Senior Financial Advisor & Planning Expert

Wealth Enhancement Group; Hartford (CT); On-site; USD 150,000 - 170,000; Full time

Benefits offered by this job

Health coverage

401k with match

PTO & Holidays

Bonus eligibility

Tuition reimbursement

Job summary

Wealth Enhancement Group in Hartford, CT is seeking a Financial Advisor to manage client relationships, support senior advisors, and drive planning-based solutions for individuals and families. You will source prospects, close leads, and participate in a comprehensive planning process within a collaborative advisory team.

The role requires a 4-year degree, advanced designation (CFP/CPA/MBA), Series 65, and insurance licenses, with 4+ years in wealth management.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.).
• Series 65 (RIA Only)
• Insurance Licenses
• 4+ years of experience within the wealth management industry.
• Ability to source and convert prospects to clients and provide high-level planning-oriented service.
• Possess excellent analytical, organizational, and communication skills (oral & written).
• Ability to manage multiple projects at once.
• Engagement in WEG and broader finance community.

Responsibilities

• Manage client relationships and assist senior advisors with complex clients.
• Source and close prospective clients.
• Place trades and manage accounts; conduct annual reviews and planning discussions.
• Assist advisors during client meetings and document CRM notes.
• Present financial advice and plans to clients alongside the Financial Advisor.

Skills

Financial planning

Prospect sourcing

Client relationships

Communication

Education

Bachelor’s degree

Advanced designation (CFP/CPA/MBA)

Series 65

Insurance Licenses

Tools

CRM

Job description

Wealth Enhancement Group in Hartford, CT is seeking a Financial Advisor to manage client relationships, support senior advisors, and drive planning-based solutions for individuals and families. You will source prospects, close leads, and participate in a comprehensive planning process within a collaborative advisory team.

The role requires a 4-year degree, advanced designation (CFP/CPA/MBA), Series 65, and insurance licenses, with 4+ years in wealth management.