron Financial Group, your contributions will make a meaningful impact on clients' lives, and you will have the opportunity to grow in a supportive and dynamic environment.