Junior Financial Advisor

We are seeking a Junior Financial Advisor who may not necessarily have current financial experience but who enjoys taking care of people, learning, and is eager to grow with us over the long term. The application process is at the end of this post, so read on!

Siena Private Wealth is a boutique wealth management practice, working under the fiduciary standard, based in West Hartford, CT. lo We are a family-run practice whose team includes a CFP, estate attorney, and CPA working in close collaboration to deliver comprehensive, deeply personalized financial planning and investment management to our clients. At Siena, we believe that exceptional financial advice is built on relationships as much as it is on professional guidance, and every dimension of our practice reflects that conviction.

The Role

You will work directly with our Lead Financial Advisor and our Client Services Specialist, gaining exposure to both the financial planning and administrative sides of a full-service wealth management practice.

Your responsibilities will include:

• Assisting financial advisor in developing personal financial plans from start to finish--including meeting and getting to know and understand clients, understanding their financial situations, inputting information to financial planning software, and making/presenting recommendations at client meeting
• Supporting the client onboarding process and responding to various administrative requests in coordination with our Client Services Specialist
• Engaging in community events in line with Siena's charitable commitment and to network in the community 
• Anticipating client needs and helping to ensure that every client interaction reflects the high standard of service Siena is known for

We fully expect to train the right candidate and do not require prior mastery of these tasks. What we do require is someone who learns quickly, takes initiative, and is capable of working independently once direction has been provided. You will be a resource to both the Lead Financial Advisor and the Client Services Specialist, and you'll be expected to move between planning-focused and administratively-focused work.

The long-term goal of this role is meaningful: we intend to develop our Junior Financial Advisor into someone who can lead financial planning engagements and serve as the primary advisor on client relationships. This is a career-building opportunity within a firm that is genuinely invested in your professional development.

What We Are Looking For

We are seeking candidates who are based on the East Coast and, ideally, within a 4 hour driving range of our office in West Hartford. As this is a hybrid opportunity, we do ask that candidates be willing and able to travel to our West Hartford, CT headquarters at least quarterly, particularly during the earlier years of the role.

The ideal candidate must hold a college degree, but not necessarily one in finance or business. We place far greater emphasis on how a candidate thinks and engages with the world than on their field of study. A liberal arts background translates particularly well to the relational and analytical demands of financial planning. 

Beyond credentials, we are looking for someone with a genuine warmth toward people — who notices what others need, anticipates how they might feel, and takes real satisfaction in solving problems and finding solutions. We want someone who is comfortable with new technology and new ways of doing things, who does not require constant guidance to move work forward, and who shares our belief that community engagement is a meaningful part of professional life.

We also place particular value on candidates who bring something additional to the table — whether that is fluency in a second language, prior professional experience in another field, experience working in banking or at an investment institution, or a background in a service-oriented role such as restaurant hospitality, paralegal work, or financial planning support. 

Why Siena

Joining Siena means joining a small, high-functioning team where your contributions are visible, your growth is taken seriously, and the work you do genuinely matters to the clients you serve. You will learn alongside advisors who hold both CFP and JD credentials and who work in close partnership with a CPA — and you will do so in an environment that values rigor, relationships, and doing right by people in equal measure.

To Apply

Please submit a resume along with a brief personal statement to Marisa@sienaprivate.com explaining what draws you to this role and to Siena Private Wealth specifically. Please explain how your background or experiences prepare you to meet or exceed our expectations for the role. Please also clearly state whether you are using AI to help write your statements; in what capacity you are using the tool; and why you have chosen to use it.

We know it takes a lot of energy and courage to apply for a new opportunity and appreciate your consideration of Siena!

Advisory services offered through Siena Private Wealth, A Member of Advisory Services Network, LLC. Tax and Accounting services offered through Rothstein & Co., CPA. Estate planning and legal services offered through Siena Legal, LLC. Advisory Services Network, LLC, Rothstein & Co., CPA and Siena Legal are not affiliated.