Matson Financial Advisors, Inc转发了
We’re #hiring and growing our team. Know anyone who might be interested in our Employee Benefits position?
关于我们
Matson Financial Advisors, Inc. is a caring team of professionals dedicated to meeting the financial goals of our individual and corporate clients. We offer individual attention and tailor our advice to the unique circumstances of every client. Ultimately, our independent recommendations help to provide financial security. We recognize that it is our professional responsibility to respect and protect the privacy of confidential information. We are proud of our ability to maintain the trust and confidence of our clients. As a Registered Investment Adviser firm, Matson Financial Advisors, Inc. is committed to the Fiduciary Standard of Care. Securities and Advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Advisory services also offered through Matson Financial Advisors. Cetera is under separate ownership from any other named entity.
- 网站
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https://www.matsonfinancialadvisors.com
Matson Financial Advisors, Inc的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Danbury，CT
- 类型
- 私人持股
- 创立
- 1993
- 领域
- Wealth Management、Financial Planning、Retirement Planning、Employee Benefits、Investments、Retirement Income、Estate Planning和Tax Planning
地点
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主要
获取路线
4 Mountainview Terr
Suite 104
US，CT，Danbury，06810
Matson Financial Advisors, Inc员工
动态
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We're looking for an Associate Investment Portfolio Analyst. Think this might be a role for you? MFA seeks an Associate Investment/Portfolio Analyst with at least 2 years of financial planning/investment/wealth management experience to assist us in our mission of helping clients achieve their financial goals. In this role you are expected to share life/work experiences and insight, while learning about the investment strategy, portfolio allocations, investment policy statements, model portfolios and processes of Matson Financial Advisors. This role requires a collaborative personality and a need to be detail-oriented, as a trusted resource for staff and clients. Besides competent math, research and Excel spreadsheet skills, the firm seeks candidates with excellent communication skills and eager to engage with others. This role is an important link between lead planners/advisors, Director of Investments/Portfolio Management and our high-net worth clients. To learn more, visit our website: https://lnkd.in/e_nFcjqC
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We are hiring an Associate Financial Planner! Know anyone who might be interested in joining our planning team? MFA is seeking an Associate Financial Planner with at least 2 years of financial planning/wealth management/investment industry experience to assist us in our mission of helping clients achieve their financial goals. In this role, you will be expected to quickly learn the processes of the firm and understand our business philosophy and priorities so that you may assist with the financial planning needs of our clients. It will be expected that you are comfortable communicating complex financial topics to clients, and you are capable of corresponding with clients via email, Zoom meetings, and over the phone, to assist with any and all client service needs. To learn more, visit our website for Job Descriptions: https://lnkd.in/e_nFcjqC
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We’re #hiring and growing our team. Know anyone who might be interested in our Employee Benefits position?