Senior Wealth Advisor

JCW Group; Greenwich (CT); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Incentive structure tied to revenue and client satisfaction

Pathway to expanded responsibility

Job summary

A wealth management firm in Connecticut is seeking a Wealth Advisor to lead a portfolio of high-net-worth clients. The ideal candidate will have 5-10+ years of experience in financial advising, focusing on comprehensive planning and relationship management. Responsibilities include building new client relationships and monitoring investment portfolios. A CFP certification is strongly preferred. This is a full-time role offering a competitive salary and incentives based on client satisfaction.

Qualifications

• 5–10+ years of experience as a financial advisor or wealth planner.
• Strong planning background without reliance on product scripts.
• Solid understanding of investment principles and capital markets.

Responsibilities

• Serve as primary advisor for assigned client relationships.
• Build new relationships in the Fairfield County market.
• Monitor client portfolios and identify necessary adjustments.

Skills

Client relationship management

Financial planning

Investment oversight

Portfolio construction

Education

CFP certification

CFA or CPWA designation

Job description

An established Connecticut based wealth management firm is hiring a Wealth Advisor to lead and grow a portfolio of high-net-worth and emerging-ultra-high-net-worth households. This role centers on planning, investment oversight, and relationship management—not product distribution.

Key Responsibilities

• Serve as primary advisor for assigned client relationships; deliver comprehensive financial planning, asset allocation guidance, and ongoing portfolio reviews.
• Build new relationships through referrals, COIs, and targeted prospect development in the Fairfield County market.
• Translate client goals into actionable planning strategies (retirement, tax, estate, liquidity events, business-owner transitions).
• Coordinate with investment, planning, and operations teams to execute recommendations and maintain client service standards.
• Document planning assumptions, risk profiles, and investment policy updates in line with firm procedures.
• Monitor client portfolios; identify rebalancing needs, tax-loss harvesting opportunities, and other portfolio-level adjustments.

Required Experience & Skills

• 5–10+ years as a financial advisor or wealth planner working with HNW clients.
• Strong planning background; ability to lead client meetings without reliance on product scripts.
• Solid understanding of investment principles, capital-markets basics, and portfolio construction in a discretionary or advisory setting.
• Track record of retaining clients and cultivating new ones through trust-based relationships.
• CFP strongly preferred; CFA, CPWA, or similar designations a plus.
• Full-time role based in Fairfield County with regular client-site travel.
• Competitive base salary, incentive structure tied to revenue and client satisfaction, and pathway to expanded responsibility.
• The firm maintains a planning-first, open-architecture investment approach.