Wealth Management Associate: Client-Focused Growth

Right Executive Search, LLC; North Haven (CT); Ibrido; USD 75.000 - 100.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive base salary

Annual bonus potential 10-20%

Robust benefits package

401(k) with match

Mentorship from senior advisors

Path to advancement

Collaborative culture

Generous PTO and holidays

Hybrid after acclimation

Revenue sharing potential

Descrizione del lavoro

Right Executive Search, LLC is partnered with a thriving independent wealth management firm in North Haven, CT. The Servicing Advisor will be the primary contact for existing clients, delivering high-touch service, investment support, and foundational financial planning in collaboration with senior advisors.

The role offers a clear path for advancement into a full Advisor position, with a base salary of $75,000–$100,000 plus a 10–20% bonus, comprehensive benefits, and a hybrid work option after

Competenze

• Active FINRA Series 7 and 63 registrations required.
• CFP designation or actively pursuing it preferred.
• 1+ years of wealth management/investment advisory experience.
• Strong understanding of investment products and portfolio construction.
• Knowledge of multiple asset classes (Equities, Fixed Income, Insurance, Alternatives, etc.).
• Experience supporting financial planning conversations with senior advisors.
• High ownership, accountability and discretion in client relationships.
• Proactive, self-motivated and team-oriented.

Mansioni

• Address client questions on financial planning, investments and wealth management.
• Provide financial planning support, data gathering, and plan implementation.
• Participate in client meetings, present investment ideas and portfolio updates.
• Support advisors with investment research, analysis and trade execution.
• Coordinate client service requests with advisory and operations 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.

Conoscenze

FINRA Series 7

FINRA Series 63

CFP designation

Wealth management experience

Investment knowledge

Financial planning conversations

Descrizione del lavoro

Right Executive Search, LLC is partnered with a thriving independent wealth management firm in North Haven, CT. The Servicing Advisor will be the primary contact for existing clients, delivering high-touch service, investment support, and foundational financial planning in collaboration with senior advisors.

The role offers a clear path for advancement into a full Advisor position, with a base salary of $75,000–$100,000 plus a 10–20% bonus, comprehensive benefits, and a hybrid work option after