Wealth Advisor

Ivy Way Placements

Job Description
Wealth Advisor - Build Your Legacy, Empower OthersType: Full-Time
Location: Remote, On-site, or Hybrid (Flexible)

Your Career. Your Clients. Your Way.

Are you an experienced and licensed Wealth Advisor with an established book of business? Are you looking for the freedom to work independently-without sacrificing top-tier support, technology, and collaboration?

If so, we invite you to join a dynamic and growing team that values your expertise, supports your success, and gives you the flexibility to do your best work-from wherever you choose.

What Makes This Role Special?
As a Wealth Advisor, you'll have the opportunity to design personalized financial strategies that truly make an impact. Whether you're helping clients plan for retirement, invest wisely, or build generational wealth, you'll have access to robust tools, an open product platform, and a powerful referral network.

We understand that success in this field starts with trust and continues with results. That's why our model is built to support your growth-while giving you the space to shine on your own terms.

As Wealth Advisor, You Will:

Provide personalized, strategic financial advice tomeet each client's unique goals
Maintain and grow your existing book of business withfull autonomy
Leverage a broad open-architecture platform to offertailored investment products
Utilize cutting-edge CRM and portfolio management toolsto maximize efficiency
Receive back-office, compliance, and marketing supportso you can focus on what matters-your clients
Collaborate with an elite network of other experiencedWealth Advisors

What We're Looking For: from Wealth Advisor
•Active Series 7 and 66 (or Series 63 & 65) licenses
•Active Life and Health Insurance License
•At least 3 years of experience in wealth management or investment advising
•Proven track record managing and growing a personal book of business
•Strong communication skills and a passion for helping people succeed financially

What You'll Gain:

Freedom & Flexibility - Choose to work fully remote, in an office, or both
Business Growth Support - Referrals, marketing, and business developmentassistance
Advanced Tech Tools - From CRM to portfolio platforms, we've got you covered
Open Product Access - Offer your clients the best solutions for their needs
Collaborative Culture - Work independently, but never feel isolated

Whether you're seeking to grow your client base, improve work-life balance, or take full control of your professional future, this is your chance to do it with the right team behind you.

Ready to Take the Next Step?
Apply today by sending your resume to View email address on click.appcast.io or apply directly here.

Be the Wealth Advisor your clients rely on-for life.

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Wealth Advisor in Stamford, CT vacancy

Wealth Advisor, Schwab Wealth Advisory
...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee-based, non-discretionary investment advisory... ..., and a fiduciary commitment to our clients. As a Wealth Advisor , you'll manage ongoing client relationships, deliver holistic...
Suggested
Work at office
Charles Schwab
Stamford, CT
4 days ago
Associate Wealth Advisor, Schwab Wealth Advisory
...status quo and transform the finance industry together. Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory... ...’s disciplined approach to investing. As an Associate Wealth Advisor , you’ll support 2–4 Wealth Advisors by servicing, deepening,...
Suggested
Work at office
Charles Schwab
Stamford, CT
1 day ago
Financial Counselor
$26.4 - $33 per hour
Financial Counselor Fully Remote • MSO Corporate 1000 - Stamford, CT 06905 Overview Salary Range $26.40 - $33.00 Hourly Level Experienced Position Type Full Time Job Shift Day Education Level High School or Equivalent Travel Percentage None Category Health Care...
Suggested
Hourly pay
Full time
Work at office
Local area
Remote work
Shift work
ORTHOPAEDIC & NEUROSURGERY SPECIALISTS P.C.
Stamford, CT
4 days ago
Financial Wellness Associate
$19.23 - $28.37 per hour
...Location: 2386 Summer Street - Stamford, Connecticut 06905 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and...
Suggested
Hourly pay
Work experience placement
Summer work
Work at office
Day shift
Key Bank
Stamford, CT
3 days ago
Financial Advisor
$125k
...Job Description: Our client is a growing wealth management firm located in Darien, CT. They are seeking a Financial Advisor to join their team. Manage and grow a book of business under supervision while continuing to develop financial planning expertise. Core...
Suggested
Temporary work
Financial Planner Recruiting, LLC
Darien, CT
1 day ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Stamford, CT
7 hours ago
College Financial Representative, Internship Program
$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Stamford, CT
2 days ago
College Financial Representative, Internship Program
$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full‑time student; juniors and seniors preferred...
Full time
Internship
Local area
Flexible hours
Northwestern Mutual
Norwalk, CT
1 day ago
Senior Financial Advisor
...Senior Financial Advisor (Greenwich Market) - Greenwich, CT Lead, grow, and deepen an established book of business with M&T Bank.... ...referral-driven ecosystem across Retail, Business Banking, and Wealth teams. What You’ll Do: Manage and grow a sizeable book of...
Work experience placement
M&T Bank
Cos Cob, CT
1 day ago
Financial Advisor-Stamford, CT (Multiple-Levels)
...open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing...
Full time
Work experience placement
Work at office
Local area
Work from home
Flexible hours
TD
Stamford, CT
2 days ago
Personal Banker
$20.67 - $31.25 per hour
...Location 2386 Summer Street - Stamford, Connecticut 06905 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance...
Hourly pay
Work experience placement
Summer work
Day shift
KeyCorp
Stamford, CT
4 days ago
U.S. Private Bank - Private Banker - Associate
...for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning... ...banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full...
Temporary work
Work experience placement
Local area
Chase
Old Greenwich, CT
2 days ago
State and Local Tax Financial Services Senior Associate
$77k - $214k
...Opportunity As part of the State and Local Tax Financial Services team you are expected to lead the way as technology-enabled tax advisors who provide significance through digitization, automation, and increased efficiencies. As a Senior Associate you are to analyze...
Full time
H1b
Local area
PwC
Stamford, CT
1 day ago
Senior Fund Accountant (Family Office)
...companies, foundations, estate planning vehicles, and personal wealth structures Produce monthly and quarterly financial reporting... ...to year) Act as a key liaison with internal teams, external advisors, consultants, and service providers Communicate directly with...
Work at office
Blake Smith Staffing, LLC
Stamford, CT
3 days ago
Fund Accountant
LHH Recruitment has partnered with a Global Investment firm in their search for a Fund Accountant. This role will report to the Senior Fund Accountant and provide accounting support and reporting functions. Key Responsibilities Process and track daily capital activity ...
Temporary work
Local area
LHH
Darien, CT
1 day ago
Fund Accountant
Founded in 1999, Viking Global Investors ("Viking") is a global investment firm with a long-term, fundamental, research-intensive approach to investing. Viking manages ~$52 billion of capital across public and private investments. Viking has offices in Stamford, New York...
Flexible hours
Viking Global Investors
Stamford, CT
1 day ago
Mass Affluent Investment & Wealth Advisor
Dormont Manufacturing Co is looking for a Private Client Advisor to focus on its Mass Affluent clientele, developing financial wellness strategies, and delivering tailored investment solutions. The Advisor will enhance existing relationships and acquire new clients with...
Dormont Manufacturing Co
Armonk, NY
2 days ago
Oracle ERP Finance Functional Consultant
Role Name - Oracle ERP Finance Functional Consultant Stamford, CT/Remote Rate--$65-$70/hr on C2C ROLE_DESCRIPTION • Lead functional analysis, design, and implementation of Oracle ERP Financials with a focus on General Ledger (GL), ensuring alignment ...
Remote work
Diverse Lynx
Stamford, CT
7 hours ago
Financial Solutions Advisor - Southern CT. Market
...Financial Solutions Advisor - Southern CT. Market Westport, Connecticut;Southbury, Connecticut; Cheshire, Connecticut; New Canaan, Connecticut; Fairfield, Connecticut; Norwalk, Connecticut To proceed with your application, you must be at least 18 years of age....
Temporary work
Work at office
Immediate start
Monday to Friday
Shift work
Day shift
Bank of America
Westport, CT
1 day ago
Financial Wellness Associate
$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 1 North Main Street - Port Chester, New York 10573 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction...
Hourly pay
Work experience placement
Work at office
Day shift
KeyCorp
Port Chester, NY
1 day ago
Bank Tellers Part Time
KeyBank - 1042 Hope Street - Responsibilities: Provide excellent in-person client service at a bank branch; Assist clients with account transactions and servicing needs; Identify and resolve client servicing issues; Transition clients to a Banker for financial wellness...
Part time
Key Bank
Stamford, CT
1 day ago
Credit Analyst
About the Company: Gerald Group is one of the world's oldest and largest commodity trading companies focused on the merchanting of non-ferrous, ferrous, precious metals. For over six decades, we have distinguished ourselves as leading market specialists in the merchanting...
Work at office
Local area
Worldwide
Gerald Group
Stamford, CT
4 days ago
Sr. Credit Analyst
$76.6k - $89.76k
Position is located in Flower Mound, TX, Itasca, IL or Norwalk, CT. Position Overview: The Senior Credit Analyst - Inventory Finance, is a commercial credit (dealer floorplan) underwriting role that contributes to underwriting of all transaction sizes, has ...
Contract work
Work at office
Afternoon shift
Mitsubishi HC Capital America, Inc.
Norwalk, CT
1 day ago
Loan Officer
Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: • ...
Remote work
Caliver Beach Mortgage, LLC
Stamford, CT
1 day ago
Part-Time Teller (Morning shift)
$18 - $23.08 per hour
...per week* *Must be flexible and available to be scheduled during any branch days/hours* Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person...
Hourly pay
Part time
Work experience placement
Flexible hours
Shift work
Day shift
KeyCorp
Stamford, CT
16 days ago
Bank Teller / Teller - Full Time
$40.67k - $49.88k
...talent, hunger to learn and desire to grow. WE - Will provide you with the training and experience you need to become a Trusted Advisor to your clients. TEAM - As part of the FCB team, you will share in the satisfaction of working for a respected 170-year-old institution...
Full time
First County Bank
Norwalk, CT
2 days ago
Financial Solutions Advisor - Albany / Hudson Valley Market
$65k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities...
Temporary work
Work at office
Monday to Friday
Shift work
Day shift
Bank of America
Armonk, NY
2 days ago
Bank Teller - Immediate Hire
$21 - $31.98 per hour
...guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs...
Hourly pay
Local area
Immediate start
M&T Bank
Stamford, CT
2 days ago
Bank Teller - Immediate Hire
$21 - $31.98 per hour
Overview Specializes in our branch customer experience through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Primary Responsibilities ...
Hourly pay
Immediate start
M&T Bank
Stamford, CT
4 days ago
Part-Time Teller I: Legendary Banking Experience
$23 - $29.5 per hour
TD Bank is seeking a Teller I for a part-time position (20 hours weekly) in Norwalk, Connecticut. The role involves processing banking transactions and delivering exceptional customer service. The position offers an hourly pay range of $23.00 to $29.50, with opportunities...
Hourly pay
Part time
TD Bank
Norwalk, CT
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!