Wealth Management Advisor

Job Summary
We are seeking a knowledgeable and motivated Wealth Management Advisor to join our team. In this role, you will provide comprehensive financial planning and investment management services to clients, helping them achieve their financial goals. You will leverage your expertise in wealth management, estate planning, and financial services to develop tailored strategies that align with each client's unique needs.

Responsibilities

• Develop and maintain strong relationships with clients by providing personalized wealth management advice.
• Conduct thorough assessments of clients' financial situations, including investments, estate planning, and tax implications.
• Create and implement comprehensive financial plans that encompass investment management, retirement planning, and risk management.
• Stay informed about market trends and changes in securities law to provide clients with up-to-date information and strategies.
• Collaborate with legal professionals on wills, trusts, and estate law matters to ensure clients' assets are protected.
• Educate clients on various financial concepts and products to enhance their understanding of wealth management strategies.
• Monitor client portfolios and adjust investment strategies as necessary to align with changing market conditions or client objectives.
• Provide ongoing support and advice to clients regarding their financial decisions.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Proven experience in wealth management or financial services is preferred.
• Strong knowledge of investment management principles and estate planning practices.
• Familiarity with wills, trusts, estate law, public accounting, and securities law is highly desirable.
• Excellent analytical skills with the ability to interpret complex financial data.
• Strong interpersonal skills to build lasting relationships with clients.
• Ability to communicate complex financial concepts clearly and effectively.
• Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus.

Join our team as a Wealth Management Advisor and make a significant impact on the financial well-being of our clients while advancing your career in a dynamic environment.

Job Type: Full-time

Pay: $84,350.00 - $98,849.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Compensation Package:

• Commission pay
• Profit sharing

Experience:

• Financial concepts: 2 years (Required)

Ability to Commute:

• Southbury, CT 06488 (Preferred)

Ability to Relocate:

• Southbury, CT 06488: Relocate before starting work (Preferred)

Work Location: In person

Salary : $84,350 - $98,849