Sr Wealth Advisor - Equity OpportunityECG Resources, Inc. • Westport, CT, US
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Sr Wealth Advisor - Equity Opportunity
ECG Resources, Inc. • Westport, CT, US
[job_card.1_day_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]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 This role offers a potential pathway to future ownership of the firm for the right individual demonstrating leadership, performance, and commitment
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 :
Opportunity :
~ Relocation Assistance Available! ~
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Wealth Advisor • Westport, CT, US
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