Current jobs related to Vice President of Wealth Management - Tolland, Connecticut - Weiss, Hale & Zahansky Strategic Wealth Advisors

Position Title:
Vice President of Wealth Management / Senior Financial Advisor / Director of Client Advisory Services

Reports to:
Head of Advisory

About the Role:
Are you skilled in fostering relationships and possess a background in financial advisory? Do you thrive as a collaborative team member within a dynamic environment? If you are dedicated to delivering exceptional experiences to clients, colleagues, and community partners, we invite you to explore this opportunity.

Weiss, Hale & Zahansky Strategic Wealth Advisors is in search of a Wealth Advisor/Senior Financial Advisor who embraces a personalized approach to providing outstanding client experiences while offering strategic financial guidance.

This position will also lead our Tolland, CT office and enhance our WHZ brand within the Tolland County community, focusing on building meaningful, long-term relationships with clients and community members.

If you are eager to contribute value to our clients in a vibrant, growth-focused culture, this is an excellent opportunity for you.

Key Responsibilities:

At WHZ, we prioritize our clients in fulfilling our Plan Well. Invest Well. Live Well. TM commitment. Our team collaborates to assist clients in reaching their objectives.

As a member of the WHZ Advisory team, you will be responsible for driving business development and ensuring client success through our strategic financial planning and investment framework: Plan Well. Invest Well. Live Well. TM which will shape the products and services we provide to our clients.

Client Relationship Building:
You will cultivate significant relationships with both new and existing community members in the Tolland County area and beyond. This may involve participating in social gatherings, business networking events, and engaging with key Centers of Influence (COIs).

Client Financial Guidance:
As a committed team player, you will play a crucial role in guiding clients through their financial plans and ensuring successful execution.

Collaboration:
You will collaborate with all WHZ team members to implement financial plans and partner with external professionals on legal and tax planning matters.

Compliance:
As an Advisor, you will adhere to all WHZ, FINRA, SEC, and Commonwealth regulations, fulfill educational requirements, and stay informed on industry developments, service enhancements, regulatory changes, and client needs.

Qualifications:

- BA or BS in business; advanced degree/designation preferred (e.g., MBA, CFP, CPA, etc.)
- Prior certification or willingness to pursue CFP certification
- Life and Health Insurance licensing
- FINRA Series 7, Series 63, and Series 65 or 66 registrations
- Minimum of five years of industry experience with direct client interaction
- Proficient understanding and communication of financial planning concepts
- Knowledge of financial products, including mutual funds, stocks, bonds, insurance, and annuities
- Proficiency in software applications, including Microsoft365, MoneyGuidePro, Asana, CRM systems, Argus, Broadridge Forefield Advisor, Morningstar Advisor WorkstationSM
- Exceptional verbal and written communication skills

Compensation and Benefits:

- Base salary range: $100,000 - $150,000 (commensurate with experience and certifications). Annual bonus potential of 15-20% of salary.

This is a full-time position offering a competitive salary and comprehensive benefits package as part of our Total Rewards Compensation Philosophy, which includes salary, 401(k) with match, profit sharing, short-term and long-term disability, health insurance, and a generous Paid Time Off (PTO) policy.

Job Type:
Full-time

This role is primarily based in our Tolland, CT office with flexibility required between our Tolland, CT and Pomfret, CT offices and remote work options based on business needs.

Weekly Schedule:
Monday to Friday

Work Setting:
In-person, office

Experience:
Financial services industry 5+ years

Pay:
$100,000 - $150,000.00 per year

Benefits:
- 401(k)
- 401(k) matching
- Dependent care reimbursement
- Employee assistance program
- Employee discount
- Financial planning services
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Paid training
- Parental leave
- Retirement plan

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