Wealth Management Advisor
UBS
UBS is seeking an Administrative Officer to lead two branches in Westport, CT and Purchase, NY, guiding client associates and branch staff. You will oversee daily operations, risk controls and HR processes within Wealth Management Americas. The role requires Series 7/66/9/10, strong leadership and extensive experience in financial branch operations. You will report to the Market Administrative Office and collaborate with the Market Director. #J-18808-Ljbffr
- Rooted in Mission. Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:Partner with clients to understand...SuggestedFull timeWork at officeFlexible hours
- ## Wealth Management Advisor (Stamford, CT)Applyremote type: Hybrid Flexlocations: Stamford, CT - 225 High Ridge Rdtime type: Full timeposted on: Posted Todaytime left to apply: End Date: September 30, 2026 (30+ days left to apply)job requisition id: R260500347**Rooted...SuggestedFlexible hours
$82k - $250k
...Description Job Description Becoming an Advisor Becoming a financial advisor at... ...tailored to every client’s unique needs Manage your client’s financial plans to help them... ...including investments, risk management, and wealth strategies. Our advisors build...Suggested$65k - $85k
Job Number: 1416 Title: Assistant Controller Description: A start-up internet company is looking for an Assistant Controller to help oversee all accounting and financial matters. The candidate will develop policies and procedures for the emerging business division...Suggested- ...Job Description Job Description Job Title: Multifamily Property ManagerJob Summary:The Multifamily Property Manager is responsible for the day-to-day operations of a multifamily residential property, ensuring high levels of occupancy, tenant satisfaction, and property...SuggestedLocal areaAfternoon shift
- ...specialized, sensitive, or complex studies and analyses at the direction of the Chief Fiscal Officer. Coordinates and conducts management and organizational studies related to structures, procedures, and operational effectiveness. Develops and implements...Local area
- ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment... ...service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic...Full timeWork at office
$1,500 per month
A leading digital advertising company is seeking Independent Sales Contractors for B2B phone closing. This role offers the chance to sell on jumbo wellness kiosks at major retailers. Top earners can make over $20,000 a month with commission structured up to $1,500 per contract...Contract workFor contractorsRemote work- Overview We are seeking a highly capable and hands-on Controller to manage all accounting and financial functions for our growing... ...and procedures. Partner with external auditors, banks, and tax advisors. Support executive management with financial insights and recommendations...Full timeWork at officeLocal area
$130k - $150k
...Manager, Investment Operations About the Company: Wilton Re is an industry leader in the life (re)insurance space, specializing in the acquisition of in-force life insurance and annuities. We are experienced industry specialists focused on the risk, capital and operational...Hourly payWork at office- ...skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of... ..., Capabilities, And Skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated...
$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Stamford, CT Job Information Job Identification: 210669452 Job Category: Advisors Business Unit: Consumer & Community Banking Posting Date: 09/23/2025, 09:42 AM Locations: Stamford, CT, United States Job Schedule...Full time$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...tailored to every client's unique needs Manage your client's financial plans to help... ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory...Full timeContract workFor contractorsWork at office$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals...Work at office$1,000 per month
...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for... ..., campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools...Full timeFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for... ..., campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours$136k - $160k
Job TitleSenior Property Manager (CRE)Job Description SummaryResponsible for the management of the Property Management staff as well as to oversee a significant portfolio or property and to serve as a point person on third-party relationshipsJob DescriptionESSENTIAL FUNCTIONS...Minimum wageFull timeContract workWork at officeFlexible hours- ...Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service &... ...Consulting Group addresses complex wealth management needs of clients through our Planning and... ...coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative...Full timeWork at office
$105.38k - $215.38k
Position Summary Are you a strategic and creative Tax Manager who likes working on complex property tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technologies in order to align the tax function...Work at officeLocal area- ...to help ensure the client’s needs are met at every life stage, managing financial risk and achieving financial security in the areas of... ...6, 63, 7, 65, CLU, CFP, ChFC) Personalized Mentorship from Top Advisors and Industry Leaders Unlimited Earning Potential Qualifications...
- ...this role you will be responsible for handling litigated and non-litigated Professional Liability claims. Responsibilities: Managing Professional Liability claims from cradle to grave Addressing and resolving coverage issues Mitigating exposures and setting...Immediate start
$60k - $65k
POSITION OVERVIEW Reporting to the Director of Advancement, the Senior Grant Manager is responsible for oversight of the agency-wide grant and restricted portfolio, pre through post award. This role is critical to support a growing complex grant and restricted funding portfolio...Full timeWork at officeMonday to FridayWeekend workAfternoon shift$100.35k - $205k
...a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends on May 31, 2027 What You’ll Do As a Tax Manager in our Private Wealth Tax practice, you will... ...Agent Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP)...Private practiceWork at officeLocal area$120k - $175k
...community, PKF O’Connor Davies is the place for you!We are seeking a Manager to join our growing Transaction Advisory Services (TAS)... ...deal teamsCoordinate with investment bankers, legal counsel, tax advisors, and internal audit and advisory teams Identify and communicate...Full timeLocal area3 days per week$119k - $218.3k
...environments and mitigate risk in the rapidly evolving world of digital assets? Deloitte’s Digital Assets practice combines risk management, advanced regulatory knowledge, and emerging technology to help organizations address today’s challenges and prepare for what’s next...Work at office- ...external financial reporting and maintains a deep, current understanding of international accounting standards. The Corporate Controller manages a global accounting organization with both direct and indirect reports. Key Responsibilities Oversee the maintenance...Work at officeMonday to Friday
- ...Property Manager Remedy is an independent, full-service healthcare real estate company providing acquisition, development, leasing, management and strategy consulting services across the United States. Headquartered in Chicago, we are the largest private owner of healthcare...For contractorsWork at officeLocal area
- ...Volkswagen of Stamford is seeking a dedicated Business/Finance and Insurance Manager to help grow our booming sales department and provide our customers with exceptional experiences. The ideal candidate will flourish in a fast-paced and professional workplace. What We...Local area
$205.7k - $360.1k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889,...Odd jobFull timeH1bWorldwideFlexible hours$100.35k - $205k
Position Summary Are you a strategic and creative tax manager who likes leading teams to solve complex federal tax issues? Do phrases... ...attorneyEnrolled AgentCertifications: Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Preferred: Advanced...Work at officeLocal areaRemote work
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