Senior Financial Advisor & Planner — Lead HNW Clients

Right Executive Search, LLC; Avon (CT); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

401(k) with employer contribution

Health, dental, vision coverage

Paid professional development & CFP CE

Job summary

Our client, a growing wealth management firm in Avon, CT, is seeking a Senior Financial Advisor/Senior Financial Planner CFP to take full ownership of client relationships and serve as a senior planning resource within the firm.

The ideal candidate leads client meetings independently, identifies planning opportunities, and delivers holistic financial planning advice while mentoring junior planners in a collaborative, growth-oriented environment.

Qualifications

• 4+ years of comprehensive financial planning experience.
• CFP certification or in progress.
• Experience leading client meetings independently.
• Strong knowledge of tax planning, retirement income strategies, estate considerations, and portfolio construction.
• Experience in an RIA/BD or hybrid RIA/BD environment.
• Familiarity with eMoney planning software.

Responsibilities

• Lead and manage ongoing advisory relationships.
• Conduct client meetings with confidence and professionalism.
• Serve as a trusted advisor guiding clients through major life and financial decisions.
• Deliver advice across retirement planning, tax strategy, estate planning, insurance analysis, investment allocation, and college planning.
• Develop, present, and update comprehensive financial plans using eMoney.
• Proactively identify planning gaps and next-step opportunities.
• Coordinate with CPAs, estate attorneys, and other outside professionals.
• Contribute to planning system improvements and workflow optimization.

Skills

Client relationship management

Leadership/mentoring

Financial planning leadership

Presentations/public speaking

Education

CFP certification (in progress)

Tools

eMoney

Job description

Our client, a growing wealth management firm in Avon, CT, is seeking a Senior Financial Advisor/Senior Financial Planner CFP to take full ownership of client relationships and serve as a senior planning resource within the firm.

The ideal candidate leads client meetings independently, identifies planning opportunities, and delivers holistic financial planning advice while mentoring junior planners in a collaborative, growth-oriented environment.