Wealth Advisor

Transcend PM; Cheshire (CT); Hybrid; USD 110,000 - 120,000; Full time

Benefits offered by this job

Annual profit sharing

401(k) contributions

Flexible work arrangements

Job summary

Ciampi Wealth Management is hiring a Wealth Advisor to serve as a co-advisor with the lead advisor. You’ll initially partner in client meetings, then lead conversations and grow toward ownership as the firm moves toward independence.

This is a full-time salaried role with a robust benefits package and strong growth opportunities. The position emphasizes fiduciary guidance, client retention, and collaboration with in-house investment and planning teams, alongside a focus on career development and

Qualifications

• Proactive, results-driven mindset with ownership over client and firm success.
• Strong self-starter with excellent time management.
• Collaborative team player with client-first mentality.
• Excellent written and verbal communication for client-facing work.
• Willingness to pursue CFP certification is a plus.

Responsibilities

• Guide clients on risk management, estate planning, and taxes.
• Develop and tailor financial planning recommendations.
• Review client income and assets annually to keep plans sharp.
• Recommend investment, insurance, and tax strategies.
• Collaborate with in-house professionals and partners across the firm.
• Contribute to marketing, client events, and social media channels.

Skills

Ownership

Time management

Collaboration

Communication

Client focus

Education

B.A. or B.S. in Business

Tools

MoneyGuidePro

IncomeLab

eMoney

Job description

Cheshire, CT | Full-Time, Hybrid (1 day/week WFH) Compensation: $110,000–$120,000 base + up to 25% performance bonus

A deliberately growing, fiduciary-first firm building toward independence.

Are you looking for a firm that invests in your growth and treats every client's wealth planning with the same care, regardless of account size? Every team member here has responsibility for leading and making a meaningful impact guiding clients' financial matters.

About Us

As a fiduciary, Ciampi Wealth Management is one of the top offices affiliated with Cetera Wealth Advisors, while maintaining our own independence. We're a family-run financial advisory firm that treats every client like our own — always acting in their best interest and guiding them toward a secure financial future with transparency, trust, and expertise. Our mission is to help individuals and families turn their financial resources into opportunities for a fulfilling life, and that same care extends to our own team — personal and family life always comes first.

For over 25 years, we've built a reputation clients want to share — nearly all of our growth comes from client referrals, a testament to the trust we've earned and the results we deliver. We're a small, boutique firm where every team member makes a real impact, and we're looking for someone who wants to help us raise the bar even further. Given this momentum, we're exploring what's next — including building toward our own RIA (Registered Investment Advisor) model. We're also moving into a new, dedicated office facility centrally located in Cheshire, CT.

Why Work With Us?

Our mission goes beyond our clients to include our growing team of driven individuals. We're committed to creating career paths and growth opportunities for every team member, and we've built a culture rooted in empathy, pride, and a genuine sense of accomplishment in helping our clients — all while having fun along the way. We're also committed to devoting time and resources to charities and volunteer work in the surrounding community.

Our lead advisor — recognized as a CT 5 Star Wealth Manager for 11 years — currently serves $325 million in client AUM, backed by our dedicated, in-house investment management and financial planning teams.

The Opportunity

We're hiring a Wealth Advisor to serve as a co-advisor alongside our lead advisor. This role's primary responsibility is managing and retaining an existing client base, rather than new business development. You'll begin as a true partner in every client meeting — not a note-taker — co-leading conversations with the lead advisor from the start. Over time, you'll take the lead yourself, build direct client relationships, and grow toward ownership as the firm moves toward independence — with access to our team members and partners along the way. This is a full-time, salaried role with a strong benefits package — including annual profit sharing, 401(k) contributions, and genuine flexibility to support your life outside of work.

Looking ahead, you'll have meaningful opportunities for compensation growth, supported by annual performance reviews and career development and mentorship dedicated to you.

What You'll Do

• Champion clients' financial goals — guiding decisions on risk management, estate planning, and taxes
• Craft, present, and fine-tune financial planning recommendations that shape real outcomes
• Evaluate clients' income and assets each year to keep their plans sharp and on track
• Recommend investment, insurance, and tax strategies tailored to each client
• Forge relationships with in-house professionals and strategic partners across the firm
• Anticipate what's next for clients — spotting planning strategies for the next phase of their lives
• Stay ahead of industry trends, products, and services
• Bring your client insights directly to the table as a member of the firm's investment committee
• Help drive marketing efforts, social media, and client events
• Team up with a dedicated Client Service Manager for scheduling and client support

What We’re Looking For

• Proactive, results-driven mindset with a true sense of ownership over client and firm success
• Strong self-starter with excellent time management
• Collaborative team player
• Strong communication skills, both interpersonal and written, for internal and client-facing work
• Responsive, humble approach to client questions
• A long‑term view of the opportunities in this role and industry

Qualifications

• B.A. or B.S. in Business
• Series 7 and Series 66 preferred
• 2+ years of experience in financial services, in a similar role
• Prior experience as an Associate Financial Advisor or Paraplanner required
• CFP preferred (or willingness to enroll in CFP certification)
• Strong knowledge of mutual funds, stocks, bonds, insurance, and annuities
• Ability to identify estate planning issues
• Eagerness to learn and work with technology platforms such as MoneyGuidePro, IncomeLab, and eMoney
• Medical & dental insurance
• Sick time, 11 paid holidays, and five (5) weeks paid vacation
• Parental leave
• 401(k) plan with employer contributions
• Annual company bonus
• Career growth and development opportunities
• Encouraged continuing education, with firm-paid certifications and educational seminars
• Robust wellness program