Wealth Manager

Wealth ManagerOur client is a growing wealth management firm located in Darien, Connecticut. They are seeking a Wealth Manager to join their team. Manage and grow a book of business under supervision while continuing to develop financial planning expertise.PurposeFully own a client book and lead comprehensive planning and relationship management efforts.Core ResponsibilitiesManage and grow assigned client relationships.Lead client meetings and financial planning engagements.Mentor junior advisors and CRMs.Contribute to firm revenue and AUM growth.Key CompetenciesAdvanced planning and presentation skills.Leadership and mentoring abilities.High accountability and integrity.Strong understanding of planning software and compliance.Experience & Education7-10 years of financial industry experience.Completion of over 50% of CFP modules.Bachelor's or advanced degree preferred.CompensationBase salary: $125,000 - $200,000; 25% (of net payout) quarterly bonus on new money and new planning fees.Discretionary bonus based on leadership, education, or impact.Medical Insurance: 50% employer-paid (< 5 years); 75% employer-paid (5+ years) *employee onlyDental Insurance: 100% employer-paidVision Insurance: 100% employer-paid401(k) Match: 100% on first 3%, 50% on next 2%Life Insurance: $10,000 employer-paidShort-Term Disability: 60% of salary up to $500/weekLong-Term Disability: 50% of salary up to $1,000/monthPaid Time Off: Unlimited PTO (subject to approval)Path to Next RoleDemonstrates strong leadership and results-driven performance.Maintains 95% persistency rate on financial plans.Recognized as a top contributor and mentor within the firm.