Kestra Financial
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Base pay range
$48,000.00/yr - $48,000.00/yr Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele. This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor. This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience.
Requirements
Minimum 3-5 years of experience in financial advising Life, Health and Accident License - State of CT FINRA Series 7 and FINRA 66 License Well organized with the ability to manage time effectively with multiple priorities Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics Clean record with SEC and FINRA
Skills
Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning Coachable and trainable to fit the culture of the company and succeed in a service-orientated business
Benefits
Annual base income $48,000 plus competitive grid payout Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
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$48,000.00/yr - $48,000.00/yr Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele. This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor. This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience.
Requirements
Minimum 3-5 years of experience in financial advising Life, Health and Accident License - State of CT FINRA Series 7 and FINRA 66 License Well organized with the ability to manage time effectively with multiple priorities Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics Clean record with SEC and FINRA
Skills
Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning Coachable and trainable to fit the culture of the company and succeed in a service-orientated business
Benefits
Annual base income $48,000 plus competitive grid payout Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance Industries IT Services and IT Consulting Referrals increase your chances of interviewing at Kestra Financial by 2x Get notified about new Associate Financial Advisor jobs in
Hartford, CT . West Hartford, CT $70,000.00-$110,000.00 1 month ago Hartford, CT $45,000.00-$100,000.00 2 days ago Hartford, CT $55,000.00-$80,000.00 3 days ago West Hartford, CT $55,000.00-$80,000.00 3 days ago West Hartford, CT $52,000.00-$210,000.00 1 month ago Avon, CT $125,000.00-$135,000.00 2 weeks ago Financial Consultant Academy - January and April 2026 Cohorts
Southington, CT $120,000.00-$220,000.00 1 day ago 2026 January - Financial Advisor Development Program - Hartford
College Financial Representative, Internship Program
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Hartford, CT $71,900.00-$118,700.00 1 month ago College Financial Representative, Internship Program
West Hartford, CT $500.00-$1,000.00 1 week ago Hartford, CT $60,000.00-$110,000.00 2 months ago West Hartford, CT $60,000.00-$70,000.00 3 weeks ago Financial Consultant, Revenue Requirements (Electric & Gas Public Utilities) (Hybrid)
Berlin, CT $127,490.00-$141,660.00 5 days ago Financial Solutions Advisor - Pioneer Valley Market
West Hartford, CT $70,000.00-$80,000.00 1 week ago Hartford, CT $50,000.00-$125,000.00 2 weeks ago Hartford, CT $100,000.00-$135,000.00 1 month ago East Hartford, CT $50,000.00-$125,000.00 2 weeks ago Sr Financial Consultant - Business Insurance Finance
Hartford, CT $71,900.00-$118,700.00 2 months ago Financial Solutions Advisor - Avon Financial Center, CT
Avon, CT $70,000.00-$80,000.00 12 hours ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr