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Senior Private Wealth Advisor - Boutique Practice

Job in Branford, New Haven County, Connecticut, 06405, USA
Listing for: FINITETEK INC
Full Time position
Listed on 2026-10-12
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 120000 - 210000 USD Yearly USD 120000.00 210000.00 YEAR
Job Description & How to Apply Below

FINITETEK INC. in Branford, CT seeks a senior Private Wealth Advisor to deepen client relationships with high-net-worth households and business owners. You will lead comprehensive planning conversations and work within a boutique, independent setting that provides institutional-quality resources.

You will manage a book of business or step into a VP-level practice with growth and succession support. A fiduciary, fee-aware planning approach is essential, aligning with a community-focused ethos.

The following opportunity is for a Senior Private Wealth Advisor
- Boutique Practice with FINITETEK INC.

We invite applications for the Senior Private Wealth Advisor
- Boutique Practice position located in Branford, CT, United States.

Our group is growing, and we are hiring a Senior Private Wealth Advisor
- Boutique Practice in Branford, CT, United States.

This opportunity is for the Senior Private Wealth Advisor
- Boutique Practice role at FINITETEK INC.

Position Requirements
10+ Years work experience
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