Private Wealth Advisor

Job Description

The Role

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We are seeking a Private Wealth Advisor to join our Branford team. This is a senior client-facing role for an established advisor who wants to practice in a boutique, independent setting—without sacrificing institutional-quality resources. You will own and deepen relationships with high-net-worth households and business owners, lead comprehensive planning conversations, and work as part of a tight-knit team that treats clients like family.

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This role is well-suited to an advisor who already manages a book of business and is looking for a long-term home, or to a high-performing advisor ready to step into a VP-level practice with support for growth, succession, and complex planning.

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What You Will Do

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Serve as a primary advisor and trusted fiduciary for high-net-worth individuals, families, and business owners.

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Lead discovery, planning, and review meetings covering investments, retirement, estate, tax-aware planning, insurance, and businessowner / exit planning.

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Design and implement personalized financial plans and portfolio strategies aligned to each client’s goals, risk, and time horizon.

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Partners with internal colleagues and outside specialists (CPAs, estate attorneys, insurance professionals) to deliver coordinated advice.

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Support and grow defined-contribution / retirement-plan relationships where appropriate.

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Cultivate new relationships through referrals, community involvement, and professional networks—while protecting the quality-of-service existing clients already expect.

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Mentor junior team members and contribute to a culture of continuous learning, integrity, and client-first decision-making.

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Uphold LPL and firm compliance, documentation, and fiduciary standards.

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Who You Are

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Series 7 and 66 (or 63/65) registrations; ability to register through LPL Financial.

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CFP® strongly preferred; CEPA®, CIMA®, CRPC®, AIF®, or similar designations a plus.

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5+ years in wealth management, private client, or a comparable advisory practice.

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Demonstrated success advising high-net-worth households and/or business owners; an existing book is welcome and will be supported.

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Comfortable leading complex conversations: concentrated stock, liquidity events, multi-generational wealth transfer, and retirement-plan design.

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A natural relationship builder who listens first, educates clearly, and earns trust over years—not quarters.

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Aligned with a fiduciary, fee-aware, planning-led philosophy. Not a product-first salesperson.

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Grounded in community. Experience in or connection to the Connecticut shoreline / Greater New Haven area is a strong plus.

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Life, health, and long-term care insurance licenses, or willingness to obtain them.

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Benefits

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Health insurance

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401(k) with a 3% safe harbor contribution

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Profit sharing

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A boutique independent platform with LPL Strategic Wealth support—open architecture, robust technology, and institutional infrastructure.

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A collaborative partner culture, not a siloed producer model.

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A partnership path for established advisors exploring a long-term home or a customized succession conversation.

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An office in Branford at 265 East Main Street, with free parking and a professional setting between I-95 exits 54 and 55.

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A team that gives back locally and values life outside the office.

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