Senior Financial Planner & Leader (Hybrid, Growth)

NPAworldwide; Avon (CT); Hybrid; USD 125,000 - 150,000; Full time

Benefits offered by this job

401(k) with employer contribution

Health, dental, and vision coverage

Paid professional development and CFP/

Job summary

NPAworldwide is seeking a Senior Financial Advisor/Senior Financial Planner to take full ownership of client relationships and serve as a senior planning resource within our hybrid RIA environment in Avon, CT. The role emphasizes proactive, comprehensive planning and mentorship of junior planners.

You will lead client meetings, deliver holistic financial planning across retirement, tax, estate, and investments, and collaborate with CPAs and estate attorneys to optimize client outcomes.

Qualifications

• 4+ years of comprehensive financial planning and wealth management advisory experience.
• CFP certification 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.

Responsibilities

• Lead and manage ongoing advisory relationships with clients.
• Develop, present, and update comprehensive financial plans using eMoney.
• Identify planning gaps and next-step opportunities.
• Mentor junior planning associates and support professional development.
• Collaborate with operations and client service teams to ensure seamless execution.

Skills

Financial planning

Client relationship mgmt

Lead meetings

Presentation skills

RIA/ hybrid BD experience

Interpersonal skills

Education

CFP certification (preferred)

Tools

eMoney

Job description

NPAworldwide is seeking a Senior Financial Advisor/Senior Financial Planner to take full ownership of client relationships and serve as a senior planning resource within our hybrid RIA environment in Avon, CT. The role emphasizes proactive, comprehensive planning and mentorship of junior planners.

You will lead client meetings, deliver holistic financial planning across retirement, tax, estate, and investments, and collaborate with CPAs and estate attorneys to optimize client outcomes.