Senior Wealth Advisor: Path to Partnership & Equity

Sanctuary Wealth; Southbury (CT); On-site; USD 150,000 - 240,000; Full time

Benefits offered by this job

Health insurance

401(k) Profit Sharing

PTO and holidays

Job summary

Green Wealth Management Group, LLC is seeking a Senior Wealth Advisor in Southbury, CT to lead advisory services for high-net-worth clients within an independent, planning-led practice. This role offers the opportunity to grow an existing book of business, deepen client relationships, and collaborate with attorneys, CPAs, and other trusted advisors.

The ideal candidate will bring 5–7+ years in wealth management, strong planning expertise, and a client-first mindset.

Qualifications

• 5-7+ years of experience in wealth management with planning and advisory expertise.
• Proven ability to build trust with sophisticated clients and lead relationship strategy.
• Background advising clients with high net worth and diversified planning needs.
• Strong knowledge of retirement income, estate planning, tax awareness, and risk management.
• Experience supporting business development and maintaining client relationships.

Responsibilities

• Provide senior advisory leadership and strengthen client relationships.
• Lead relationship strategy for significant client households and complex planning scenarios.
• Coordinate with trusted advisors to align planning recommendations.
• Drive practice growth through referrals, centers of influence, and client engagement.
• Ensure service standards and fiduciary responsibilities are upheld.

Skills

Relationship management

Financial planning

Communication

Team leadership

Microsoft Office

CRM systems

Education

Bachelor’s degree

CFP professional

Tools

Microsoft Office

CRM

Job description

Green Wealth Management Group, LLC is seeking a Senior Wealth Advisor in Southbury, CT to lead advisory services for high-net-worth clients within an independent, planning-led practice. This role offers the opportunity to grow an existing book of business, deepen client relationships, and collaborate with attorneys, CPAs, and other trusted advisors.

The ideal candidate will bring 5–7+ years in wealth management, strong planning expertise, and a client-first mindset.