Wealth Advisor & Client-Lead (Path to Equity)

Ciampi Wealth Management; Cheshire (CT); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Full benefits

5 weeks PTO

401(k) match

Profit sharing

Certifications paid

Job summary

Ciampi Wealth Management is seeking a Wealth Advisor to join as co-advisor alongside our lead advisor, CT 5-Star Wealth Manager for 11 years. This role focuses on managing and deepening relationships with an existing client base and co-leading client meetings from day one.

You will take on growing ownership of relationships over time and have a real path to equity as we build toward independence, while guiding clients on risk management, estate planning and taxes.

Qualifications

• 2+ years in financial services; prior Associate Advisor or Paraplanner experience required.
• Series 7 & 66 preferred; CFP preferred (or willingness to pursue).
• Ability to forge strong client relationships and align planning with goals.
• Collaborate with team members to deliver concierge-level service.

Responsibilities

• Guide clients on risk management, estate planning and taxes.
• Build and present tailored financial planning recommendations.
• Recommend investment, insurance and tax strategies.
• Sit on the firm's investment committee.

Skills

Relationship building

Client-focused service

Team collaboration

Financial planning

Risk management

Education

Series 7 & 66

CFP preferred or willingness to pursue

Bachelor's degree in finance-related field

Tools

MoneyGuidePro

IncomeLab

eMoney

Job description

Ciampi Wealth Management is seeking a Wealth Advisor to join as co-advisor alongside our lead advisor, CT 5-Star Wealth Manager for 11 years. This role focuses on managing and deepening relationships with an existing client base and co-leading client meetings from day one.

You will take on growing ownership of relationships over time and have a real path to equity as we build toward independence, while guiding clients on risk management, estate planning and taxes.