What are the responsibilities and job description for the Wealth Advisor position at MJP Wealth Advisors?
MJP Wealth Advisors is an independent, fee-only wealth management firm and Registered Investment Advisor (RIA) dedicated to helping individuals, families, and businesses navigate complex financial decisions with confidence. Since 1981, we have delivered comprehensive, client-focused guidance grounded in long-term relationships, disciplined planning, and an unwavering commitment to acting in our clients’ best interests.
Our holistic approach integrates investment management, financial planning, tax-efficient strategies, estate and legacy planning, insurance guidance, and retirement plan solutions.
Location: Westport, CT or Farmington, CT (local candidates required)
Role & Responsibilities
- Deliver comprehensive financial advice tailored to each client’s unique goals, values, and circumstances
- Advise clients across all core areas of wealth management, including investments, retirement, tax strategies, estate planning, insurance, and education funding
- Partner with the firm’s Investment Committee to design customized, risk-aligned investment strategies
- Build and deepen client relationships through proactive communication and ongoing strategic reviews
- Identify and develop new business opportunities, expanding relationships within the high-net-worth market
- Leverage the firm’s investment platform, research, and technology to deliver thoughtful, client-first solutions
- Represent and communicate MJP’s investment philosophy, including diversified and alternative strategies
- Service existing advisory and retirement plan 401(k) clients, ensuring a high level of satisfaction and retention
Qualifications & Experience
- 5 years of experience as a financial advisor or in a comparable wealth management role
- Bachelor’s degree required; CFP®, MBA, CPA, or other advanced designation preferred
- FINRA Series 65 or 66 required (or ability to obtain within six months)
- Life & Health insurance license preferred
- Demonstrated expertise across key wealth management disciplines, including investments, financial planning, retirement, tax, estate, and insurance
- Strong analytical, presentation, and relationship management skills
- Excellent written and verbal communication abilities
- Highly organized, self-motivated, and entrepreneurial mindset
- Deep commitment to delivering exceptional client service
Compensation & Benefits
MJP Wealth Advisors offers a competitive compensation package designed to reward performance and long-term success:
- Base salary performance-based bonus
- 401(k) with profit sharing and Safe Harbor contributions
- Medical, dental, and vision insurance
- Health Savings Account (HSA)
- Group life insurance
- Short-term disability insurance