Senior Wealth Advisor & Client Growth Lead

A wealth management consulting firm is seeking a Lead Advisor in Hartford, CT. The candidate will lead the entire sales cycle, develop comprehensive financial plans, and manage long-term client relationships. A minimum of 5 years of experience as a financial advisor is required, along with expertise in holistic financial planning and investment strategy. Familiarity with tools like RightCapital and eMoney is essential. The position offers a dynamic environment with opportunities for professional development.
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