Wealth Planner

Bradley, Foster & Sargent is an independently owned, fast-growing investment advisory and wealth management firm. Our culture is based on serving clients well through customized, goal-oriented investment management services. We value dedication, hard work and a sense of urgency.

We are seeking an experienced, client-focused Wealth Planner to join our growing team. This role is ideal for a planner who is passionate about helping clients align their wealth with what matters most to them. Working closely with Portfolio Managers and Wealth Advisors, the Wealth Planner will serve as a trusted partner to high-net-worth individuals and families, helping uncover goals, simplify complex planning concepts, and deliver clarity around important financial decisions.

The Opportunity For candidates with an existing book of business, Bradley, Foster & Sargent provides an opportunity to leverage the firm’s investment capabilities, planning resources, technology, and collaborative team structure while continuing to develop and deepen client relationships.

For candidates without a book of business, this role offers the opportunity to work alongside experienced advisors and investment professionals, develop meaningful client relationships, participate in client meetings, and grow into an increasingly significant client-facing role — without the expectation that they must bring a book on day one.

The ideal candidate is technically strong, naturally curious, and genuinely interested in understanding what drives a client’s financial decisions. They ask thoughtful questions, listen carefully, and can turn complex planning concepts into practical conversations and actionable recommendations.

Job Description And Responsibilities

• Lead discovery conversations that uncover client goals, values, priorities, and concerns.
• Develop comprehensive wealth planning recommendations spanning retirement, tax, estate, insurance, education, and cash flow planning.
• Translate complex financial planning strategies into clear, actionable recommendations that clients can confidently understand and implement.
• Create and maintain financial plans and scenarios utilizing eMoney.
• Gather, organize, and analyze balance sheet, cash flow, income, and estate planning information.
• Collaborate closely with Portfolio Managers to integrate investment strategy with broader wealth planning objectives.
• Help clients evaluate major life decisions and transitions, including retirement, business succession, inheritance, charitable giving, and wealth transfer.
• Participate in client meetings and present planning analyses and recommendations.
• Build and deepen long-term client relationships through exceptional service, responsiveness, and follow-through.
• Stay current on wealth planning strategies, industry trends, and regulatory developments affecting high-net-worth clients.

Required Qualifications

• 5+ years of experience in wealth management, financial planning, private wealth, or a related advisory environment.
• Experience working directly with high-net-worth individuals and families.
• Demonstrated proficiency with
• Strong understanding of retirement, tax, estate, insurance, and cash flow planning concepts.
• Excellent communication skills with the ability to explain sophisticated planning strategies in a simple and relatable manner.
• Exceptional emotional intelligence, active listening, and relationship-building skills.
• Strong analytical, organizational, and problem-solving abilities.
• Ability to manage multiple client relationships and planning engagements simultaneously.
• Bachelor’s degree required.

Preferred Qualifications

• CFP® certification strongly preferred.
• Experience working within a team-based advisory model alongside investment professionals.
• Existing client relationships or a transferable book of business is welcome, but not required.

Why Bradley, Foster & Sargent? At Bradley, Foster & Sargent, we provide the opportunity to work in an environment where planning, investing, and client relationships come together .

We believe great wealth management is about more than managing portfolios. It’s about understanding people, asking the right questions, and helping clients make thoughtful decisions about their financial lives.

Whether a Candidate Is Bringing An Established Practice Or Looking To Build Their Next Chapter Within a Growing Firm, They’ll Have The Opportunity To

• Work directly with high-net-worth individuals and families.
• Collaborate with experienced Wealth Planners and Portfolio Managers.
• Expand their role in client relationships and comprehensive wealth planning.
• Leverage the resources and capabilities of an established, growing firm.
• Build a long-term career in a team-oriented environment.
• Make a meaningful impact on the financial lives of the clients they serve.

Benefits We strive to provide excellent benefits designed to support our employees’ physical, financial, and emotional well-being, including:

• Competitive salary
• Bonus opportunities
• Generous 401(k) profit-sharing plan
• Paid time off and holidays
• Excellent health benefits
• Tuition reimbursement
• Professional development allowance
• And more

Location This position is based in our Hartford, CT office.

If qualified, please send a resume and a cover letter indicating interest to: Guergana Rangatcheva Chief Financial Officer Email: [email protected]

All applicants are considered without regard to race, religion, color, sex, gender, gender identity or expression, sexual orientation, pregnancy, age, national origin, ancestry, physical or mental disability, military or veteran status, genetic information, marital, domestic partnership, or civil union status, homelessness, ethnicity, or any other protected classification, in accordance with applicable federal, state, and local laws.