Hybrid Wealth Advisor | Client-Focused Financial Planner

Gilder Search Group; Shelton (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 support the firm’s lead advisor. The advisor will retain existing client relationships and cultivate new connections, delivering tailored financial guidance.

This full-time, salaried position offers a competitive benefits package, including annual profit sharing, 401(k) contributions, and a flexible, family-first work-life balance. Strong client-facing communication and teamwork are essential.

Qualifications

• B.A. or B.S. in Business; advanced degree/designation a plus (e.g. MBA, CFP, CPA).
• Series 7 and Series 66 required.
• 5+ years in the financial services industry and in the role.
• CFP preferred (or willingness to enroll).
• Insurance licenses preferred.
• Experience with Pershing processes and forms is a plus.
• Proficiency with mutual funds, stocks, bonds, insurance, and annuities.

Responsibilities

• Retain existing client relationships while developing new connections.
• Establish and define the client-planner relationship.
• Develop, present and monitor financial planning recommendations and alternatives.
• Analyze clients’ income and asset situations annually and adjust plans.

Skills

Client-centric

Proactive

Time management

Attention to detail

Strong communication

Team player

Education

B.A./B.S. in Business

CFP preferred

MBA preferred

Tools

MS Office Suite

Excel

MoneyGuidePro

Albridge

Morningstar Advisor

Job description

Gilder Search Group in Cheshire, CT is seeking a Wealth Advisor to support the firm’s lead advisor. The advisor will retain existing client relationships and cultivate new connections, delivering tailored financial guidance.

This full-time, salaried position offers a competitive benefits package, including annual profit sharing, 401(k) contributions, and a flexible, family-first work-life balance. Strong client-facing communication and teamwork are essential.