Financial Advisor

The Opportunity A well-established, planning-led fee-based RIA is hiring a Financial Advisor for its Connecticut offices (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 . Who This Role Is For We’re looking for an advisor who: 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 What You’ll Be Doing 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 The Firm 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 #J-18808-Ljbffr