Wealth Advisor Associate — Hybrid, Growth Path

Right Executive Search, LLC; North Haven (CT); Hybrid; USD 75,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Benefits package

401(k) with match

Mentorship from senior advisors

Clear path to advancement to advisor

Collaborative culture

PTO and holidays

Hybrid schedule

Job summary

Right Executive Search, LLC is seeking a Servicing Advisor in North Haven, CT, with in-office duties Monday–Friday and hybrid after training. Base salary $75,000–$100,000 with 10–20% bonus potential.

You will serve as the primary contact for existing clients, providing high-touch service, investment support, and planning assistance in partnership with senior advisors. The role offers multiple growth paths toward a full Advisor role, mentorship from senior staff, and a collaborative, client-first

Qualifications

• Active FINRA Series 7 and Series 63 registrations required.
• CFP designation preferred or actively pursuing it.
• 1+ years of wealth management or investment advisory experience.
• Strong understanding of investment products and portfolio construction.
• Ability to explain recommendations clearly to clients.

Responsibilities

• Serve as primary contact for existing clients with high-touch service.
• Support financial planning data gathering and plan implementation.
• Attend client meetings and present investment ideas and portfolio updates.
• Assist advisors with investment research, analysis, and trade execution.
• Coordinate client service requests and account maintenance with teams.
• Maintain accurate client records in CRM and portfolio systems.
• Ensure interactions comply with firm policies and regulatory requirements.
• Build long-term client relationships through proactive communication.

Skills

FINRA Series 7

FINRA Series 63

CFP designation

Wealth management

Client service

Job description

Right Executive Search, LLC is seeking a Servicing Advisor in North Haven, CT, with in-office duties Monday–Friday and hybrid after training. Base salary $75,000–$100,000 with 10–20% bonus potential.

You will serve as the primary contact for existing clients, providing high-touch service, investment support, and planning assistance in partnership with senior advisors. The role offers multiple growth paths toward a full Advisor role, mentorship from senior staff, and a collaborative, client-first