Financial Advisor

Boutique Wealth Management Firm

Milford, CT

Overview

Successful and Dynamic Independent Wealth Management Firm seeks a Financial Advisor to collaborate with the Lead Advisor in providing comprehensive investment and wealth advisory services to high net worth and ultra high net worth clientele.

The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth. Not a sales role. No portable book of business required.

Highlights

• Collaborate with Lead Advisor to provide guidance to high net worth and ultra-high net worth individuals and families on strategic asset and investment management, as well as estate, tax and financial planning
• Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a client service team and professional management
• Career growth track within firm
• Competitive compensation package including a significant base salary, bonus, benefits

Requirements

• Bachelor's Degree
• 3+ years client-facing Financial Advisory experience, leading relationships
• CFP designation
• Drive to continuously improve and grow in a collaborative team based environment
• Polished Professional with excellent communication and interpersonal skills