Senior Wealth Advisor — Established Book + Equity Path

Southbury, Connecticut, United StatesPosted 9 hours ago

Finance & Banking

About the Role

Green Wealth Management Group, LLC in Southbury, CT seeks an experienced Wealth Advisor to join an established practice with an existing book of business. The role focuses on servicing high-net-worth clients while growing the client base and enhancing planning services.

You will lead comprehensive financial planning, coordinate with CPAs and estate attorneys, and leverage a supportive infrastructure for long-term client relationships and firm growth.

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What You'll Do

Green Wealth Management Group, LLC in Southbury, CT seeks an experienced Wealth Advisor to join an established practice with an existing book of business.

The role focuses on servicing high-net-worth clients while growing the client base and enhancing planning services.