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Lead Financial Planner: Planning-First + Equity
Job in
Norwalk, Fairfield County, Connecticut, 06860, USA
Listed on 2026-07-09
Listing for:
The Well
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
The Well, a fast-growing wealth management firm in Connecticut, seeks a Lead Financial Planner/Advisor. This pivotal role prioritizes financial planning, with a focus on client ownership and growth.
The ideal candidate will have 5-7 years of client-facing experience and preferably hold a CFP® certification. You'll enhance client relationships and be a key player in transforming the firm's operational workflows.
This hybrid opportunity offers a competitive compensation between $120K and $180K base with bonus possibilities.
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