Our client is a fee-based boutique wealth management firm located in Glastonbury, CT. They are seeking a Wealth Management Advisor to join their team.

Qualifications

You're comfortable and confident creating financial plans that work for your client and walking the client through the implementation

You are fascinated by investment planning and want to learn more

You love being busy and thrive when you're juggling multiple plans and meetings

At least five years experience in wealth management/financial planning as client-facing lead advisor

Expertise in investment management will be particularly helpful

Bachelors degree in business, finance, or related field, or equivalent additional experience

Series 7, Series 63 and 65, or Series 66 registered and insurance licensed; CFP® or in progress

Extraordinary client service orientation; genuine interest in caring for clients

Strong math, basic accounting, research, and analysis skills

Professional oral and written communication skills

Ability to multi-task, prioritize, and manage time effectively

Pragmatic problem solver

Goal-oriented, self-motivated, and results-driven

Ability to work independently and as part of a small, collaborative team

Readiness to roll with changes and pitch in to do what needs to be done

At least 5 years experience in financial planning

Responsibilities

As a Service Advisor, you will manage a portfolio of client relationships, leading client meetings, the financial plan manufacture process, and ongoing maintenance

You will use the skills and experience you bring to immediately care for these clients and their families

At the same time, the Managing Partners will train and mentor you in our unique and advanced service offerings, empowering you to continually expand your expertise

Sales and business development are primarily Managing Partner functions

Your role with a new client is to facilitate a smooth hand-off from the Managing Partner, establish a trusting relationship, deliver the experience and phenomenal service

Coordinate the overall client engagement, financial plan manufacture process, and client communications

Lead client meetings, document decisions and action items, and coordinate follow-up with other staff and clients to ensure deadlines and quality control standards are met

Assemble materials for client meetings, including agenda, reviews, financial plans and programs, investment observations and recommendations, required data, and presentations

Investigate potential implementation strategies, insurance products, investment products, or other elements for inclusion in financial plans; present analysis and recommendations to Managing Partners

Coordinate plan manufacture activities with team resources for more complex plans, as needed

Ensure information and strategy are communicated to Managing Partners and team members as needed

Coordinate implementation of the plan with the team to ensure insurance/risk management and investment recommendations are brought to fruition

Regularly review client performance against the plan

Produce client recommendations, strategies, cash flow plans, road maps, and proposals

Stay current with market updates and relevant products

Benefits

We offer a competitive pay and benefits package with financial growth opportunity commensurate with your growing contribution to the firm

Pay: $80,000.00 - $120,000.00+, commensurate with experience, per year

401(k) matching

Dental insurance

Health insurance

Health savings account

Life insurance

Paid time off

Vision insurance

8 hour shift

Bonus pay

Financial Planner Recruiting, LLC's policy is to not discriminate against any applicant for employment or any employee because of age, color, sex, disability, national origin, race, religion, or veteran status.