Senior Wealth Advisor
ECG ResourcesWestport, CT
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Job Description
Small, Dynamic Multi-Family Office seeks a Senior Wealth Advisor to pursue and acquire Investment Management clients
Key Responsibilities:
- Business Development (75%): Identify and pursue prospective clients through targeted outreach, networking, and marketing initiatives to drive firm growth
- Client Relationship Management (25%): Build and maintain long-term relationships by understanding each client’s financial goals, needs, and risk tolerance
- Financial Planning: Create and implement tailored financial strategies, including retirement, investment, and estate planning, aligned with clients’ objectives
- Investment Advisory: Provide informed investment recommendations based on market trends, client goals, and risk profiles
- Portfolio Management: Oversee client portfolios, make strategic adjustments, and deliver regular performance updates
Qualifications:
- 5–8 years of relevant experience in financial advising, wealth management, or a related field
- Proven track record of success, or a clear vision, strong drive, and a solid plan to achieve it
Opportunity:
- This role offers a potential pathway to future ownership of the firm for the right individual demonstrating leadership, performance, and commitment
~ Relocation Assistance Available! ~
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FAQs About Senior Wealth Advisor Jobs at ECG Resources
What is the work location for this position at ECG Resources?
This job at ECG Resources is located in Westport, CT, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at ECG Resources?
Employer has not shared pay details for this role.
What employment applies to this position at ECG Resources?
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