Independent Financial Advisor

Masis Professional Group; Connecticut; On-site; USD 90,000 - 160,000; Full time

Job summary

Masis Professional Group in Connecticut is seeking seasoned Financial Advisors who have built strong client relationships and managed assets for high-net-worth individuals and business owners. The opportunity offers independence, enhanced resources, and a platform designed to support long-term growth of your practice.

Ideal candidates are entrepreneurial, with an established wealth management practice and a history of growing client assets.

Qualifications

• Experience serving high-net-worth clients and families.
• Proven ability to grow client assets within an established practice.
• Entrepreneurial mindset with interest in independence or succession opportunities.
• Established wealth management practice with strong client relationships.

Skills

Financial advisory

Client relationship management

Entrepreneurial mindset

Business development

Job description

An opportunity for established advisors ready for their next chapter.

I am looking to connect with experienced Financial Advisors who have built successful client relationships and are interested in exploring new opportunities within an established wealth management platform.

This is an opportunity for an established advisor to potentially gain greater independence, enhanced resources and operational support, attractive economics, and a platform designed to support the continued growth and long-term success of their practice.

The ideal candidate:

• Serves high-net-worth individuals, families and business owners.
• Has a demonstrated history of managing and growing client assets.
• Is entrepreneurial and interested in exploring new opportunities.
• Has an established wealth management practice and strong client relationships.
• May be considering greater independence, a platform change, or a long-term succession opportunity.

I am particularly interested in speaking with advisors who have built meaningful practices and are considering what the next chapter might look like.

Location:

Fairfield County, CT

All conversations will be handled confidentially.