Jobot
Overview
Base pay range: $120,000.00/yr - $220,000.00/yr Location: Clifton Park, NY 12065 and Southington, CT 06489 (Flexible on in-office, may have the person come in to start/get acclimated) This Jobot Job is hosted by Julia Toms. Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Are you a fit? This role is a Financial Advisor position with two openings at a nationally recognized wealth management firm. What You’ll Do
Work closely with senior advisors to support and manage their client relationships Cultivate relationships with prospective clients and leverage our expansive referral networks to drive business growth Develop a pipeline of new business through networking, prospecting, and centers of influence Provide exceptional service and financial guidance, ensuring clients receive personalized strategies tailored to their goals Conduct regular client meetings to review portfolios and identify opportunities in investment, retirement, estate, tax, and insurance planning Stay ahead of market trends and proactively recommend strategies What You Bring
Minimum 5 years of relevant industry experience in wealth management and/or financial planning Strong interpersonal and communication skills to build trust and lasting client relationships Ability to translate complex financial concepts into clear, actionable guidance for clients Proven track record of business development and client network expansion Series 7 and 63 (or 65 & 66) required; Life/Health/Variable Annuity licenses preferred CFP designation strongly preferred or ability to obtain it within a designated timeframe Bachelor’s Degree and clean U-4 record required Additional Details
Position: Financial Advisor (2 openings) Target Salary: $120-220k+ depending on experience and bonuses About the Firm
A boutique wealth management firm overseeing approximately $4B in assets, known for its collaborative and client-centric culture. The role involves taking over an existing book of business with a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. Each advisor is supported by a dedicated Client Service Associate (CSA) and a team of 2–3 professionals responsible for financial planning and investment management. The primary focus is client relationship management—building trust, deepening relationships, and serving as the main point of contact. Ideal candidates will be comfortable meeting clients in-office as well as nurturing relationships through client-facing activities such as lunches, dinners, and events. Benefits
Full benefits Flex schedule Friendly culture Equal Opportunity
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. How to Apply
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button. Seniority level
Not Applicable Employment type
Full-time Job function
Finance and Sales Industries
Accounting, Financial Services, and Banking
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Base pay range: $120,000.00/yr - $220,000.00/yr Location: Clifton Park, NY 12065 and Southington, CT 06489 (Flexible on in-office, may have the person come in to start/get acclimated) This Jobot Job is hosted by Julia Toms. Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Are you a fit? This role is a Financial Advisor position with two openings at a nationally recognized wealth management firm. What You’ll Do
Work closely with senior advisors to support and manage their client relationships Cultivate relationships with prospective clients and leverage our expansive referral networks to drive business growth Develop a pipeline of new business through networking, prospecting, and centers of influence Provide exceptional service and financial guidance, ensuring clients receive personalized strategies tailored to their goals Conduct regular client meetings to review portfolios and identify opportunities in investment, retirement, estate, tax, and insurance planning Stay ahead of market trends and proactively recommend strategies What You Bring
Minimum 5 years of relevant industry experience in wealth management and/or financial planning Strong interpersonal and communication skills to build trust and lasting client relationships Ability to translate complex financial concepts into clear, actionable guidance for clients Proven track record of business development and client network expansion Series 7 and 63 (or 65 & 66) required; Life/Health/Variable Annuity licenses preferred CFP designation strongly preferred or ability to obtain it within a designated timeframe Bachelor’s Degree and clean U-4 record required Additional Details
Position: Financial Advisor (2 openings) Target Salary: $120-220k+ depending on experience and bonuses About the Firm
A boutique wealth management firm overseeing approximately $4B in assets, known for its collaborative and client-centric culture. The role involves taking over an existing book of business with a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. Each advisor is supported by a dedicated Client Service Associate (CSA) and a team of 2–3 professionals responsible for financial planning and investment management. The primary focus is client relationship management—building trust, deepening relationships, and serving as the main point of contact. Ideal candidates will be comfortable meeting clients in-office as well as nurturing relationships through client-facing activities such as lunches, dinners, and events. Benefits
Full benefits Flex schedule Friendly culture Equal Opportunity
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. How to Apply
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button. Seniority level
Not Applicable Employment type
Full-time Job function
Finance and Sales Industries
Accounting, Financial Services, and Banking
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