Financial Services Assistant (Training to Advisor – Licenses Sponsored)
Morin Associates, LLC
Groton, CT
Preferred (not required):
Bachelor’s degree (Finance, Business, or related field)
Prior experience in financial services, insurance, or client service
Required:
Strong communication and organizational skills
Professional, detail-oriented, and dependable
Willingness to obtain required licenses
Interest in long-term career in financial services and retirement planning.
Assist with client onboarding, service requests, and follow-ups
Prepare meeting materials and financial summaries
Support retirement plan administration (401k, rollovers, contributions)
Help coordinate Medicare and employee benefits enrollments
Maintain CRM systems and client records
Communicate with clients, carriers, and vendors
Learn financial planning concepts and product solutions
This is a career-track position, not just an administrative role.
We are seeking a Financial Services Assistant who will work directly with a Certified Financial Planner and transition into a licensed advisor over time. The right candidate will receive hands-on training in financial planning, insurance, and retirement strategies.
About the Company
Morin Associates, LLC
Morin Associates, LLC is an independent employee benefits and retirement planning firm based in Groton, Connecticut. We specialize in helping individuals, sole proprietors, and small businesses (1-100 employees) design and manage cost-effective health, life, disability, and retirement solutions.
Our firm works with a wide range of top insurance carriers and financial institutions to deliver personalized guidance and long-term planning strategies. We pride ourselves on providing hands-on service, practical solutions, and building lasting client relationships.
As a growing firm, we offer team members the opportunity to gain real-world experience across employee benefits, Medicare, and retirement planning, while developing a long-term career in financial services.
How to Apply
Submit your resume and a brief cover letter to ksm174@protonmail.com or apply directly through Monster.