Senior Financial Advisor – $40M+ AUM, Growth Leader

Procyon; Glastonbury (CT); Hybrid; USD 150.000 - 250.000; Vollzeit

Benefits dieser Stelle

Hybrid work schedule

Education reimbursement

Zusammenfassung

Procyon is seeking an established Financial Advisor in the United States to drive growth, close new client relationships, and deliver comprehensive, planning-led wealth management with white-glove service.

The role blends investments, planning, tax, and risk expertise with the interpersonal skill to build trust and win. You’ll leverage the firm’s platform to scale your practice while maintaining rigorous compliance.

Qualifikationen

• Minimum $40 million in current, transferable client assets under management (AUM) required.
• Clean U4 — no disclosures, complaints, or regulatory actions.
• Minimum 3 years as a financial advisor with a proven business development track record.
• Series 65 or ability to obtain within 3 months of start date.
• CFP, JD, CPA, or CFA strongly preferred; expert in planning, investments, tax, and risk.
• Proven ability to source, cultivate, and convert prospects into long-term clients.
• Excellent written and verbal communication; able to explain complex topics clearly.

Aufgaben

• Drive growth by sourcing, cultivating, and closing new client relationships.
• Develop a personal business development plan with referrals and marketing support.
• Build Center of Influence through networking and events.
• Deliver planning-led wealth management across investments, retirement, estate, tax, and risk.
• Collaborate with teams to scale the practice while maintaining compliance.

Kenntnisse

Business development

Closing client relationships

Communication skills

Relationship management

Ausbildung

Series 65

CFP / JD / CPA / CFA preferred

Tools

Black Diamond

Jobbeschreibung

Procyon is seeking an established Financial Advisor in the United States to drive growth, close new client relationships, and deliver comprehensive, planning-led wealth management with white-glove service.

The role blends investments, planning, tax, and risk expertise with the interpersonal skill to build trust and win. You’ll leverage the firm’s platform to scale your practice while maintaining rigorous compliance.