ROLE
Senior Financial Planner/Wealth Manager
This Senior Financial Planner / Wealth Manager role is with a relationship-driven independent RIA managing ~$600M for a concentrated base of about 125 high-trust clients, delivering sophisticated, multi-generational planning built on depth and long-term trust.
ROLE HIGHLIGHTS
SALARY
$100,000 - $120,000
LOCATION
New Haven, CT
TYPE
Full-time
Job description
Do the deepest planning work of your career — and help build the practice.
Our client is a highly relationship-driven independent RIA managing roughly $600M for about 125 clients. The deliberately low client-to-advisor ratio means real depth: conversations that extend past investments into family dynamics, business planning, legacy, and the decisions that actually shape a client's life.
This isn't a maintenance seat. The firm has the stable base, deep client trust, and operational foundation already in place — what it's looking for is someone who brings energy and initiative to growing it. You'll develop and present comprehensive plans, own relationships over time, and help expand the firm through your own business development. Depending on the engagement, you'll work as either lead advisor or collaborative second chair.
The path is explicit and measurable: advancement tied to client leadership and business development, with compensation that evolves alongside the practice you build — toward revenue participation and ownership.
What makes this role unique?
Depth over volume. An exceptionally low client-to-advisor ratio lets you do sophisticated, multi-generational planning rather than race a large book.
Established firm, entrepreneurial upside. The stability and trust of a respected practice, combined with a genuine path to revenue participation and ownership.
A real growth track. Prior advisors have built long-term careers here by steadily expanding their relationships, responsibility, and ownership.
What you will do
Build and deepen trusted relationships with high-net-worth clients and multi-generational families.
Develop, present, and implement comprehensive financial plans across investments, retirement, tax, estate, and risk.
Serve as lead advisor or collaborative second chair, depending on the client engagement.
Transition and progressively own existing client relationships over time.
Drive firm growth through networking, referral development, community involvement, and personal initiative.
Take increasing ownership of client relationships and business outcomes as the role evolves.
The ideal candidate
Significant financial planning or wealth management experience within an RIA or similar environment.
CFP® or comparable advanced planning credentials strongly preferred.
Strong technical planning depth paired with genuine relationship-management skill.
Comfortable balancing high-level client service with real business development expectations.
Entrepreneurial — you want to help expand a firm, not just service an inherited book.