Wealth Management Advisor

Ciampi Wealth Management is a fiduciary-first, family-run firm built for independence. We're looking for a Wealth Advisor to join as co-advisor alongside our lead advisor (CT 5-Star Wealth Manager for 11 years). What makes us different: We're not tied to a single parent model - we're deliberately growing toward our own RIA, giving our team a real path to ownership. At Ciampi, clients and team members come first, always. This role is focused on managing and deepening relationships with an existing client base , not business development. You'll co-lead client meetings from day one, take on growing ownership of relationships over time, and have a real path to equity as we build toward independence. What you'll do: Guide clients on risk management, estate planning & taxes Build and present tailored financial planning recommendations Recommend investment, insurance & tax strategies Sit on the firm's investment committee What we're looking for: 2+ years in financial services; prior Associate Advisor or Paraplanner experience required Series 7 & 66 preferred; CFP preferred (or willingness to pursue) Ability to forge strong client relationships, anticipate future needs, and align planning with their goals Ability to collaborate with team members to deliver concierge-level service Eager to grow with modern planning tools (MoneyGuidePro, IncomeLab, eMoney) - we'll help you master them Why join us: Aggressive salary plus performance bonus up to 25% of salary, plus an annual company bonus. Full benefits, 5 weeks PTO, 401(k) match, profit sharing, and firm-paid certifications. We invest in our people through individual development plans tied to our team's shared goals - because we grow best when we grow together. #J-18808-Ljbffr