Senior Wealth Advisor
Job in
Westport, Fairfield County, Connecticut, 06889, USA
Listed on 2026-01-19
Listing for:
ECG Resources
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Small, Dynamic Multi-Family Office seeks a Senior Wealth Advisor to pursue and acquire Investment Management clients
Key Responsibilities- Business Development (75%):
Identify and pursue prospective clients through targeted outreach, networking, and marketing initiatives to drive firm growth - Client Relationship Management (25%):
Build and maintain long-term relationships by understanding each client’s financial goals, needs, and risk tolerance - Financial Planning:
Create and implement tailored financial strategies, including retirement, investment, and estate planning, aligned with clients’ objectives - Investment Advisory:
Provide informed investment recommendations based on market trends, client goals, and risk profiles - Portfolio Management:
Oversee client portfolios, make strategic adjustments, and deliver regular performance updates
- 5–8 years of relevant experience in financial advising, wealth management, or a related field
- Proven track record of success, or a clear vision, strong drive, and a solid plan to achieve it
- This role offers a potential pathway to future ownership of the firm for the right individual demonstrating leadership, performance, and commitment
~ Relocation Assistance Available! ~
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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