Senior Wealth Manager

Our cli ent 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