About this opportunity
Financial Planner Recruiting, LLC lists this Senior Wealth Manager opportunity in darien, Connecticut. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Wealth Manager
Our client is a growing wealth management firm located in Darien, Connecticut. They are seeking a Senior Wealth Manager to join their team. Manage and grow a book of business under supervision while continuing to develop financial planning expertise.
Purpose
Provide strategic leadership, manage a large book of business, and contribute to firm growth and mentorship at the highest level.
Core Responsibilities
Oversee 100-150 planning relationships and up to 200 clients.
Bring in new business through referrals and prospecting.
Serve as a mentor to Wealth Managers, Advisors, and CRMs.
Influence firm-wide client experience and planning standards.
Key Competencies
Expertise in complex financial planning and client strategy.
Visionary leadership and mentorship.
High accountability and consistency.
Business development and strategic communication.
Experience & Education
10+ years of financial advisory experience.
CFP required; advanced certifications preferred.
Bachelor's or advanced degree preferred.
Compensation
Base salary: $200,000 - $300,000; 30% (of net payout) quarterly bonus on new money and new planning fees.
Discretionary ownership consideration or combination of equity and performance incentives.
Medical Insurance: 50% employer-paid (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)
Worksite address
darien, CT, 06820, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.