What are the responsibilities and job description for the Senior Client Advisor position at Elite Placement Group, LLC?
💼 Senior Client Advisor – Wealth Management
📍 Onsite, Fairfield County, CT
💲 $100K–$170K base bonus path to equity
Full-time | Immediate Need
A boutique, growing wealth management firm is seeking a Senior Client Advisor to step into a leadership role and ultimately take over relationships from the founding partners. This is a high-impact position offering deep client ownership, mentorship responsibilities, and the ability to influence firm strategy.
What You’ll Do:
• Serve as lead advisor for UHNW/HNW client relationships
• Deliver proactive financial, estate, and tax planning guidance
• Collaborate with investment, planning, and family office teams
• Oversee complex wealth transfer and tax strategies
• Mentor junior advisors and contribute to business development
Who You Are:
• 8–10 years of wealth management experience with client leadership
• Strong estate/tax planning fluency (JD/CPA preferred; CFP considered)
• Detail-oriented, warm, client-centric communicator
• Able to handle complex situations and drive follow-through
• Comfortable working fully onsite and partnering with senior leadership
Why Join:
• Entrepreneurial culture with a tight-knit team
• Direct access to founders top-tier UHNW clients
• Competitive compensation strong benefits future equity potential
If you want a role with real ownership, impact, and long-term growth, this is an exceptional opportunity. Reach out to learn more! gbyrne@epgstaffing.com
Salary : $100,000 - $170,000