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Senior Private Wealth Advisor Planning & Equity

Job in Hartford, Hartford County, Connecticut, 06112, USA
Listing for: Lead Advisor
Full Time position
Listed on 2026-05-21
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Senior Private Wealth Advisor — Growth, Planning & Equity

Lead Advisor is seeking a Private Wealth Advisor in Hartford, Connecticut. The role requires at least 5 years of experience as a financial advisor, focusing on holistic financial planning and investment strategy.

The ideal candidate will manage a full sales cycle, create financial plans for clients, and maintain strong relationships. Expertise in financial planning tools like Right Capital and eMoney is preferred. The position offers a salaried role with variable compensation.

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Position Requirements
10+ Years work experience
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