Senior Private Wealth Advisor - Boutique Practice

FINITETEK INC

FINITETEK INC. in Branford, CT seeks a senior Private Wealth Advisor to deepen client relationships with high-net-worth households and business owners. You will lead comprehensive planning conversations and work within a boutique, independent setting that provides institutional-quality resources. You will manage a book of business or step into a VP-level practice with growth and succession support. A fiduciary, fee-aware planning approach is essential, aligning with a community-focused ethos. #J-18808-Ljbffr

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Vacancy posted 1 day ago

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