Wealth Management Advisor - (Guilford, CT)

FUNCTION: The Wealth Management Advisor will deliver a distinctive client background that leverages our unique value proposition. Utilizing a consultative, needs-based approach to wealth management and financial planning, the incumbent will support the client's holistic financial needs by leveraging internal firm resources, the bank, and other financial partners. The Wealth Management Advisor will use effective communication and sales skills to build relationships with centers of influence: Bankers, Accountants, Attorneys, Real Estate Professionals, Tax Professionals and others. Using these contacts as well as internal leads, the Advisor will develop new client relationships. The incumbent will work collaboratively in a team-based environment to accomplished firm goals including growth, new relationships, and client retention. GENERAL DESCRIPTION OF DUTIES: Provides comprehensive wealth management and financial planning advice to clients.