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