Job Description
Job Description
Join Our Team at Briggs Wealth Management, Inc.
Financial Planning Job Description
We are currently seeking a CFP® professional with 7+ years of industry experience including a strong background in tax preparation. This is a unique opportunity to become part of a growing business that places clients’ interests first. The ideal candidate should hold a CPA license and/or CFP certification. We are open to discussing this opportunity with an experienced CPA or Enrolled Agent, even if they do not have a background in financial planning.
Our office is located in Glastonbury, CT, offering a welcoming, professional, and fast-paced work environment where high standards and team collaboration are valued.
This is a full-time position in office working Monday to Friday,
W-2 employment.
Job responsibilities
- Develop comprehensive financial plans tailored to clients’ goals, risk tolerance, and life stages. These plans include all aspects of a client’s life – retirement planning, cash flow, investments, equity compensation, tax, education, employee benefits, insurance, estate planning, etc.
- Participate in existing client meetings from day one, with increasing involvement and responsibility over time. The goal is to transition you into a lead advisor role, taking responsibility of client relationships and engagements as your experience with our firm grows.
- Serve as a primary point of contact for client communications and follow through for assigned clients.
- Manage and/or complete all client meeting preparation and follow-up activities.
- Develop customized asset allocation strategies and investment solutions for clients
- Preparation of tax returns and tax projections for our clients
- Maintain strong client relationships and advise clients on complex planning topics.
Must-have Qualifications & Attributes
- High Expertise in Taxation: Advanced understanding of personal tax planning and preparation, beyond what is covered in standard CFP® coursework.
- Team-Oriented Mindset: Willing to pitch in wherever needed—no task is too small when it supports the team and the firm’s success.
- Adaptable and Resilient: Thrives in a fast-paced, evolving environment and maintains a flexible, can-do attitude.
- Problem Solver: Able to independently identify issues, think critically, and develop creative, practical solutions.
- Strong Communicator: Exceptional verbal and written communication skills; comfortable interacting with clients and colleagues alike.
- Organized and Process-Driven: Experience using CRM systems, workflows, and task management tools to maintain structure and efficiency.
- Detail-Oriented: High level of accuracy and accountability, especially with numbers and client data.
- Efficient Multitasker: Capable of managing competing priorities and meeting deadlines without sacrificing quality.
- Relationship Builder: Strong interpersonal skills with the ability to explain complex financial concepts in a clear and relatable manner.
- Client-Centric: Proactive, service-oriented mindset with a focus on delivering outstanding client experiences.
- Collaborative Spirit: Comfortable working in a small, close-knit team where collaboration and mutual support are key.
- Animal Lover: Must love dogs—our furry friends are an important part of our office culture!
Nice-to-have Qualifications & Attributes
- Professional Credentials: CPA license and/or CFP® certification
- Industry Experience: 7+ years in the financial planning field, with at least 3 years of experience leading client relationships
- Technical Proficiency: Skilled in Microsoft Office, especially Excel
- Software Familiarity: Experience with Orion, Redtail CRM, and CCH Axcess (or similar tax preparation software)
- Team & Culture Contributor: Brings a sense of humor, positivity, and enthusiasm to help shape and grow the BWM office culture
- Career Path
Client-Interactive Role with Growth Potential: Begin working directly with clients in a supported advisor role, with a transition to lead advisor. For the right candidate, there may also be future opportunities to participate in the management and strategic direction of the firm. We offer meaningful opportunities for professional development, leadership, and long-term advancement
Compensation & Benefits:
- Base Salary: Starting at $100,000+ annually, commensurate with experience, plus performance-based bonus opportunities
- Retirement Plan: 401(k) with Safe Harbor employer match, available after the first year of employment
- Health Coverage: While we do not currently offer group health, disability, or life insurance, we are actively exploring options to implement these benefits in the near future. If you do not have access to coverage through a partner or spouse, we are open to discussing a health insurance stipend as an interim solution
- Paid Time Off:
- 2 weeks of paid vacation in the first year
- 3 weeks of paid vacation starting in year two
- Paid company holidays
Company DescriptionBriggs Wealth Management, Inc. is an independent financial planning firm established in 1999, and is committed to delivering comprehensive, personalized services to our clients. Our offerings include investment management, estate planning, retirement planning, tax preparation, insurance analysis, and more. We take pride in our independence and operate with the highest standards of professionalism and integrity.
Company Description
Briggs Wealth Management, Inc. is an independent financial planning firm established in 1999, and is committed to delivering comprehensive, personalized services to our clients. Our offerings include investment management, estate planning, retirement planning, tax preparation, insurance analysis, and more. We take pride in our independence and operate with the highest standards of professionalism and integrity.