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Open nowFirst seen 4 days ago

Financial Advisor

Financial Planner Recruiting, LLC28 open roles

Pay
$125,000 a year
Where
Darien, Connecticut, United States
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Your applicationOpen nowFinancial AdvisorFinancial Planner Recruiting, LLC · Darien, Connecticut, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Financial Planner Recruiting, LLC's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 4 days ago

The posting

Our client is a growing wealth management firm located in Darien, CT. They are seeking a Financial Advisor to join their team. Manage and grow a book of business under supervision while continuing to develop financial planning expertise.

Core Responsibilities

  • Lead smaller client meetings and support planning deliverables.
  • Manage a defined set of client relationships and planning engagements.
  • Contribute to new business development and prospecting.
  • Maintain high client satisfaction and persistence rates.

Key Competencies

  • Client relationship and presentation skills.
  • Strong planning and analytical capabilities.
  • Independent management of client service needs.
  • Goal orientation and business development mindset.

Experience & Education

  • 5-7 years of financial industry experience.
  • CFP track in progress.
  • Bachelor's or advanced degree preferred.

Compensation and Benefits

  • Base salary: Up to $125,000; 20% (of net payout) quarterly bonus on new money and new planning fees.
  • 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) 

Path to Next Role

  • Demonstrates planning proficiency and leadership potential.
  • Achieves persistence and client satisfaction benchmarks.
  • Contributes to new business and revenue growth.
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One press. We do the rest.

  1. A CV for this posting

    Written against Financial Planner Recruiting, LLC's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Financial Planner Recruiting, LLC's form

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  4. Every reply, sorted

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