Vision Search Partners LLC
Senior Financial Planner (New Haven)
Vision Search Partners LLC, New Haven, Connecticut, United States, 06540
Are you looking for an incredible opportunity to grow your career alongside experienced mentors while working directly with high-net-worth clients? Our client, a respected independent firm with over 40 years of experience and $600M AUM, is seeking a Senior Financial Planner to join their collaborative team. Youll gain exposure to complex planning strategies and have a clear path toward a senior advisory role.
In this role, you will: Create and present customized financial plans. Lead and support client meetings and portfolio reviews. Collaborate with the investment team on implementation strategies. Serve as a trusted contact for ongoing client questions. Support leadership on business development initiatives.
Who You Are: 37 years of financial planning or wealth management experience. CFP certified or actively pursuing. Strong communicator, detail-oriented, and relationship-driven.
Join a firm that values growth, mentorship, and meaningful client relationships.
In this role, you will: Create and present customized financial plans. Lead and support client meetings and portfolio reviews. Collaborate with the investment team on implementation strategies. Serve as a trusted contact for ongoing client questions. Support leadership on business development initiatives.
Who You Are: 37 years of financial planning or wealth management experience. CFP certified or actively pursuing. Strong communicator, detail-oriented, and relationship-driven.
Join a firm that values growth, mentorship, and meaningful client relationships.