Wealth Planning Relationship Manager

Lead Advisor; Westport (CT); On-site; USD 70,000 - 120,000; Full time

Job summary

Lead Advisor in Westport is recruiting for a Service Advisor/Relationship Manager to deliver premier financial planning and platinum-level service to clients. The role focuses on dynamic planning for existing clients, client reviews, and collaboration with teams to enhance the client experience.

Ideal candidates have 2-3+ years in client-facing financial planning, CFP preferred, and hold SIE, Series 7, 66, and LAH licenses.

Qualifications

• 2-3+ years of client-facing financial planning experience.
• CFP preferred (or obtain in first 12 months with the firm).
• SIE, Series 7, 66 and LAH insurance license.

Responsibilities

• Sit second chair on senior advisor’s client meetings to build relationships and learn the firm’s planning approach.
• Conduct client reviews to align investment, planning, and insurance strategies with goals.
• Identify new business opportunities through planning needs, referrals, and introductions.
• Collaborate with investment, planning and operations teams to implement recommendations.
• Shadow the director of financial planning to learn advanced strategies.
• Stay current with industry changes to bring new ideas to clients and the practice.

Skills

Client-facing experience

Networking

Strong communication

Education

CFP preferred

Tools

SIE

Series 7

Series 66

LAH license

Job description

Lead Advisor in Westport is recruiting for a Service Advisor/Relationship Manager to deliver premier financial planning and platinum-level service to clients. The role focuses on dynamic planning for existing clients, client reviews, and collaboration with teams to enhance the client experience.

Ideal candidates have 2-3+ years in client-facing financial planning, CFP preferred, and hold SIE, Series 7, 66, and LAH licenses.