Hybrid Wealth Advisor — Client‑First Financial Planning

Gilder Search Group; Cheshire (CT); Hybrid; USD 150,000 - 175,000; Full time

Benefits offered by this job

Profit sharing

401K contributions

Flexible work-life balance

Job summary

Gilder Search Group in Cheshire, CT is seeking a Wealth Advisor to manage existing client relationships and build new connections. The role is full-time with a hybrid schedule (1 day remote per week) and offers a competitive compensation package.

You will work with the lead advisor to develop financial plans, assess risk, and coordinate estate and tax considerations, while aligning client goals with firm strategies.

Qualifications

• 5+ years in the financial services industry and in wealth advisory
• Series 7 and Series 66 required
• CFP preferred or pursuing CFP Certification
• Insurance licenses preferred
• Experience with mutual funds, stocks, bonds, insurances and annuities
• Proficiency with MS Office and financial planning tools

Responsibilities

• Retain existing client relationships and develop new connections
• Develop, present and monitor financial planning recommendations
• Analyze clients' income and asset positions annually
• Recommend plans and products to help clients achieve goals
• Ensure compliance with FINRA/SEC requirements
• Collaborate with in-house professionals and strategic partners
• Work with Client Service Manager for scheduling and administration
• Participate on the firm’s investment committee as appropriate

Skills

Proactive attitude

Owner's mindset

Self-starter

Attention to detail

Team player

Strong communication

Responsive to client questions

Written communication

Big-picture thinking

Education

Bachelor's degree in Business

CFP preferred or pursuing CFP

MBA/CPA optional

Tools

Pershing processes

MS Office Suite

MoneyGuidePro

Albridge

Morningstar Advisor

Job description

Gilder Search Group in Cheshire, CT is seeking a Wealth Advisor to manage existing client relationships and build new connections. The role is full-time with a hybrid schedule (1 day remote per week) and offers a competitive compensation package.

You will work with the lead advisor to develop financial plans, assess risk, and coordinate estate and tax considerations, while aligning client goals with firm strategies.