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Amon & Associates · 2 months ago

Sr. Wealth Management Service Advisor

Glastonbury, CT

Full-time

Onsite

Senior Level

$130K/yr - $180K/yr

7+ years exp

Amon & Associates is seeking a Senior Wealth Management Service Advisor who plays a key leadership role in delivering exceptional client experience through comprehensive financial planning and investment management. This role involves mentoring the planning team, overseeing client meetings, and ensuring high-quality financial plans for high-net-worth clients.

Financial ServicesRetirementWealth Management

Hiring Manager

Christopher Amon FSA, CFP®, ChFC, CRPC®

Responsibilities

Leads and mentors the financial planning team, ensuring alignment with firm standards and service excellence

Oversees workflow prioritization and quality control of all financial plan production, reviews, and deliverables

Provides coaching, technical guidance, and ongoing training for team members

Partners with the Practice Manager to refine processes, enhance collaboration, and promote a high-performance culture

Serves as the key decision-maker in all phases of the financial planning process—from data gathering and plan design to presentation, implementation, and ongoing review

Leverages eMoney and other advanced planning platforms to create, evaluate, and manage sophisticated financial strategies tailored to client objectives

Collaborates with strategic partners and subject-matter experts to develop solutions for complex and advanced planning cases

Ensures timely and precise implementation of investment and insurance recommendations in alignment with each client’s goals

Monitors portfolio performance and proactively adjusts strategies to ensure continued alignment with client objectives and market conditions

Evaluates and refines internal investment models and practice-specific offerings to maintain best-in-class portfolio management standards

Assists with the preparation of service forms (ex. beneficiary changes, ownership change, third-party authorizations) in advance of client meetings

Assists with the preparation of periodic risk management reviews for client meetings, as needed

Manages, monitors, and follows up on assigned risk management action items from client meetings

Serves as an additional resource to request illustrations/quotes for risk management solutions

Keeps advisors, other staff, and client informed on status of assigned risk management tasks

Serves as the lead advisor for assigned client relationships, managing all aspects of financial planning and service delivery

Leads client meetings, communicates complex financial strategies clearly, and ensures timely follow-up and implementation

Builds deep, trusting relationships with clients, consistently demonstrating professionalism, empathy, and expertise

Collaborates with Leadership on client strategy and ensures seamless onboarding of new clients

Delivers proactive and responsive service within established firm standards

Maintains current knowledge of market trends, investment solutions, and regulatory developments

Ensures accurate and timely maintenance of Redtail CRM, eMoney, and other client management systems

Contributes to practice-wide initiatives and participates in meetings to support firm growth and client success

Qualification

CFP certificationFinancial planningInvestment managementEMoney proficiencyRedtail CRM proficiencyTeam leadershipClient communicationAnalytical skillsContinuous improvement mindsetRelationship buildingOrganizational skillsCollaborationAdaptabilityIntegrityResults-driven

Required

Bachelor's degree in business, finance, or related field (Master's preferred)

Minimum of seven years of experience in a senior-level financial planning or wealth management role, including direct client advisory responsibilities

Experience leading or mentoring a team required

Active CFP® certification required

Series 7, 63, and 65 or 66 licenses are preferred

Insurance license in good standing

Demonstrated expertise in investment management and financial plan construction

Proven leadership and team development abilities

Exceptional client communication and relationship-building skills

Deep understanding of financial planning principles, investment strategies, and insurance concepts

Proficiency in Microsoft Office Suite, eMoney, and Redtail CRM

High attention to detail with strong organizational and analytical skills

Ability to manage multiple priorities with professionalism and composure

Continuous improvement mindset; seeks opportunities to optimize processes and client experience