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Lead Financial Planner | Planning-First, Equity Path
Job in
Bristol, Hartford County, Connecticut, 06010, USA
Listed on 2026-06-06
Listing for:
The Well
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
The Well is seeking a Lead Financial Planner/Advisor in Fairfield, CT, to join their fast-growing wealth management firm. This role emphasizes financial planning, allowing you to create and deliver comprehensive plans for new clients while leading presentations.
Candidates should have 5-7 years of client-facing experience and a service-first mindset. The position offers quarterly bonuses tied to performance and a path to long-term equity for those ready to grow with the firm.
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