Senior Financial Advisor & Planning Leader - Hybrid RIA

Right Executive Search, LLC; Avon (CT); Sur place; USD 125 000 - 150 000; Plein temps

Avantages offerts par ce poste

401(k) with employer contribution

Health, dental, and vision coverage

Paid professional development and CFP

Résumé du poste

Right Executive Search, LLC 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 a Hybrid RIA/Broker Dealer platform.

This role requires leading client meetings, proactively identifying planning opportunities, delivering holistic financial planning advice, mentoring junior planners, and collaborating with internal teams to shape the firm’s long-term planning framework.

Qualifications

• 4 plus years of comprehensive financial planning, financial advisor, and wealth management advisory experience
• CFP certification or in progress preferred
• Strong knowledge of tax planning, retirement income strategies, estate considerations, and portfolio construction
• Experience leading client meetings independently
• Familiarity with eMoney financial planning software
• Experience working within an RIA, Broker Dealer or hybrid RIA / broker dealer environment
• Strong interpersonal, presentation, and relationship management skills
• A genuine passion for financial planning and a deep commitment to helping clients achieve clarity, confidence, and long-term success

Responsabilités

• 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

Connaissances

Client relationship management

Public speaking / presentations

Financial advisory

RIA/BD experience

Interpersonal skills

Mentoring junior planners

Formation

CFP certification or in progress

Outils

eMoney

Description du poste

Right Executive Search, LLC 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 a Hybrid RIA/Broker Dealer platform.

This role requires leading client meetings, proactively identifying planning opportunities, delivering holistic financial planning advice, mentoring junior planners, and collaborating with internal teams to shape the firm’s long-term planning framework.