Financial Planner

$120K–$180K Base + Bonus Opportunities | Hybrid – Fairfield, CT (Mondays in office)

We’re hiring a Lead Financial Planner/Advisor on behalf of a fast-growing, planning-first wealth management firm in Southern Connecticut.

This isn’t a back-seat support role. This is a true lead advisor seat with heavy emphasis on financial planning, in a firm that is scaling intentionally—and looking for someone who wants to grow with it.

You won’t be hunting for prospects from scratch. The firm has a strong marketing engine generating a steady stream of qualified new client opportunities.

After onboarding, you’ll step into full ownership of client relationships—leading meetings, delivering advice, and becoming the trusted voice in the room.

Advice leads. Products follow. The firm is deeply committed to comprehensive financial planning as the foundation of every relationship.

This is a growth phase opportunity. You’ll help refine workflows, enhance systems, and elevate the client experience as the firm scales.

Quarterly bonuses tied to company goals and your controllable KPIs. Long-term equity opportunity for the right person who grows with the firm.

• Creating and delivering comprehensive financial plans for new clients
• Leading plan presentations (primarily via Zoom)
• Serving as the primary advisor and point of contact post-onboarding
• Coordinating implementation with operations and admin support
• Continuously improving processes to help build an elite, scalable client experience

• 5-7 years of client-facing financial planning experience
• CFP® preferred (exceptional candidates without it will be considered)
• A service-first mindset with strong communication skills
• Energized by ownership, growth, and building something meaningful
• Excited by both client impact and firm-level impact
• Comfortable working in a primarily remote environment

If you’re ready to step into a true lead advisor role—with real upside, real ownership, and real opportunity to shape the future of a growing firm—we’d love to connect.