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Private Wealth Management Specialist
Job in
Hartford, Hartford County, Connecticut, 06112, USA
Listed on 2026-03-12
Listing for:
Lead Advisor
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
LEAD ADVISOR, LLC is a wealth management consulting and search firm. This role is for a client firm in the Greater Hartford Area.
Progress leads & close new clients.
Responsibilities- Lead the full front‑end sales cycle—discovery, proposal, and close.
- Maintain disciplined progression of opportunities through next‑step setting and proactive follow‑up.
- Handle objections effectively and differentiate the firm’s value proposition to prospects.
- Take accountability for outcomes from first meeting through long‑term client retention.
- Create financial plans for clients with complex situations and ensure seamless onboarding.
- Deeply understand the financial planning process and relevant tools (e.g., Right Capital, eMoney, Money Guide Pro ).
- Work collaboratively with other members of the team to develop and deliver financial plans for new prospects and existing clients.
- Personally shepherd the relationship through onboarding and account transfer until assets arrive.
- Provide ongoing advice and relationship management for assigned advisor relationships.
- Deliver comprehensive financial planning, ongoing portfolio advice, and proactive client communication.
- Conduct regular client reviews and update plans as circumstances change.
- Identify and act on opportunities for deeper engagement (planning, tax, estate, held‑away assets).
- 5+ years as a successful financial advisor or practice leader.
- Expertise in holistic financial planning, investment strategy, and long‑term client relationships.
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