Financial Advisor Jobs in Wilton, CT
We’ve created an environment that promotes individual empowerment through a supportive structure. We take a simple approach to an overly complex industry, leveraging the strengths of each member to elevate the collective group.
Our Core Services
ADVISOR SUCCESSION PLANNING
BUSINESS FINANCIAL SERVICES
How We Are Different
We engage with clients to gain a deep understanding of their financial situations and investment objectives. This is accomplished with an individual comprehensive financial plan that transitions to an ongoing client service model.
How We Help You Succeed
At Round Rock, we want to inspire advisors to join a healthy, collaborative environment where they feel empowered. We make the transition process as simple as possible by offering a step-by-step approach to ensure minimal disruption and a seamless transition for advisors and their clients.
Our proven RIA model was developed to give our advisors foundational support, along with unlimited access to instrumental resources, so you can focus your time on providing the best client service experience. Our purpose is simple: You take care of your clients. We’ll take care of the rest.
- Unfiltered Access
In an effort to allow you to excel at your chosen expertise, we provide boundless opportunities to tap into valuable service-oriented support and guidance from fellow advisors and strategic partners.
- Client-Facing Support
From our planning software, to easy-to-use CRM systems, to providing access to both Schwab and Fidelity as custodians, we take pride in offering you the integrated tools you need to do your job effectively and efficiently.
- Internal Systems Support
To better position you for success, as well as help alleviate the stress of more tedious tasks, we provide a full scope of internal services and employee benefits. These are built to provide critical support, allowing you to take full advantage of your bandwidth.
Our Onboarding Process
In addition to our advisor support model, we have also taken a structured approach to the client-advisor working relationship. Our easy-to-implement onboarding process ensures that the client discovery phase effectively transitions into continuous, ongoing financial planning.