Financial Advisor: Wealth Planning & Client Growth

Wealth Enhancement Group; Hartford (CT); On-site; USD 150,000 - 170,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Health Savings Account (HSA)

401k with match

Paid time off

Job summary

Wealth Enhancement Group in Hartford, CT seeks a Financial Advisor to join a collaborative advisory team. You will serve clients, deliver sophisticated planning solutions, and help families achieve long-term financial goals with a best-in-class client experience.

The base salary ranges from $150,000 to $170,000, exclusive of commissions and bonuses, and there is potential for variable compensation and equity participation. We value integrity, teamwork, and client-focused planning.

Qualifications

• Requires a 4-year degree in business, finance, or economics.
• Advanced professional designation (CFP, CPA, MBA, etc.).
• Series 65 required for RIA.
• Insurance licenses.
• 4+ years of experience in wealth management.

Responsibilities

• Manage client relationships and assist senior advisors with planning-based services.
• Source and close prospective clients and present financial plans.
• Conduct annual reviews covering planning and investments.
• Place trades and manage accounts as directed.
• Assist during client meetings and document notes in CRM.
• Participate in trainings and use advisor/client facing technology.

Skills

Analytical skills

Communication skills

Organizational skills

Prospecting / client sourcing

Education

4-year degree in Business/Finance/Economics

CFP / CPA / MBA or equivalent

Job description

Wealth Enhancement Group in Hartford, CT seeks a Financial Advisor to join a collaborative advisory team. You will serve clients, deliver sophisticated planning solutions, and help families achieve long-term financial goals with a best-in-class client experience.

The base salary ranges from $150,000 to $170,000, exclusive of commissions and bonuses, and there is potential for variable compensation and equity participation. We value integrity, teamwork, and client-focused planning.