Senior Wealth Advisor for High-Net-Worth Clients

MJP Wealth Advisors; Westport (CT); On-site; USD 130,000 - 210,000; Full time

Benefits offered by this job

Competitive Salary

Bonus

401(k) Plan

Profit Sharing

Medical Insurance

Dental Insurance

Vision Insurance

Job summary

MJP Wealth Advisors in Westport, CT seeks an experienced Wealth Advisor to join our team. This relationship-driven role serves high-net-worth individuals, families, and business owners, delivering comprehensive wealth management guidance and tailored financial planning.

You will collaborate with our Investment Committee to craft and implement investment strategies aligned with client objectives, risk tolerance, and long-term planning, while deepening existing relationships and developing new

Qualifications

• 5+ years of experience as a financial advisor, wealth advisor, or in a comparable financial services role.

Responsibilities

• Serve as a trusted advisor to high-net-worth individuals, families, and business owners, providing comprehensive wealth management and financial planning guidance.
• Develop and implement customized strategies addressing investment management, retirement planning, insurance, tax and estate planning, education funding, and other areas of personal wealth.
• Partner with MJP's Investment Committee to develop and implement investment strategies aligned with each client's objectives, risk tolerance, and long-term financial plan.
• Build and deepen existing client relationships through proactive communication, thoughtful advice, and regular strategic reviews.
• Identify opportunities to further serve existing clients while developing new relationships within the high-net-worth market.
• Leverage MJP's investment research, portfolio strategies, alternative investment solutions, financial planning resources, and technology to deliver sophisticated, client-focused solutions.
• Work collaboratively with our broader team to provide a seamless, high level of service across all aspects of the client relationship.
• Provide ongoing service and strategic guidance to MJP's advisory and 401(k) plan clients.

Education

Degree & Licenses

Job description

MJP Wealth Advisors in Westport, CT seeks an experienced Wealth Advisor to join our team. This relationship-driven role serves high-net-worth individuals, families, and business owners, delivering comprehensive wealth management guidance and tailored financial planning.

You will collaborate with our Investment Committee to craft and implement investment strategies aligned with client objectives, risk tolerance, and long-term planning, while deepening existing relationships and developing new