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Wealth Advisor Opportunity - Fairfield County CT - Inherit Client Relationships from Retiring Partner

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JOB DESCRIPTION
Job #: 17408
Status: Active
Title: Wealth Advisor Opportunity - Fairfield County CT - Inherit Client Relationships from Retiring Partner
Job Location: CT-Stamford
Northeast (CT, ME, MA, NH, RI & VT)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Executive/Mid Management/Admin; Wealth Management - Personal Trust
Industries: Financial Services
Base Compensation:
Low: $120,000       High: $200,000
Total Compensation:
Low: $155,000       High: $250,000
Bonus, Incentives, etc.: Competitive compensation package including attractive base salary plus bonus
Benefits: Above Average Benefits
Overnight Travel: Local Travel Only
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
 
Why is This a Great Opportunity?
Wealth Advisor Opportunity - Fairfield County CT - Inherit Client Relationships from Retiring Partner Boutique Wealth Management Firm seeks Wealth Advisor to transition high net worth clientele from Founder. Counsel clients regarding financial planning and investment management.
 
Job Description:
This role is integral to the development of second generation firm leadership. Ownership and equity opportunity.
 
QUALIFICATIONS
Mandatory Minimum Qualifications - Must Have: 10+ years experience required in addition to deep technical planning knowledge and excellent client contact skills.
 
Education: Bachelor's
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 11-15+
 
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