Senior Wealth Advisor: Path to Partnership & Equity

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

Benefits offered by this job

Health, dental, vision insurance

PTO & paid holidays

401(k) plan and profit sharing

Growth opportunities

Job summary

Green Wealth Management Group, LLC is seeking a Senior Wealth Advisor to provide planning-led wealth management and client stewardship for high-net-worth families and business owners in Southbury, CT. The role offers a platform to grow an existing book while collaborating with a seasoned advisory team.

The candidate should have 5–7+ years in wealth management, expertise in retirement income, tax awareness, estate planning, and risk management, and a client-first mindset.

Qualifications

• 5–7+ years of experience in wealth management, with financial planning, investment advisory, and relationship management.
• Experience handling high-net-worth client households with sophisticated needs.
• Strong planning, communication, and fiduciary standards.

Responsibilities

• Provide senior advisory leadership and client stewardship for high-net-worth households.
• Lead retirement income planning, investment strategy, tax awareness, and estate planning discussions.
• Coordinate with attorneys, accountants, and other advisers to implement planning recommendations.
• Expand client relationships and support practice growth through Centers of Influence and referrals.
• Maintain service quality and align with the firm’s fiduciary standards.

Skills

Wealth management

Relationship management

Financial planning

Communication

Leadership

Microsoft Office

Education

Bachelor’s degree in finance/related field

Tools

Microsoft Office

CRM systems

Job description

Green Wealth Management Group, LLC is seeking a Senior Wealth Advisor to provide planning-led wealth management and client stewardship for high-net-worth families and business owners in Southbury, CT. The role offers a platform to grow an existing book while collaborating with a seasoned advisory team.

The candidate should have 5–7+ years in wealth management, expertise in retirement income, tax awareness, estate planning, and risk management, and a client-first mindset.