What are the responsibilities and job description for the Senior Financial Planner / Lead Advisor position at W3Global Inc.?
About the jobLead client relationships as a Senior Financial Planner (CFP®) at a growing, client-centered RIA in Avon, CT.We are a growing, client-centered RIA focused on deep planning, proactive guidance, and meaningful long-term relationships. We are seeking a Senior Financial Planner who thrives in ownership, takes initiative, and is energized by collaborating within a high-performance advisory team.In this role, you will work directly with our Lead Advisor and Financial Planning team to deliver comprehensive planning, guide clients through key life and financial decisions, and help shape the long-term strategic planning framework of the firm. The ideal candidate has experience leading client meetings, building planning strategies, and proactively identifying needs before they arise.This position is best suited for someone who is:Confident and polished in client interactionsHighly organized with strong follow-throughStrategic in their planning approachComfortable moving at a professional, fast paceMotivated to grow into greater responsibility and leadershipKey ResponsibilitiesLead client meetings and develop long-term advisory relationshipsBuild and present comprehensive financial plans, including retirement, tax strategy, estate planning, college planning, insurance needs, and investment allocationCoordinate with attorneys, accountants, and other outside professionals as neededCollaborate with internal planning, operations, and client service teams to ensure smooth implementation of recommendationsProactively identify planning opportunities and anticipate next steps for clientsContribute to continuous improvement of firm planning processes and systemsServe as a mentor and resource to internal planning associatesQualificationsCFP® certification required7 years of experience in comprehensive planning or advisory rolesStrong understanding of tax planning, retirement strategies, investment allocation, and estate planning considerationsProven experience leading client meetings and delivering advice with confidenceProficiency with financial planning software (e.g., eMoney), CRM, and workflow toolsCompensation & BenefitsCompetitive base salary ($90,000-$120,000), commensurate with experiencePerformance-based bonus opportunity401(k) with employer contributionHealth, dental, and vision benefitsPaid professional education & CFP® continuing educationCollaborative, growth-oriented team culture
Salary : $90,000 - $120,000
