Radium Search ยท 1 week ago
Financial Advisor
Westport, CT
Full-time
Onsite
Mid Level
$100K/yr - $300K/yrRadium Search is a well-established, planning-led fee-based RIA hiring a Financial Advisor for its Connecticut offices. This role is ideal for a motivated advisor who thrives in a relationship-based environment, focusing on servicing existing clients and bringing in new relationships over time.
Staffing & Recruiting
Hiring Manager
Tony Bates DipRP
Responsibilities
Managing client relationships and delivering high-quality financial advice
Leading planning conversations and portfolio reviews with confidence
Building new client relationships through professional networks, referrals, and firm resources
Partnering with the internal client service team to deliver an excellent client experience
Leveraging a strong referral ecosystem, including the Schwab Advisor Network and other firm referral sources
Qualification
Required
Enjoys building trusted relationships and growing a book through referrals and proactive outreach
Is confident and credible in portfolio discussions and investment strategy conversations
Has strong experience in life cycle planning (retirement income, education, tax-aware planning, etc.)
Can service existing clients at a high level while also being naturally growth-oriented
Values working in a collaborative office with leadership support and strong operational infrastructure
Benefits
401(k)
Profit sharing
Full medical benefits
Company
Radium Search
Radium Search is a dynamic firm of headhunters specializing in the financial services industry.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase