Wealth Management Advisor

My client is a boutique wealth management firm located in Glastonbury, CT. They are seeking a Senior Wealth Management Advisor to join their team. This position is client-facing, offers amazing compensation and benefits, and a mapped-out growth path. Some responsibilities include:-Managing a portfolio of client relationships, leading client meetings, the financial plan manufacturing process, and ongoing maintenance.-Your role with a new client is to facilitate a smooth hand-off from the Managing Partner, establish a trusting relationship, and deliver the experience and phenomenal service.-Coordinate the overall client engagement, financial plan manufacture process, and client communications.-Lead client meetings, document decisions, and action items, and coordinate follow-up with other staff and clients to ensure deadlines and quality control standards are met.-Assemble materials for client meetings, including agendas, reviews, financial plans and programs, investment observations and recommendations, required data, and presentations.-Coordinate implementation of the plan with the team to ensure insurance/risk management and investment recommendations are brought to fruition.-Regularly review client performance against the plan.-Produce client recommendations, strategies, cash flow plans, road maps, and proposals.-Stay current with market updates and relevant products.Requirements:Bachelors DegreeCFP PreferredSeries 7, Series 63 and 65, or Series 66 5+ years of experience in wealth management, client-facing roleSalary and Benefits:Base (commensurate with experience) plus bonus position. Full benefits package also included.

Created: 2025-02-19