Senior Wealth Advisor: Planning-First for HNW Growth

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

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.