Financial Planner

Job Description $120K-$180K Base + Bonus Opportunities | Hybrid - Fairfield, CT (Mondays in office) We're hiring a Lead Financial Planner/Advisor on behalf of a fast-growing, planning-first wealth management firm in Southern Connecticut. This isn't a back-seat support role. This is a true lead advisor seat with heavy emphasis on financial planning, in a firm that is scaling intentionally-and looking for someone who wants to grow with it.

Why This Role Stands Out:

Built-In Opportunity Flow You won't be hunting for prospects from scratch. The firm has a strong marketing engine generating a steady stream of qualified new client opportunities. A Real Lead Role After onboarding, you'll step into full ownership of client relationships-leading meetings, delivering advice, and becoming the trusted voice in the room. Planning-First Philosophy Advice leads. Products follow. The firm is deeply committed to comprehensive financial planning as the foundation of every relationship. High-Impact, Build-Mode Environment This is a growth phase opportunity. You'll help refine workflows, enhance systems, and elevate the client experience as the firm scales. Performance-Based Upside + Future Equity Path Quarterly bonuses tied to company goals and your controllable KPIs. Long-term equity opportunity for the right person who grows with the firm.

What You'll Own:

Creating and delivering comprehensive financial plans for new clients Leading plan presentations (primarily via Zoom) Serving as the primary advisor and point of contact post-onboarding Coordinating implementation with operations and admin support Continuously improving processes to help build an elite, scalable client experience

Who Thrives Here:

5-7 years of client-facing financial planning experience CFP® preferred (exceptional candidates without it will be considered) A service-first mindset with strong communication skills Energized by ownership, growth, and building something meaningful Excited by both client impact and firm-level impact Comfortable working in a primarily remote environment If you're ready to step into a true lead advisor role-with real upside, real ownership, and real opportunity to shape the future of a growing firm-we'd love to connect. Apply today!