Private Wealth Advisor

LEAD ADVISOR, LLC is a wealth management consulting and search firm. This role is for a client firm in the Greater Hartford Area.

Private Wealth Advisor-

The Private Wealth Advisor should have deep planning acumen and can help the firm grow by working with incoming marketing leads, your own network and working to identify opportunities within the existing book. This is a salaried role with variable compensation and potential equity progression.

Key Responsibilites:

Progress leads & close new clients.

• Hit annual new client growth goals.

• Lead the full front-end sales cycle—discovery, proposal, and close.

• Maintain disciplined progression of opportunities through next-step setting and proactive follow-up

• Handle objections effectively and differentiate the firm’s value proposition to prospects.

• Take accountability for outcomes from first meeting through long-term client retention.

Create financial plans for clients with complex situations and ensure seamless onboarding.

· Deeply understand the financial planning process and relevant tools (e.g., RightCapital, eMoney, MoneyGuidePro)

· Work collaboratively with other members of the team to develop and deliver financial plans for new prospects and existing clients.

· Personally shepherd the relationship through onboarding and account transfer until assets arrive.

Provide ongoing advice and relationship management for assigned advisor relationships.

· Deliver comprehensive financial planning, ongoing portfolio advice, and proactive client communication.

· Conduct regular client reviews and update plans as circumstances change.

· Identify and act on opportunities for deeper engagement (planning, tax, estate, held-away assets).

EXPERIENCE AND TECHNICAL SKILLS NEEDED

· 5+ years as a successful financial advisor or practice leader

· Expertise in holistic financial planning, investment strategy, and long-term client relationships.

· CFP credentials.

$150,000 base.