At Siena Private Wealth, we believe that every financial journey is unique. Our personalized advice is designed to address your specific needs and aspirations, empowering you to make informed decisions. We aim to help you achieve your goals through comprehensive financial planning and custom portfolio management.

Industry: Financial Services
Company Size: 2-10 employees

Siena Private Wealth

Savvy Admin PROD

**About Us **

Siena Private Wealth is a boutique, fiduciary wealth management practice 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.

We are seeking a Junior Financial Advisor who is eager to grow with us over the long term.

**The Role **

This position is designed for someone who is intellectually curious, people-oriented, and committed to learning this profession thoughtfully and well. 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:

- Entering client data into financial planning software and generating planning reports for advisor review

- Assisting with investment research and the rebalancing of client portfolios

- Supporting the client onboarding process and responding to various administrative requests in coordination with our Client Services Specialist

- 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 with a degree of independence once direction has been provided. You will be a resource to both the Lead Financial Advisor and the Client Services Specialist, and the ability to move fluidly between planning-focused and administratively-focused work is essential.

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 remote 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, though we place far greater emphasis on how a candidate thinks and engages with the world than on their field of study — and we find that a liberal arts background translates particularly well to the relational and analytical demands of financial planning. We do not require that a candidate have already begun the CFP certification process, but we do ask that they be familiar with the designation and genuinely interested in pursuing it as part of their professional development here.

Beyond credentials, we are looking for someone with a genuine warmth toward people — someone 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. These kinds of experiences tend to produce professionals with exceptional interpersonal instincts, and we have found that they translate remarkably well into client-facing advisory work.

**Compensation and Benefits **

Siena Private Wealth offers a competitive compensation package and a benefits structure that reflects our genuine commitment to the people who work here. Benefits include:

- Fully covered medical insurance (100% employer-paid)

- Paid family leave

- Generous paid time off

- Employer-paid continuing education, including support for CFP coursework and examination fees

- Charitable contribution matching

**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. **

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

Junior Financial Advisor

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