Wealth Advisor

Sanctuary Wealth • Southbury, CT

13h

About The Position

Green Wealth Management Group, LLC is seeking an experienced Wealth Advisor to join its established independent wealth management practice in Southbury, Connecticut. The advisor will serve existing high-net-worth clients while developing additional client relationships and contributing to the firm’s growth. The role offers an existing book of business, firm infrastructure, and collaborative team support, along with compensation incentives tied to new business and potential future partnership or equity opportunities, subject to mutual alignment and future agreement.

The advisor will provide financial planning and investment guidance to high-net-worth clients, families, business owners, and executives. Planning topics include retirement, wealth preservation, estate considerations, tax-aware strategies, and legacy planning. The advisor will build long-term relationships through proactive communication, personalized planning, and reliable follow-through, and will collaborate with internal colleagues and external professionals such as CPAs and estate planning attorneys.

The position also involves growing the advisory business through referrals, professional networks, centers of influence, and new client relationships. Compensation is listed as an anticipated $175,000–$250,000+, based on experience, qualifications, and responsibilities, with additional incentive opportunities tied to new clients, business development, and/or assets under management growth. The posting also lists medical, vision, and dental coverage, a 3% Safe Harbor 401(k) contribution, potential 401(k) profit sharing, paid time off, paid holidays, and professional development opportunities.

Requirements

• At least 5 years of wealth management experience in financial advisory, investment advisory, financial planning, or private wealth management.
• Demonstrated experience advising high-net-worth clients, including households with $1 million or more in net worth.
• Strong financial planning and investment management knowledge, including retirement, tax-aware planning, estate considerations, and wealth preservation.
• Ability to independently manage client relationships, provide financial advice, and cultivate trust with sophisticated clients.
• Experience supporting business development, client referrals, and organic practice growth.
• Strong communication, relationship management, and interpersonal skills.
• Active applicable securities registrations or licenses required to perform advisory responsibilities.

Nice To Haves

• CFP® certification or comparable advanced financial planning credentials.
• Established professional network, referral relationships, or centers of influence.
• Demonstrated success attracting new clients, growing assets under management, or expanding existing client relationships.
• Interest in long-term practice development, leadership, or potential future ownership opportunities.
• Experience within an independent RIA or private wealth management practice.

Responsibilities

• Serve as a trusted financial advisor to existing high-net-worth clients, families, business owners, and executives.
• Lead financial planning and investment conversations covering retirement, wealth preservation, estate planning, tax-efficient strategies, and legacy planning.
• Develop and maintain long-term client relationships through proactive communication, personalized planning, and consistent follow-through.
• Collaborate with internal team members and external professionals, including CPAs and estate planning attorneys, to deliver comprehensive wealth management solutions.
• Identify opportunities to deepen existing client relationships and expand planning services across client households.
• Grow the advisory business through referrals, professional networks, centers of influence, and new client relationships.
• Use the firm’s established infrastructure, client relationships, and resources to support business development.
• Build relationships with attorneys, accountants, business owners, and other professional partners to generate opportunities.
• Support client retention, new asset growth, and continued practice expansion.
• Collaborate with firm leadership on long-term practice growth, client experience, and strategic opportunities.

Benefits

• Employer-covered medical, vision, and dental insurance package (coverage percentage is unclear in the posting).
• 3% Safe Harbor 401(k) contribution.
• Additional 401(k) profit-sharing potential.
• Paid time off.
• Paid holidays.
• Ongoing professional development and opportunities for continued career advancement.
• Additional incentive compensation opportunities tied to new clients, business development, and/or AUM growth.
• Potential future partnership track and equity opportunity, subject to mutual alignment and future agreement.

What This Job Offers

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