JOIN OUR GROWING TEAM

Entrust Wealth Partners is a comprehensive advisory firm committed to delivering fully coordinated and integrated planning solutions to closely held business owners, entrepreneurs, senior executives and retirees.  Through an ensemble of well-respected investment, insurance, legal and financial partners, we provide simplified access to a complete range of wealth planning services that allow you to build an all-in-one plan for the future.  As a firm, we’re excited to continue to grow our advisory team by identifying a professional interested in being part of a unique and supportive team environment while actively growing the firm’s client base.

EXPERIENCED FINANCIAL ADVISOR

We are seeking an experienced and Certified Financial Planner (CFP®) to join our dynamic team. The ideal candidate is passionate about helping clients achieve their financial goals through comprehensive planning, investment management, and exceptional service. This role offers the opportunity to work closely with a select group of clients, providing strategic guidance on complex financial needs while contributing to the growth of our firm.

Location: West Hartford, CT

Job Type: Full-time

Key Responsibilities:

  • Develop and implement customized financial plans for high-net-worth clients, including retirement planning, estate planning, tax strategies, and investment management.
  • Conduct in-depth analyses of clients’ financial situations, goals, and risk tolerance to deliver tailored recommendations.
  • Manage and grow a portfolio of client relationships, ensuring consistent communication and exceptional service delivery.
  • Stay informed on market trends, investment opportunities, and regulatory changes to provide proactive advice.
  • Collaborate with team members, including attorneys, accountants, and other professionals, to offer holistic solutions.
  • Contribute to business development efforts by identifying opportunities to attract and retain high-net-worth clients.

Qualifications:

  • Certified Financial Planner (CFP®) designation required.
  • Minimum of 5 years of experience as a financial advisor, with a proven track record of managing client relationships.
  • Strong knowledge of wealth management including estate, investment and tax planning.
  • Exceptional interpersonal and communication skills, with a client-first mindset.
  • Ability to thrive in a small, collaborative, and service-oriented team environment.
  • Proficiency with financial planning software (e.g. eMoney) and Microsoft Office Suite.
  • Series 7, 66, insurance life and health licenses preferred or willingness to obtain within 6-months.
  • Bachelor’s degree in Finance, Economics, Business, or a related field (advanced degree or additional certifications a plus).

What we Offer:

  • Competitive salary with performance-based incentives.
  • Opportunity to work with a small, tight-knit team focused on quality over quantity.
  • Access to an exceptional client base with complex and rewarding financial planning needs.
  • Professional development support, including continuing education and certifications.

How to Apply: 

If you are an experienced CFP® with a passion for serving high-net-worth clients in a personalized, service-driven firm, we’d love to hear from you. Please submit your resume, a cover letter detailing your experience with affluent clients, and any relevant certifications to mailto:entrust@entrustwp.com.

Entrust Wealth Partners, LLC is an equal opportunity employer.