Private Wealth Advisor

Job Description

Overview: An established Connecticut based wealth management firm is hiring a Wealth Advisor to lead and grow a portfolio of high-net-worth and emerging-ultra-high-net-worth households. This role centers on planning, investment oversight, and relationship management—not product distribution.

Key Responsibilities

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• Serve as primary advisor for assigned client relationships; deliver comprehensive financial planning, asset allocation guidance, and ongoing portfolio reviews.
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• Build new relationships through referrals, COIs, and targeted prospect development in the Fairfield County market.
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• Translate client goals into actionable planning strategies (retirement, tax, estate, liquidity events, business-owner transitions).
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• Coordinate with investment, planning, and operations teams to execute recommendations and maintain client service standards.
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• Document planning assumptions, risk profiles, and investment policy updates in line with firm procedures.
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• Monitor client portfolios; identify rebalancing needs, tax-loss harvesting opportunities, and other portfolio-level adjustments.
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Required Experience & Skills

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• 5-10+ years as a financial advisor or wealth planner working with HNW clients.
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• Strong planning background; ability to lead client meetings without reliance on product scripts.
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• Solid understanding of investment principles, capital-markets basics, and portfolio construction in a discretionary or advisory setting.
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• Track record of retaining clients and cultivating new ones through trust-based relationships.
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• CFP, CFA, or CTFA is a plus.
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Additional Details

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• Full-time role based in Fairfield County with hybrid flexibility in office.
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• Competitive base salary, incentive structure tied to both performance and revenue.
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