Financial Advisor

Financial Advisor

Our client is a growing wealth management firm located in Darien, CT. They are seeking a Financial Advisor to join their team. Manage and grow a book of business under supervision while continuing to develop financial planning expertise.

Core Responsibilities

• Lead smaller client meetings and support planning deliverables.
• Manage a defined set of client relationships and planning engagements.
• Contribute to new business development and prospecting.
• Maintain high client satisfaction and persistence rates.

Key Competencies

• Client relationship and presentation skills.
• Strong planning and analytical capabilities.
• Independent management of client service needs.
• Goal orientation and business development mindset.

Experience & Education

• 5-7 years of financial industry experience.
• CFP track in progress.
• Bachelor's or advanced degree preferred.

Compensation and Benefits

• Base salary: Up to $125,000; 20% (of net payout) quarterly bonus on new money and new planning fees.
• Medical Insurance: 50% employer-paid (<5 years); 75% employer-paid (5+ years) *employee only
• Dental Insurance: 100% employer-paid
• Vision Insurance: 100% employer-paid
• 401(k) Match: 100% on first 3%, 50% on next 2%
• Life Insurance: $10,000 employer-paid
• Short-Term Disability: 60% of salary up to $500/week
• Long-Term Disability: 50% of salary up to $1,000/month
• Paid Time Off: Unlimited PTO (subject to approval)

Path to Next Role

• Demonstrates planning proficiency and leadership potential.
• Achieves persistence and client satisfaction benchmarks.
• Contributes to new business and revenue growth.

Financial Planner Recruiting, LLC