Senior Wealth Advisor
Fairygodboss
Fairygodboss is seeking a Private Banker in Greenwich, CT, to manage and advise clients on their wealth. The role involves building relationships and providing tailored financial solutions using your knowledge in investments, banking, and wealth management. Ideal candidates have over six years of relevant experience, a Bachelor's degree, and necessary financial licenses within 90 days of hire. This position offers a competitive rewards package with base salary and potential commission. #J-18808-Ljbffr
- ...clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑... ...to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships... ...term outcomes. Coachability: Demonstrates a senior learning mindset by seeking input from peers...SeniorFull timeWork at office
$105.4k - $207.8k
...transformational projects or transactions creating long-term, measurable impact. Recruiting for this role ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for… Supporting transaction strategy, diligence, integration, and separation...SeniorLocal areaVisa sponsorship$95.6k - $188.4k
Position Summary Senior Consultant, Anti-Money LaunderingAbout Deloitte Regulatory, Risk & ForensicOur Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that...SeniorVisa sponsorship- ...Senior Financial AdvisorLead, grow, and deepen an established book of business with M&T... .... We're seeking an experienced Financial Advisor to manage and expand a large, mature portfolio... ...across Retail, Business Banking, and Wealth teams.What You'll Do:Manage and grow a sizeable...SeniorWork experience placement
- ...Following Titan Wealth's acquisition of Innes Reid , we are seeking an experienced Financial Planner to join the Chester office and play a key role in the next chapter of the firm's growth. Established for over 26 years, Innes Reid has built an outstanding reputation...SeniorSelf employmentWork at office
$150k - $180k
...Senior Associate, Strategic Finance | Investment Firm | Stamford, CT, three days a week on site We're recruiting for one of our most dynamic clients, a high-growth, multi-strategy investment firm that builds and scales businesses across oil and gas, industrials, technology...SeniorFlexible hours3 days per week$120k
...advisory practice. What This Career Looks Like As a Financial Advisor, you will establish yourself as a trusted resource for... ...planning services—including investments, risk management, and wealth strategies. Our advisors build practices centered on long-term...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours- ...JPMorgan Chase & Co. in Greenwich, CT seeks a Private Banker to advise families on building, preserving and managing their wealth. You will use knowledge of investments, financial planning, credit and banking to service current clients and generate new assets. You will...SeniorTemporary workLocal area
$110.7k - $218.3k
Position Summary Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client... ...(Retail, Commercial, Transaction, Wholesale, Cards & Payments, Wealth/Investment Mgmt, Capital Markets, Real Estate, FinTech/PE).Prior...SeniorWork at officeVisa sponsorship- ...Senior Associate, State and Local Tax Financial Services A career in our State and Local Tax Financial Services practice, within... ...team you are expected to lead the way as technology-enabled tax advisors who provide significance through digitization, automation, and...SeniorLocal area
- Titan Wealth Holdings Limited, following the acquisition of Innes Reid, seeks an experienced Financial Planner to join the Chester office and manage an established client portfolio. The role focuses on holistic financial planning across retirement, investments, estate...SeniorWork at office
- Citi in Yorktown Heights is seeking a Wealth Relationship Management Sr. Analyst. This seasoned professional role requires strong analytical and financial skills, as well as the ability to manage relationships with affluent clients. The analyst will identify client needs...Senior
- JPMorgan Chase is hiring a Private Banker in Greenwich, Connecticut to manage client relationships and provide financial advisory services. The ideal candidate will have over three years of experience in Private Banking and relevant qualifications, ensuring an exceptional...Senior
$90k
...Location: Stamford, CT, Connecticut Type: Perm (Contingency) Job #49999 Salary: $90,000 Job Overview - Senior Financial Analyst (FP&A) Compensation: $90,000 - $120,000/year + bonus Location: Stamford, CT Schedule: Monday to Friday...SeniorPermanent employmentMonday to Friday$116.2k - $229.1k
...today face disruption from artificial intelligence, market volatility, and regulatory change, such as IFRS 17 and LDTI. As an FP&A Senior Consultant focused on the insurance industry, you will help insurance carriers strengthen financial planning, forecasting, and analytics...SeniorLocal areaVisa sponsorship- ...A leading alternative investment manager in Connecticut is seeking a detail-oriented Senior Fund Accountant to manage fund accounting for credit-focused funds. This role involves oversight of financial reporting, NAV packages, and coordination with external partners....Senior
$94k - $104k
...Senior Financial Analyst, Corporate FP&AAt Curaleaf, we're redefining the cannabis industry with a strong commitment to quality, expertise, and innovation. As a leading global cannabis provider, our brands—including Curaleaf, Select, and Grassroots—offer premium products...SeniorWork at office- A stellar opportunity for a strong public or private accountant just opened up in Stamford! The opportunity to work with top private equity funds and partner closely with CFOs, IR and Investment Professionals is available. This will focus primarily on thefund accounting...Senior
- ...well-established firm that operates with the agility and entrepreneurial spirit of a boutique. Seeking a sharp and detail-oriented Senior Fund Accountant to join the finance team supporting complex credit strategies. This role will be hands‑on, with broad exposure to fund...SeniorWork at office
$120k - $140k
...A $10B private equity and credit fund, based in Greenwich, CT, is seeking an experienced professional to join their team as a Senior Fund Accountant. Base pay range $120,000.00/yr - $140,000.00/yr Additional compensation types Annual Bonus Responsibilities Manage cash...SeniorFull time$110k - $130k
...00.00/yr - $130,000.00/yr Additional compensation types Annual Bonus Direct message the job poster from Mission Staffing Associate/Senior – Fund Accountant (Public Vehicles) Location: Old Greenwich, CT or New York, NY | Hybrid: 4 days onsite Hours: 9:00 AM – 5:30 PM We...SeniorFull time- ...Senior Fund Accountant (Family Office)A confidential, single-family office affiliated with... ..., estate planning vehicles, and personal wealth structuresProduce monthly and quarterly... ...key liaison with internal teams, external advisors, consultants, and service providersCommunicate...SeniorWork at office
- About TouchCare TouchCare is a healthcare concierge service dedicated to simplifying the complexities of health insurance and the healthcare system. By assigning each member a personal assistant, TouchCare helps resolve billing issues, coordinate with providers, and save...SeniorWork at officeFlexible hours
$116k - $229.1k
...that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and...SeniorLocal area- ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory... ...service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial...Full timeWork at office
- PepsiCo in Purchase, NY seeks a Foundation Finance Sr. Analyst to provide comprehensive financial and operational support across accounts payable, reporting, reconciliations and expense analysis, with emphasis on controls and timely close. Ideal candidate holds a BA in...Senior
$130k - $160k
...Senior Financial PlannerWhite Plains, NYThe Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra... ...is recognized for its customized wealth management approach, research-...Senior- ...CDM Smith is hiring a Senior Financial Analyst to join their Corporate FP&A Team in Stamford, Connecticut. This hybrid role supports financial planning and analysis projects for the enterprise, providing recommendations and insights based on complex data. The candidate...Senior
$110k
Title: Senior Financial Planning AnalystLocation: Port Chester, NY - HYBRID Compensation: $110,000ABOUT THE SHADE STOREAt The Shade Store, we have handcrafted the finest Shades, Blinds and Drapery for 75 years. We believe designing beautiful custom window treatments should...SeniorTemporary workLocal area- ...Proven track record of serving as a financial business partner to senior leaders across corporate and headquarters functions (e.g.,... ...take full ownership of cost center P&Ls, serving as a trusted advisor who translates complex spend data into clear visual stories and...SeniorFull time
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