Wealth Advisor: Build Your Book in Bridgeport
M&T Bank Corporation
M&T Bank Corporation is seeking a Financial Advisor for the Greater Bridgeport Market in Connecticut. This role provides an opportunity to build a robust book of business, leveraging established referral networks across Retail, Business Banking, and Wealth partnerships. The ideal candidate will have at least 4 years of investment or insurance sales experience and a proven ability to grow client relationships. The position offers commission-based compensation, allowing you to focus on developing client-focused investment and insurance solutions. #J-18808-Ljbffr M&T Bank Corporation
Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Wealth Advisor: Build Your Book in Bridgeport in Fairfield, CT vacancy
- ...Financial Advisor (Greater Bridgeport Market) M&T Bank is hiring a Financial Advisor... ...to grow and manage a book of business in the Bridgeport... ..., Business Banking, and Wealth partners—giving you the opportunity... ...focus on what you do best: building relationships and...SuggestedWork experience placement
Wilmington Trust
Fairfield, CT3 days ago $58.5k - $70k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial... ...to financial solutions for an assigned book of business. Actively solicits new and... ...during each customer interaction Building strong relationships with retail branch...SuggestedWork at officeLocal areaLPL Financial
Trumbull, CT2 days ago- Bank of America in the United States seeks a customer-focused professional to build strong client relationships and drive the client experience in a busy financial center. The role emphasizes adherence to processes, laws, and risk controls while growing knowledge in small...SuggestedWeekend work
$25 - $26.77 per hour
...connect clients to appropriate solutions. Key Responsibilities Execute the bank's risk culture and strive for operational excellence. Build relationships with clients to meet their financial needs. Follow established processes and guidelines, ensuring compliance with all...SuggestedHourly payFlexible hoursShift workWeekend workDay shift$25.07 - $41.79 per hour
...in an open, face‑to‑face work environment. Ability to use fax, telephone system, copier, and other communication tools. Location Bridgeport, Connecticut, United States of America Compensation The pay range for this position is $25.07 - $41.79 hourly (USD). M&T Bank is...SuggestedHourly payLocal area$90k - $100k
...Financial Planner. This is an opportunity to build your own book of business while helping individuals,... ...strategies, estate planning, and wealth preservation. Success in this role comes... ...wealth management • Serve as a trusted advisor for new clients acquired through proactive...Work at officeStrategies For Wealth
Fairfield, CT3 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a... ...focused on client-building and obtaining licenses. Our award... ...* for course tuition fees and books. Compensation & Benefits... ...SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Fairfield, CT4 days ago- ...our team as a Financial Planner. This is an opportunity to build your own book of business while helping individuals, families, and business... ...management, tax-efficient strategies, estate planning, and wealth preservation. Success in this role comes from building lasting...
- ...Merrill Advisor Development Program - Financial Advisor: Central Shoreline... ...Job Description: Merrill Wealth Management is a leading... ...Merrill Financial Advisor Teams to build upon your experience to... ...Advisor engages in: Developing a book of business in order to meet...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Fairfield, CT4 days ago $175k
Chief Credit Officer - To $175K - Bridgeport, CT - Job # 3413 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and...Work experience placement- ...primary health care services in Fairfield County—is looking for dedicated professionals to join our team! With multiple locations in Bridgeport, Stratford, and Stamford, our mission is to be a lifelong health care partner, dedicated to achieving optimal wellness for the...Full timeWork at office
Optimus Healthcare
Bridgeport, CT4 days ago - ...insurance About Us – Strategies for Wealth Management At Strategies for... ...are looking for a Financial Advisor who is passionate about... ...costs, and market downturns. Build Long-Term Relationships – Act... ...opportunities to expand your book of business in a supportive, non...Temporary workFlexible hours
Strategies For Wealth Management Ll
Shelton, CT5 days ago $87.4k - $123.4k
...Financial Planning needs of our Empower Personal Wealth clients. What You Will Do * Understanding... ...clients and onboard referrals from Advisors * Coordinate & Schedule a multi-meeting... ...next steps and implement client decisions * Build and solidify client relationships pre-...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hoursEmpower Careers
Fairfield, CT4 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...representative focused on client‑building and obtaining licenses. Our award‑winning... ...reimbursement for course tuition fees and books. Compensation & Benefits Performance‑based...Work at officeUnavailable
Norwalk, CT5 days ago$70k - $80k
...referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing...Temporary workMonday to FridayShift workDay shiftBank of America
Fairfield, CT1 day ago- ...requirements for office‑based attendance. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Financial Solutions Advisor - Southern CT. Market Westport, Connecticut;Southbury, Connecticut; Cheshire, Connecticut; New Canaan, Connecticut... ...on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Fairfield, CT4 days ago - ...appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for engaging...Work at officeFlexible hoursShift workWeekend workDay shift
- A financial services recruitment firm in Connecticut is seeking a Financial Advisor. This role involves conducting thorough financial assessments, providing tailored financial guidance, and cultivating long-term client relationships. The ideal candidate will have a minimum...
$80k
...Mutual of Fairfield County! We’re actively seeking a Financial Advisor to lead our network of offices into an exciting new phase of growth... ...insurance solutions and financial planning. Your role involves building long‑term relationships with clients, understanding their...Visa sponsorshipFlexible hours- ...recruitment and talent retention. Wealth Management Guidance: Providing... ...potential, and the thrill of building something from the ground up.... ...spirit within our advisors, offering a framework where you... ...asset — your own practice or book of business — that has long-term...Work experience placement
- ...business owners create, protect, and grow wealth through personalized, forward-thinking... ...develop customized financial strategies while building your own practice with the support of an... ...solutions Build and grow your own book of business through networking, referrals...Flexible hours
$1,000 per month
...Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Fairfield, CT2 days ago$1,000 per month
...Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our... ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Fairfield, CT5 days ago$90k - $100k
...secure new clients to serve as a trusted advisor for crucial financial decisions. Gather and... ...plans, and additional factors related to wealth management. Training and Development:... ...we offer. Client Relationship Management: Build and maintain strong, long‑lasting relationships...Work at officeStrategies For Wealth
Fairfield, CT5 days ago- ...Servicing Financial Advisor Cornerstone Planning Group | Fairfield, NJ At Cornerstone Planning... ..., collaborative, and passionate about building long-term relationships through... ...delivery of financial planning strategies and wealth management solutions Advisor & Team Collaboration...Work at officeFlexible hours
Cornerstone Planning Group LLC
Fairfield, CT1 day ago - ...efficient work environment. Processes a variety of In -patient bookings (direct admission, surgery, maternity etc.). This would include... ...fluctuations in volume . Strong interpersonal skills and ability to build rapport with a wide variety of individuals including clinical...Work experience placementWork at office
Yale New Haven Health
Bridgeport, CT5 days ago $190k
Chief Risk Officer – To $190K – Bridgeport, CT – Job # 3468 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and...- ...offering a College Financial Representative internship designed to build an integrated financial planning practice from the ground up,... ...and potential interview for a full-time Financial Representative or Advisor role after graduation. #J-18808-Ljbffr Northwestern MutualFull timeInternshipFlexible hours
- Bridgeport, United States | Posted on 12/04/2025 Are you seeking to elevate your success? Embrace the opportunity to join our collaborative mastermind group, featuring mentorship from Steven Koleno, one of the most forward‑thinking real estate agents of our time, while...Contract workFor contractors
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor: Build Your Book in Bridgeport. Be the first to apply!
Related searches
- financial planning administrator Fairfield, CT
- wealth advisor Fairfield, CT
- associate corporate finance Fairfield, CT
- financial associate Fairfield, CT
- estate planning consultant Fairfield, CT
- financial advisor Fairfield, CT
- financial advisor associate Fairfield, CT
- financial counselor Fairfield, CT
- jde finance consultant Fairfield, CT
- financial planning associate Fairfield, CT