Wealth Advisor - Planning, Growth & Client Impact

Wealth Enhancement; Hartford (CT); On-site; USD 150,000 - 170,000; Full time

Benefits offered by this job

Health insurance

401k match

Paid time off

Professional development

Job summary

Wealth Enhancement in Hartford, CT seeks a Financial Advisor to join a collaborative advisory team. The role involves managing client relationships, sourcing and closing prospects, and supporting senior advisors with planning-based strategies.

The position offers a base salary range of $150,000-$170,000 plus potential commissions, bonuses, and equity participation, with eligibility for additional incentives and benefits.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Advanced designation (CFP, CPA, MBA, etc.)
• Series 65 (RIA Only)
• Insurance Licenses
• 4+ years of experience in wealth management

Responsibilities

• Manage client relationships and assist senior advisors with complex client needs.
• Source and close prospective clients; follow up with clients who have not implemented financial plans.
• Close leads provided by Marketing and CRP channels; create opportunities within your network; drive referrals from existing clients.
• Assist the Financial Advisor during client meetings and with follow-up; take meeting notes and enter into CRM.
• Present financial advice or plans to clients; meet to obtain planning information and verify data.
• Analyze client investments and insurance policies; place trades and manage accounts.

Skills

Client relationship management

Prospecting

Communication skills

Analytical thinking

Project management

Education

4-year degree in business/finance

CFP/CPA/MBA or equivalent

Series 65

Insurance licenses

Tools

CRM software

Job description

Wealth Enhancement in Hartford, CT seeks a Financial Advisor to join a collaborative advisory team. The role involves managing client relationships, sourcing and closing prospects, and supporting senior advisors with planning-based strategies.

The position offers a base salary range of $150,000-$170,000 plus potential commissions, bonuses, and equity participation, with eligibility for additional incentives and benefits.