Wealth Advisor

For over 40 years, MJP Wealth Advisors has been a leading registered investment advisory firm providing comprehensive wealth management solutions and sophisticated investment strategies to high-net-worth individuals, families, and businesses. We pride ourselves on building deep, long-term relationships grounded in trust, expertise, and an unwavering commitment to exceptional client service.At MJP Wealth Advisors, you'll do more than just provide advice, you'll truly shape financial futures. We offer a dedicated client service team, an experienced Investment Committee, cutting-edge investment research, and powerful technology and financial tools to help you focus on delivering personalized, impactful advice to our valued clients.This Wealth Advisor position is located in our Farmington, Connecticut office.Role & ResponsibilitiesProvide comprehensive financial guidance and investment advice, precisely tailored to each client's unique goals and needs.Guide clients through all essential areas of personal finance, including investing, retirement planning, insurance, tax and estate planning, and education planning.Collaborate closely with our Investment Committee to develop bespoke investment strategies that align with client risk tolerance and financial objectives.Cultivate and manage existing client relationships through ongoing communication and strategic periodic reviews.Proactively identify and cultivate new client opportunities, expanding our reach and impact within the high-net-worth market.Leverage the firm's advanced investment strategies, cutting-edge technology, and in-depth research capabilities to consistently provide wealth planning solutions that are always in the best interest of the client.Promote MJP's diverse portfolio strategies and alternative investment solutions.Service existing MJP advisory and 401(k) plan clients, ensuring their continued satisfaction and success.Qualifications & Experience5+ years in a financial advisor role or equivalent financial services experience.A Bachelor's degree is required; an advanced degree or professional designation (e.g., CFP®, MBA, CPA) is a plus.FINRA Series 65 or 66 registration is required or must be obtained within six months of being hired. A Life & Health insurance license is a plus.Comprehensive knowledge across areas of wealth management, including investment management, financial planning, retirement planning, alternative investing, insurance, and estate/tax planning.Exceptional presentation, analytical, interpersonal, and relationship management skills.Excellent written and verbal communication abilities.A self-starter with a true entrepreneurial spirit, possessing excellent organizational and time management skills.An unwavering commitment to providing extraordinary client service and a genuine interest in serving and caring for clients.Compensation & BenefitsMJP Wealth Advisors offers a comprehensive and competitive compensation and benefits package designed to reward your expertise and dedication:Highly Competitive Salary, Bonus, and Benefits Package401(k) / Profit Sharing Plan with Safe Harbor ContributionsComprehensive Medical Insurance, Dental Insurance, and Vision InsuranceHealth Savings Account (HSA)Group Life InsuranceShort-Term Disability Insurance