The Opportunity: Established Clients. Growth Potential. Long-Term Upside.

Green Wealth Management is seeking an experienced Wealth Advisor to join its established, independent wealth management practice in Southbury, Connecticut.

Unlike traditional advisory opportunities that require building a client base from the ground up, this position offers the opportunity to service an existing book of business while continuing to grow and develop your own client relationships.

The firm is looking for an advisor who can step into an established practice, build trusted relationships with high-net-worth clients, and contribute to continued business growth. With competitive compensation, additional incentives tied to new business, and the potential to explore future partnership and equity opportunities, this role offers both immediate stability and meaningful long-term career potential. 

Role Overview

Client Advisory & Relationship Management

• 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

Business Development & Practice Growth

• Grow your advisory business through referrals, professional networks, centers of influence, and new client relationships.
• Leverage the firm's established infrastructure, client relationships, and resources to support business development efforts.
• Build relationships with attorneys, accountants, business owners, and other professional partners to generate new opportunities.
• Support client retention, new asset growth, and the continued expansion of the practice.
• Collaborate with firm leadership on long-term practice growth, client experience, and strategic opportunities.

What We’re Looking For:

Required Qualifications

• 5+ years of wealth management experience, specifically in a financial advisory, investment advisory, or private wealth management capacity.
• Demonstrated experience advising high-net-worth clients, including households with $1M+ in net worth.
• Strong financial planning and investment management knowledge, including retirement, tax-aware planning, estate considerations, and wealth preservation.
• Proven ability to independently manage client relationships, deliver 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.

Preferred 

• CFP® certification or comparable advanced financial planning credentials.
• Established professional network, referral relationships, or centers of influence.
• Demonstrated success attracting new clients, growing AUM, 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.

Why Consider Joining Green Wealth Management Group?

Competitive Compensation & Growth Incentives

• $175,000–$250,000 anticipated compensation, based on experience, qualifications, and scope of responsibility.
• Additional incentive compensation opportunities tied to new clients, business development, and/or AUM growth.
• Potential for expanded earnings based on demonstrated business development capabilities and contributions to firm growth.

Established Client Base & Practice Support

• Opportunity to service and develop relationships within an existing book of business.
• Established wealth management infrastructure and collaborative team support.
• Ability to focus on delivering comprehensive financial advice while continuing to build your own client base.
• Independent, client-focused environment emphasizing personalized planning and long-term relationships.

Long-Term Career & Ownership Potential

• Opportunity to grow alongside an established independent wealth management firm.
• Potential to discuss a future partnership track and equity opportunity for the right advisor, subject to mutual alignment and future agreement.
• Ability to contribute meaningfully to the firm's continued growth and long-term success.

Benefits + Additional Perks

• % Employer Covered Benefits Package (Medical, vision, and detal insurance)
• 3% Safe Harbor 401(k) Contribution
• Additional 401(k) profit-sharing potential
• Paid time off and paid holidays
• Ongoing professional development and opportunities for continued career advancement within the firm