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
$94k - $104k
...change. Here, you’ll have the opportunity to make a meaningful impact, drive innovation, and help shape the future of cannabis. Title: Senior Financial Analyst, Corporate FP&A Location: Stamford, CT Job Type: FT About the Role: The Senior Financial Analyst, Corporate...SeniorPermanent employmentFull timeWork at office- ...Senior Financial Advisor Lead, grow, and deepen an established book of business with M&T Bank. We're seeking an experienced Financial Advisor... ...referral-driven ecosystem across Retail, Business Banking, and Wealth teams. What You'll Do: Manage and grow a sizeable book of...SeniorWork experience placement
$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- ...Senior Financial Advisor (Greenwich Market) - Greenwich, CT Lead, grow, and deepen an established book of business with M&T Bank. We’re... ...referral-driven ecosystem across Retail, Business Banking, and Wealth teams. What You’ll Do: Manage and grow a sizeable...SeniorWork experience placement
- Overview State & Local Tax (SALT). Industry: Not Applicable. Time Type: Full time. Travel Requirements: Up to 20%. In this role you will help our clients solve business issues related to state and local taxes, including business restructuring, adoption of new tax laws,...SeniorFull timeLocal area
- 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
- ...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
- 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
- ...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
- 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... ..., estate planning vehicles, and personal wealth structures Produce monthly and quarterly... ...liaison with internal teams, external advisors, consultants, and service providers Communicate...SeniorWork at office
- ...MGT is seeking a senior-level Information Security Analyst for a long-term W2 contract engagement supporting a large municipal government client in Connecticut. The consultant will be embedded directly with the client’s Cybersecurity Officer and work cross-functionally...SeniorLong term contractContract work
- 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
$90.23k
...Job Title Senior Financial Analyst (Hybrid Work Options) Business Unit COR Employment Type Regular Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives...Senior$130k - $160k
...premier independent Registered Investment Advisor (RIA) with more than 35 years of... ...assets and is recognized for its customized wealth management approach, research-driven investment... .... We are seeking an experienced Senior Financial Planner to join our growing team...SeniorWork at officeLocal area$100k - $145k
...Reporting & Job Type Reports to: VP Consolidations & Finance Systems Job Type: Full‑Time Job Overview As a Finance Systems Senior Analyst at QXO , you’ll play a key role in the implementation, testing, validation, reconciliation and maintenance around all data...SeniorFull time- ...Demonstrated ability to build effective relationships and communicate financial concepts clearly to non‑finance stakeholders, including senior executives Strong analytical skills with a high attention to detail and a commitment to accuracy Advanced proficiency in Excel,...SeniorLocal area
- ...Atlas Search is a fintech-focused firm in Stamford, CT, providing data-driven solutions for wealth managers, advisors, and RIAs. The role blends finance and technology to configure financial software, onboard clients, and support growth initiatives. You will work on financial...
- ...companies on best practices for recruitment and talent retention. Wealth Management Guidance: Providing expertise in financial planning... ...clients and corporate entities. Job Description Wealth Advisor – Build Your Legacy, Empower OthersType: Full-Time Location: Remote...Full timeWork at officeRemote workFlexible hours
$150k - $190k
...NewEdge Capital Group is seeking a Wealth Strategist to serve high-net-worth clients, focusing on cash flow, estate planning, and philanthropic strategies. The role requires preparing wealth strategy reviews and coordinating with investment teams. A Bachelor's degree...- ...collaborative network. Ideal candidates bring strong interpersonal skills, a client-focused mindset, and a drive for long-term success in wealth management. Prior sales/finance experience is a plus, with licensing support and ongoing training provided. #J-18808-Ljbffr...
$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- Odyssey Reinsurance Company (OdysseyRe) is the global reinsurance arm of Odyssey Group, one of the world's leading providers of reinsurance and specialty insurance. OdysseyRe offers a broad range of property, casualty, and specialty reinsurance products, providing capital...SeniorWork experience placement
$80k - $90k
...and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market... ...custodian websites Resource and collaboration with other Associate Wealth Advisors (AWAs) Ability to independently lead client...Work at officeLocal area- ...culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Manager/Senior Manager to join our Business Tax Services practice. Responsibilities: Manage a portfolio of clients of various size and...SeniorLocal area
- Responsibilities Driving Tier 0 resiliency roadmaps — compute, storage, network, cloud, security, and automation frameworks Representing DR at Solution Design Engineering Reviews to embed recovery standards into every new or changed system Authoring recovery architectures...Senior
- ...the full recruitment lifecycle. The successful candidate will mentor junior recruiters and contribute to team success, while achie Seniority Level Mid-Senior level Employment Type Full-time Job Function Consulting, Information Technology, and Sales Industries Staffing...SeniorFull time
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