Private Wealth Advisor

The Role

We are seeking a Private Wealth Advisor to join our Branford team. This is a senior client-facing role for an established advisor who wants to practice in a boutique, independent setting—without sacrificing institutional-quality resources. You will own and deepen relationships with high-net-worth households and business owners, lead comprehensive planning conversations, and work as part of a tight-knit team that treats clients like family.

This role is well-suited to an advisor who already manages a book of business and is looking for a long-term home, or to a high-performing advisor ready to step into a VP-level practice with support for growth, succession, and complex planning.

What You Will Do

•         Serve as a primary advisor and trusted fiduciary for high-net-worth individuals, families, and business owners.

•         Lead discovery, planning, and review meetings covering investments, retirement, estate, tax-aware planning, insurance, and businessowner / exit planning.

•         Design and implement personalized financial plans and portfolio strategies aligned to each client’s goals, risk, and time horizon.

•         Partners with internal colleagues and outside specialists (CPAs, estate attorneys, insurance professionals) to deliver coordinated advice.

•         Support and grow defined-contribution / retirement-plan relationships where appropriate.

•         Cultivate new relationships through referrals, community involvement, and professional networks—while protecting the quality-of-service existing clients already expect.

•         Mentor junior team members and contribute to a culture of continuous learning, integrity, and client-first decision-making.

•         Uphold LPL and firm compliance, documentation, and fiduciary standards.

Who You Are

•         Series 7 and 66 (or 63/65) registrations; ability to register through LPL Financial.

•         CFP® strongly preferred; CEPA®, CIMA®, CRPC®, AIF®, or similar designations a plus.

•         5+ years in wealth management, private client, or a comparable advisory practice.

•         Demonstrated success advising high-net-worth households and/or business owners; an existing book is welcome and will be supported.

•         Comfortable leading complex conversations: concentrated stock, liquidity events, multi-generational wealth transfer, and retirement-plan design.

•         A natural relationship builder who listens first, educates clearly, and earns trust over years—not quarters.

•         Aligned with a fiduciary, fee-aware, planning-led philosophy. Not a product-first salesperson.

•         Grounded in community. Experience in or connection to the Connecticut shoreline / Greater New Haven area is a strong plus.

•         Life, health, and long-term care insurance licenses, or willingness to obtain them.

Benefits

•         Health insurance

•         401(k) with a 3% safe harbor contribution

•         Profit sharing

•         A boutique independent platform with LPL Strategic Wealth support—open architecture, robust technology, and institutional infrastructure.

•         A collaborative partner culture, not a siloed producer model.

•         A partnership path for established advisors exploring a long-term home or a customized succession conversation.

•         An office in Branford at 265 East Main Street, with free parking and a professional setting between I-95 exits 54 and 55.

•         A team that gives back locally and values life outside the office.