Senior Private Wealth Advisor - Boutique Practice

FINITETEK INC; Branford (CT); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Health insurance

401(k) with a 3% safe harbor

Profit sharing

Job summary

FINITETEK INC. in Branford, CT seeks a senior Private Wealth Advisor to deepen client relationships with high-net-worth households and business owners. You will lead comprehensive planning conversations and work within a boutique, independent setting that provides institutional-quality resources.

You will manage a book of business or step into a VP-level practice with growth and succession support. A fiduciary, fee-aware planning approach is essential, aligning with a community-focused ethos.

Qualifications

• 5+ years in wealth management, private client, or similar advisory practice.
• Series 7 and 66 registrations (or equivalents) to register through LPL Financial.
• Existing book of business is welcomed and support will be provided.
• Connect to Connecticut shoreline / Greater New Haven area is a plus.

Responsibilities

• Serve as primary advisor for high-net-worth individuals, families, and business owners.
• Lead discovery, planning, and review meetings covering investments, retirement, estate, tax-aware planning, insurance, and exit planning.
• Design and implement personalized financial plans and portfolio strategies.
• Collaborate with CPAs, estate attorneys, and insurance professionals for coordinated advice.
• Support and grow defined-contribution / retirement-plan relationships.
• Mentor junior team members and uphold a culture of fiduciary integrity.
• Maintain LPL and firm compliance standards.

Skills

Series 7

Series 66

Client relationships

Financial planning

Tools

LPL Strategic Wealth

Job description

FINITETEK INC. in Branford, CT seeks a senior Private Wealth Advisor to deepen client relationships with high-net-worth households and business owners. You will lead comprehensive planning conversations and work within a boutique, independent setting that provides institutional-quality resources.

You will manage a book of business or step into a VP-level practice with growth and succession support. A fiduciary, fee-aware planning approach is essential, aligning with a community-focused ethos.