Wealth Advisor - Co-Lead to Ownership, Hybrid

Gilder Search Group; Cheshire (CT); On-site; USD 110,000 - 120,000; Full time

Benefits offered by this job

Medical & dental insurance

Sick time and holidays

401(k) plan with employer contributed

Annual company bonus

Career growth and development

Continuing education with firm-paid

Job summary

Ciampi Wealth Management in Cheshire, CT is seeking a Wealth Advisor to join as a co-advisor with our lead advisor. You’ll manage and retain an existing client base, co-leading client conversations from day one and gradually taking lead roles toward ownership as the firm moves toward independence.

You’ll collaborate with in-house investment management and planning teams, participate in our investment committee, and enjoy a strong benefits package, including annual profit sharing and 401(k)

Qualifications

• 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).
• Insurance licenses preferred.
• 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.

Responsibilities

• 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.

Skills

Ownership mindset

Self-starter

Attention to detail

Team collaboration

Communication skills

Client focus

Long-term thinking

Education

B.A. or B.S. in Business

Series 7

Series 66

CFP certification preferred

Tools

MoneyGuidePro

IncomeLab

eMoney

Job description

Ciampi Wealth Management in Cheshire, CT is seeking a Wealth Advisor to join as a co-advisor with our lead advisor. You’ll manage and retain an existing client base, co-leading client conversations from day one and gradually taking lead roles toward ownership as the firm moves toward independence.

You’ll collaborate with in-house investment management and planning teams, participate in our investment committee, and enjoy a strong benefits package, including annual profit sharing and 401(k)