Senior Wealth Manager

Our client is a growing wealth management firm located in Darien, CT. 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 (< 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) 

Originally posted on Himalayas