Lead Advisor
$90,000 base + $10,000–$20,000 annual performance bonus
Glastonbury / Hartford County, CT · In-office · Full-time
Our client is an established, fee-based wealth management firm serving business owners and families across central Connecticut. This role is built for a relationship-first advisor ready to step into client-facing work from day one. You start with 20 to 40 accounts delegated from the firm, a steady marketing pipeline to draw from, and a clear path to equity. You bring the people skills; the firm provides the planning support, the back office, and the marketing dollars.
Why it's worth a look
A real book from day one. You take over 20 to 40 accounts delegated from the firm, coming up to speed alongside the founder before managing them going forward, so you're producing early rather than starting cold.
A pipeline already running. The firm generates roughly two qualified prospects a week through digital marketing, and you build your own referral business on top of it, fully funded.
A genuine path to equity. Within three to five years, the right person can buy out a segment of clients to launch their own shop, or stay on a competitive production override with full firm support and none of the ownership headaches.
A sane culture. No weekends, no after-hours expectations. The firm values working smart and closing well over logging long hours.
→ Interested candidates will be invited to continue the application process on Forgent (www.forgent.io)
Job Type: Full-time
Base Pay: $90,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
Work Location: Hybrid remote in Glastonbury, CT 06033
