Financial Advisor

Base pay range

$/yr - $/yr

Location: Westport, Connecticut (or Farmington, CT)

Employment Type: W-2

Compensation: Competitive base salary + bonus

Benefits: 401(k), profit sharing, full medical benefits

A well-established, planning‑led fee‑based RIA is hiring a Financial Advisor for its Connecticut offices (Westport or Farmington). This role is ideal for a motivated advisor who thrives in a relationship‑based environment and enjoys both servicing existing clients and bringing in new relationships over time.

The firm offers a highly supportive platform with a dedicated client service team, integrated planning, and a full tech stack so advisors can spend their time where it matters most:
with clients
.

• Enjoys building trusted relationships and growing a book through referrals and proactive outreach
• Is confident and credible in portfolio discussions and investment strategy conversations
• Has strong experience in life cycle planning (retirement income, education, tax‑aware planning, etc.)
• Can service existing clients at a high level while also being naturally growth‑oriented
• Values working in a collaborative office with leadership support and strong operational infrastructure

• Managing client relationships and delivering high‑quality financial advice
• Leading planning conversations and portfolio reviews with confidence
• Building new client relationships through professional networks, referrals, and firm resources
• Partnering with the internal client service team to deliver an excellent client experience
• Leveraging a strong referral ecosystem, including the Schwab Advisor Network and other firm referral sources

• Fee‑based RIA with integrated financial planning at the core
• In‑house client service team that supports advisors day‑to‑day
• Full technology stack to streamline planning, investing, and service
• Collaborative culture focused on long‑term client outcomes
• W‑2 position
• Competitive base salary + performance bonus
• 401(k) + profit sharing
• Full medical benefits
• This role requires local supervision and compliance oversight, therefore we are not considering West Coast‑based candidates at this time.
• Ideal candidates are located in CT or within commutable distance

Mid‑Senior level

Full‑time

Sales and Finance

• Financial Services
• Investment Banking
• Banking