Wealth Advisor

Sanctuary Wealth Group LLC • Southbury, CT

2h • $150,000 - $240,000 • Onsite

About The Position

Green Wealth Management Group, LLC is an independent wealth advisory firm that serves successful individuals, families, and business owners through comprehensive, tailored financial strategies, objective advice, and a collaborative team approach. The firm is seeking a senior advisor for its planning-led practice in Southbury, Connecticut. The position is in person and full time.

The advisor will provide senior advisory leadership, service an existing book of business, support growth of the client base, and strengthen client and professional-partner relationships. The role serves high-net-worth families, business owners, executives, and multi-generational relationships. Depending on the candidate’s background, it may focus more on partner-level advising or senior relationship management. The firm offers a platform for client-base growth and, for the right advisor, may discuss a future partnership track and equity opportunity over time.

Requirements

• 5–7+ years of experience in wealth management, particularly in financial planning, investment advisory, private wealth, relationship management, or an RIA advisory capacity.
• Demonstrated ability to build trust with sophisticated clients, lead relationship strategy, explain complex planning concepts clearly, and support a high-touch client experience.
• Experience advising clients with an average net worth of $1 million or more.
• Strong technical knowledge of retirement income planning, investment strategy, tax awareness, estate planning, charitable giving, business succession, executive compensation, risk management, and legacy planning.
• Ability to support business development, cultivate referral relationships and centers of influence, lead prospect conversations, retain key relationships, and contribute to revenue growth.
• Ability to collaborate with advisors, planners, insurance specialists, operations professionals, and client service team members while reinforcing planning standards, communication expectations, and relationship-management discipline.
• Strong leadership, communication, analytical, organizational, relationship-management, and technology skills.
• Proficiency with Microsoft Office, including Outlook, Word, Excel, PowerPoint, and Teams, as well as CRM updates, digital files, and general office technology.
• SIE, Series 65, Series 66, Series 7 FINRA registrations, or other applicable securities licenses.

Nice To Haves

• Bachelor’s degree, relevant coursework, or equivalent professional background in financial planning, finance, economics, accounting, business, mathematics, tax, estate planning, or a related field.
• CFP professional, active CFP certification path, completion of CFP Board education requirements, or comparable advanced planning credential.
• Experience leading an advisory team, practice segment, client service model, growth initiative, succession effort, or other strategic business priority within a wealth management firm.
• Established network of referral sources, professional partners, centers of influence, business leaders, family office contacts, or community relationships that supports practice growth.

Responsibilities

• Contribute to practice priorities involving advisory standards, client experience, planning processes, service execution, and long-term business planning.
• Partner with firm leadership and advisory colleagues on strategic initiatives, client segmentation, relationship coverage, role clarity, and practice management.
• Establish expectations for fiduciary conduct, planning philosophy, communication, relationship management, and accountability across the advisory team.
• Collaborate with advisors, planners, insurance specialists, client service professionals, and operations staff to prepare for meetings, clarify planning priorities, and ensure follow-through.
• Evaluate business performance, staffing needs, workflow, advisor capacity, and service delivery improvements.
• Model professionalism, ownership, sound relationship judgment, and a client-first approach.
• Lead relationships for select high-net-worth households, families, business owners, executives, and complex clients.
• Lead advisory conversations about retirement income, investment strategy, tax awareness, estate planning, charitable giving, business succession, executive compensation, risk management, and legacy planning.
• Coordinate with clients’ attorneys, accountants, and other professional partners to align and communicate planning recommendations.
• Develop relationship strategies for significant client households, including retention, expanded engagement, next-generation involvement, ongoing communication, and proactive service.
• Advise on sensitive client situations, major transitions, advanced planning decisions, and relationship matters requiring senior judgment and discretion.
• Ensure the client experience reflects the firm’s service standards, planning philosophy, fiduciary mindset, and commitment to long-term advice.
• Support business development through referral relationships, prospect engagement, centers of influence, community presence, professional networks, and growth initiatives.
• Lead high-value prospect conversations, proposal discussions, client introductions, referral meetings, and opportunities involving complex planning or significant assets.
• Cultivate relationships with attorneys, CPAs, business leaders, corporate executives, family offices, professional partners, and other centers of influence.
• Identify opportunities to expand relationships through new assets, additional services, broader household engagement, enterprise relationships, and multi-generational needs.
• Maintain accountability for relationship growth, referral activity, client retention, pipeline follow-through, and expanded engagement in partnership with firm leadership.
• Represent the firm’s wealth management approach professionally and credibly to strengthen its market position.

Benefits

• 50% employer-covered benefits package, including health, dental, and vision insurance.
• 3% Safe Harbor 401(k) contribution.
• Potential 401(k) profit sharing.
• PTO policy and paid holidays.
• On-the-job training and professional development.
• Additional incentive compensation for a senior wealth advisor tied to new clients, new business, and/or assets under management brought to the firm.
• Potential future partnership track and equity opportunity for the right advisor.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed