Private Wealth Advisor
FINITETEK INC · Branford, Connecticut, United States
FULL TIMEpermanent
Job Description
The RoleWe are seeking a Private Wealth Advisor to join our Branford team. This is a senior client-facing role for an established advisor who wants to practice in a boutique, independent setting—without sacrificing institutional-quality resources. You will own and deepen relationships with high-net-worth households and business owners, lead comprehensive planning conversations, and work as part of a tight-knit team that treats clients like family.
Check below to see if you have what is needed for this opportunity, and if so, make an application asap.
This role is well-suited to an advisor who already manages a book of business and is looking for a long-term home, or to a high-performing advisor ready to step into a VP-level practice with support for growth, succession, and complex planning.
What You Will DoServe as a primary advisor and trusted fiduciary for high-net-worth individuals, families, and business owners.Lead discovery, planning, and review meetings covering investments, retirement, estate, tax-aware planning, insurance, and businessowner / exit planning.Design and implement personalized financial plans and portfolio strategies aligned to each client’s goals, risk, and time horizon.Partners with internal colleagues and outside specialists (CPAs, estate attorneys, insurance professionals) to deliver coordinated advice.Support and grow defined-contribution / retirement-plan relationships where appropriate.Cultivate new relationships through referrals, community involvement, and professional networks—while protecting the quality-of-service existing clients already expect.Mentor junior team members and contribute to a culture of continuous learning, integrity, and client-first decision-making.Uphold LPL and firm compliance, documentation, and fiduciary standards.
Who You AreSeries 7 and 66 (or 63/65) registrations; ability to register through LPL Financial.CFP® strongly preferred; CEPA®, CIMA®, CRPC®, AIF®, or similar designations a plus.5+ years in wealth management, private client, or a comparable advisory practice.Demonstrated success advising high-net-worth households and/or business owners; an existing book is welcome and will be supported.Comfortable leading complex conversations: concentrated stock, liquidity events, multi-generational wealth transfer, and retirement-plan design.A natural relationship builder who listens first, educates clearly, and earns trust over years—not quarters.Aligned with a fiduciary, fee-aware, planning-led philosophy. Not a product-first salesperson.Grounded in community. Experience in or connection to the Connecticut shoreline / Greater New Haven area is a strong plus.Life, health, and long-term care insurance licenses, or willingness to obtain them.
BenefitsHealth insurance401(k) with a 3% safe harbor contributionProfit sharingA boutique independent platform with LPL Strategic Wealth support—open architecture, robust technology, and institutional infrastructure.A collaborative partner culture, not a siloed producer model.A partnership path for established advisors exploring a long-term home or a customized succession conversation. xzbcwsv An office in Branford at 265 East Main Street, with free parking and a professional setting between I-95 exits 54 and 55.A team that gives back locally and values life outside the office.
Check below to see if you have what is needed for this opportunity, and if so, make an application asap.
This role is well-suited to an advisor who already manages a book of business and is looking for a long-term home, or to a high-performing advisor ready to step into a VP-level practice with support for growth, succession, and complex planning.
What You Will DoServe as a primary advisor and trusted fiduciary for high-net-worth individuals, families, and business owners.Lead discovery, planning, and review meetings covering investments, retirement, estate, tax-aware planning, insurance, and businessowner / exit planning.Design and implement personalized financial plans and portfolio strategies aligned to each client’s goals, risk, and time horizon.Partners with internal colleagues and outside specialists (CPAs, estate attorneys, insurance professionals) to deliver coordinated advice.Support and grow defined-contribution / retirement-plan relationships where appropriate.Cultivate new relationships through referrals, community involvement, and professional networks—while protecting the quality-of-service existing clients already expect.Mentor junior team members and contribute to a culture of continuous learning, integrity, and client-first decision-making.Uphold LPL and firm compliance, documentation, and fiduciary standards.
Who You AreSeries 7 and 66 (or 63/65) registrations; ability to register through LPL Financial.CFP® strongly preferred; CEPA®, CIMA®, CRPC®, AIF®, or similar designations a plus.5+ years in wealth management, private client, or a comparable advisory practice.Demonstrated success advising high-net-worth households and/or business owners; an existing book is welcome and will be supported.Comfortable leading complex conversations: concentrated stock, liquidity events, multi-generational wealth transfer, and retirement-plan design.A natural relationship builder who listens first, educates clearly, and earns trust over years—not quarters.Aligned with a fiduciary, fee-aware, planning-led philosophy. Not a product-first salesperson.Grounded in community. Experience in or connection to the Connecticut shoreline / Greater New Haven area is a strong plus.Life, health, and long-term care insurance licenses, or willingness to obtain them.
BenefitsHealth insurance401(k) with a 3% safe harbor contributionProfit sharingA boutique independent platform with LPL Strategic Wealth support—open architecture, robust technology, and institutional infrastructure.A collaborative partner culture, not a siloed producer model.A partnership path for established advisors exploring a long-term home or a customized succession conversation. xzbcwsv An office in Branford at 265 East Main Street, with free parking and a professional setting between I-95 exits 54 and 55.A team that gives back locally and values life outside the office.