Senior Wealth Advisor

Description Senior Wealth Advisor

Location: Southbury, CT (In-office)

Pay Range: See below for additional compensation details.

Type: Full-Time, In Person

Firm: Green Wealth Management Group, LLC

Reporting To: Founder

Development Track: For the right advisor, this role offers long-term growth potential, with the hiring firm open to discussing a future partnership track and equity opportunity over time.

Join Our Team at Green Wealth Management Group, LLC - Green Wealth Management Group, LLC is an independent wealth advisory firm dedicated to helping successful individuals, families, and business owners plan for their best financial future through comprehensive, tailored financial strategies, objective advice, and a highly collaborative team approach.

Green Wealth Management is seeking a Senior Wealth Advisor to serve as a financial advisor for an independent, planning-led wealth management practice. This role provides a proven platform for the FA to grow their client base, but also the opportunity to service an existing book of business at the firm; providing client stewardship, supporting strategic growth, deepening referral and center-of-influence relationships, and helping elevate the client experience across high-net-worth families, business owners, executives, and multi-generational relationships.

Depending on the candidate’s background, this position may flex between a true partner-level advisor profile and a senior relationship management profile. The ideal candidate will bring credibility with sophisticated clients, strong planning and communication judgment, and the ability to either originate and grow business directly or meaningfully retain, expand, and strengthen existing client and professional partner relationships. This position is well suited for an experienced advisor who values collaboration, objective advice, customized planning, and a client-first approach rooted in dependability, follow-through, and regular communication.

You will provide senior advisory leadership, strengthen client and professional partner relationships, support practice growth, and enhance the delivery of comprehensive wealth management advice, including but not limited to:

• Contribute to practice-level priorities across advisory standards, client experience, planning process, service model execution, and long-term business planning
• Partner with firm leadership and advisory colleagues to support strategic initiatives, client segmentation, role clarity, relationship coverage, and thoughtful practice management decisions
• Establish clear expectations for fiduciary conduct, planning philosophy, communication standards, relationship management, and accountability across the advisory team
• Collaborate with advisors, planners, insurance specialists, client service professionals, and operations team members to prepare for client meetings, clarify planning priorities, and ensure high-quality follow-through
• Evaluate business performance, staffing needs, workflow challenges, advisor capacity, and service delivery improvements to support continued practice success
• Model the professionalism, ownership mindset, relationship judgment, and client-first presence expected of a senior advisor and trusted relationship leader

• Serve as a senior relationship leader for select high-net-worth client households, successful families, business owners, executives, and other complex client relationships
• Lead sophisticated advisory conversations involving retirement income, investment strategy, tax awareness, estate planning, charitable giving, business succession, executive compensation, risk management,…