Wealth Management Advisor

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 a fiduciary-first, family-run firm built for independence. We're looking for a Wealth Advisor to join as co-advisor alongside our lead advisor (CT 5-Star Wealth Manager for 11 years).

What makes us different:

We're not tied to a single parent model - we're deliberately growing toward our own RIA, giving our team a real path to ownership. At Ciampi, clients and team members come first, always.

This role is focused on managing and deepening relationships with an existing client base, not business development. You'll co-lead client meetings from day one, take on growing ownership of relationships over time, and have a real path to equity as we build toward independence.

What you'll do:

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

What we're looking for:

• 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, anticipate future needs, and align planning with their goals
• Ability to collaborate with team members to deliver concierge-level service
• Eager to grow with modern planning tools (MoneyGuidePro, IncomeLab, eMoney) - we'll help you master them

Why join us:

Aggressive salary plus performance bonus up to 25% of salary, plus an annual company bonus. Full benefits, 5 weeks PTO, 401(k) match, profit sharing, and firm-paid certifications. We invest in our people through individual development plans tied to our team's shared goals - because we grow best when we grow together.