Senior Wealth Advisor: Independence & Growth Platform

Masis Professional Group; Connecticut; On-site; USD 90,000 - 160,000; Full time

Job summary

Masis Professional Group in Connecticut is seeking seasoned Financial Advisors who have built strong client relationships and managed assets for high-net-worth individuals and business owners. The opportunity offers independence, enhanced resources, and a platform designed to support long-term growth of your practice.

Ideal candidates are entrepreneurial, with an established wealth management practice and a history of growing client assets.

Qualifications

• Experience serving high-net-worth clients and families.
• Proven ability to grow client assets within an established practice.
• Entrepreneurial mindset with interest in independence or succession opportunities.
• Established wealth management practice with strong client relationships.

Skills

Financial advisory

Client relationship management

Entrepreneurial mindset

Business development

Job description

Masis Professional Group in Connecticut is seeking seasoned Financial Advisors who have built strong client relationships and managed assets for high-net-worth individuals and business owners. The opportunity offers independence, enhanced resources, and a platform designed to support long-term growth of your practice.

Ideal candidates are entrepreneurial, with an established wealth management practice and a history of growing client assets.