Senior Wealth Advisor

An established Connecticut based wealth management firm is hiring a Wealth Advisor to lead and grow a portfolio of high-net-worth and emerging-ultra-high-net-worth households. This role centers on planning, investment oversight, and relationship management—not product distribution.

Key Responsibilities

• Serve as primary advisor for assigned client relationships; deliver comprehensive financial planning, asset allocation guidance, and ongoing portfolio reviews.
• Build new relationships through referrals, COIs, and targeted prospect development in the Fairfield County market.
• Translate client goals into actionable planning strategies (retirement, tax, estate, liquidity events, business-owner transitions).
• Coordinate with investment, planning, and operations teams to execute recommendations and maintain client service standards.
• Document planning assumptions, risk profiles, and investment policy updates in line with firm procedures.
• Monitor client portfolios; identify rebalancing needs, tax-loss harvesting opportunities, and other portfolio-level adjustments.

Required Experience & Skills

• 5–10+ years as a financial advisor or wealth planner working with HNW clients.
• Strong planning background; ability to lead client meetings without reliance on product scripts.
• Solid understanding of investment principles, capital-markets basics, and portfolio construction in a discretionary or advisory setting.
• Track record of retaining clients and cultivating new ones through trust-based relationships.
• CFP strongly preferred; CFA, CPWA, or similar designations a plus.
• Full-time role based in Fairfield County with regular client-site travel.
• Competitive base salary, incentive structure tied to revenue and client satisfaction, and pathway to expanded responsibility.
• The firm maintains a planning-first, open-architecture investment approach.