Senior Private Wealth Advisor — Growth, Planning & Equity
Lead Advisor
Lead Advisor is seeking a Private Wealth Advisor in Hartford, Connecticut. The role requires at least 5 years of experience as a financial advisor, focusing on holistic financial planning and investment strategy. The ideal candidate will manage a full sales cycle, create financial plans for clients, and maintain strong relationships. Expertise in financial planning tools like RightCapital and eMoney is preferred. The position offers a salaried role with variable compensation. #J-18808-Ljbffr Lead Advisor
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Advisor — Growth, Planning & Equity in Hartford, CT vacancy
$116k - $197k
...Senior Water / Wastewater Project Manager Take Your... ...professional growth in your career? Our collaborative... ...the project, including planning, design, construction... ...water, energy, and other private infrastructure. As a... ...that through diversity, equity, and inclusion comes creativity...Employment EquitySeniorPrivateKleinfelder
Rocky Hill, CT2 days ago- LEAD ADVISOR, LLC is a wealth management consulting and search firm. This role is for a... ...the Greater Hartford Area. The Private Wealth Advisor should have deep planning acumen and can help the firm... ...variable compensation and potential equity progression. Key...Employment EquityPrivate
$133k - $227k
...delivery from initiation and planning to execution, monitoring, and... ...involve influencing service line growth, staff development, quality... ..., water, energy, and other private infrastructure. As a responsive... ...that through diversity, equity, and inclusion comes creativity...Employment EquityPrivate$97.3k - $178.3k
...Architecture and Delivery - Senior Consultant At EY, we’re all in... ...problem solver with a curious, growth-oriented mindset.... ...and Telecommunications (TMT), Private Equity (PE), Industrials and Energy,... ...coverage, pension and 401(k) plans, and a wide range of paid time...Employment EquitySeniorPrivateSummer holidayWork at officeFlexible hours$133k - $227k
...delivery from initiation and planning to execution, monitoring, and... ...Role Kleinfelder is seeking a Senior Water Delivery Project... ...transportation, water, energy, and other private infrastructure. As a... ...believe that through diversity, equity, and inclusion comes creativity...Employment EquitySeniorPrivate$76k - $125.3k
...Financial Services EY EDGE Wealth and Asset Management (... ...facets of hedge fund, private equity fund and mutual fund... ..., tax minimization planning, on‑call advice, and tax... ...responsibilities A senior analyst in FSO EDGE WAM... ...and status as a trusted advisor to maintain and...Employment EquitySeniorPrivateSummer holidayWork at officeLocal areaFlexible hours- ...funds, venture capital, and private equity funds by performing audit testing... ...more complex concerns to senior team members. Contribute to... ...leading professional services advisor to middle-market businesses... ...discover new ways to accelerate growth. CBIZ has more than 9,500...Employment EquitySeniorPrivate
$184.4k - $307.4k
...as a manager to a team of Wealth Advisors and for being a Wealth... ...team. Works closely with senior management in managing the... ...Advisory solutions, including planning, fiduciary, investments, private banking, brokerage and insurance to support growth strategies. Develop...PrivateWork experience placementM&T Bank
Hartford, CT2 days ago- ...week in office) About Conexus Advisors Conexus Advisors is a premier... ...leadership searches across private equity-backed, publicly traded, venture... ..., direct exposure to senior leadership, and the opportunity... ...professionals Compensation & Growth Performance‑based bonus opportunity...Employment EquitySeniorPrivateWork at office3 days per week
$25 - $38.46 per hour
...Private Client Banker Location: 2510 Main Street - Glastonbury, Connecticut... ...Be a problem solver, trusted advisor, and partner to the people and... ...client relationship with a plan-based approach to financial... ...deposit products, home equity, unsecured lending, certificates...Employment EquityPrivateHourly payWork experience placementDay shiftKeyCorp
Glastonbury, CT17 days ago- ...with a broad client base consisting of private equity firms, publicly-traded companies, venture... ...CBZ) is a leading professional services advisor to middle-market businesses nationwide.... ...next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across...Employment EquitySeniorPrivate
CBIZ
Hartford, CT18 hours ago $150k - $160k
Wealth Advisor Location: West Hartford, CT Salary: $150,000 - $160,000 base... ..., holistic financial planning. Our team-oriented culture thrives... ...both personal and professional growth, and we welcome like-minded... ...term path toward leadership and equity participation as part of our...Employment EquityFull time$85k - $100k
...Senior Analyst, Annuity Distribution Technologies Hartford, Des Moines KKR is a... ...employing world-class people, and supporting growth in its portfolio companies and... ...sponsors investment funds that invest in private equity, credit and real assets and has strategic...Employment EquitySeniorPrivateLocal areaKKR
Hartford, CT3 days ago$55k - $90k
...Senior Associate, Alternative Investor Services Provide fund... ...and offshore hedge fund and private equity fund clients. These services... ...designed to support your wellbeing, growth, and future. Our benefits... ...and vision coverage; a 401(k) plan with company match; paid time...Employment EquitySeniorPrivateOngoing contractWork at officeLocal areaShift workSS&C Technologies Holdings
Windsor, CT2 days ago$105.56k - $247.9k
...you with the space to pursue growth and development opportunities... ...opportunity has been created for a Senior Manager to join our high... ...M&A activities of our Private Equity clients and strategic corporations... ...Paid Time Off; retirement plans; Paid Care Leave; and other programs...Employment EquitySeniorPrivateWork experience placementLocal areaRemote workCherry Bekaert
Hartford, CT18 hours ago- Senior Software Engineer - Fintech / DeFi Senior Software Engineer... ...powering the future of onchain equity. You’ll work at the intersection... ...infrastructure that redefines private markets. Innovation: Use AI-... ...fintech engineering forward. Growth: Work directly with founders...Employment EquitySeniorPrivatePermanent employmentFull time
$80k - $85k
Senior Accountant Application Deadline: 18 May 2026 Department: Finance Employment Type... ...resources are conserved, and economic growth is achieved through sustainable, circular... ..., and internal control environment of a private equity‑backed organization. This role requires...Employment EquitySeniorPrivatePermanent employmentFull timeWork at office- ...Senior Analyst, Annuity Product Development Hartford KKR is a leading global investment... ...world-class people, and supporting growth in its portfolio companies and... ...sponsors investment funds that invest in private equity, credit and real assets and has strategic...Employment EquitySeniorPrivateLocal areaFlexible hours
KKR
Hartford, CT1 day ago $130.9k - $154k
...the data-driven guidance that fuels our growth and powers the future of finance. We own... ...financial roadmap, from the annual operating plan and rolling forecasts to the in-depth... ...below. Total compensation may also include equity and bonus eligibility and benefits (including...Employment EquitySeniorLocal areaCoinbase
Hartford, CT18 hours ago$102.3k - $209.5k
...financial analysis, modeling, planning & forecasting; to facilitate decision... ...to ensure strategic customer growth expectations are accurately... ...strategic recommendations to senior leadership. Business Acumen... ...May be eligible for bonus and equity. Oracle maintains broad...Employment EquitySeniorTemporary workFlexible hoursOracle
Hartford, CT19 hours ago- ...Senior Acute Care Surgeon / Associate Trauma Director Hartford,... ...Surgeons with continued strategic growth underway. Mature... ...visualization and operative planning. Systemwide initiatives focused... ...York City. Excellent public and private school systems. Diverse suburban...SeniorPrivateWorldwide
Stryker
Hartford, CT1 day ago - ...Responsibilities Assesses and plans patient care by conducting... ..., public agencies and private clinicians to network in order... ...states. Our transformational growth establishes us as a destination... ...and commitment to diversity, equity and inclusion provide a welcoming...Employment EquityPrivateOngoing contractInternship
Connecticut Children's
Hartford, CT2 days ago - ...in the healthcare market. Acquired by private equity firm Calera Capital in 2018, ImageFIRST... ...service excellence Balance safety, growth, efficiency, and profitability Develop... ...requirements Provides overall long-term planning, direction and control to assigned...Employment EquityPrivateContract work
ImageFIRST Healthcare Laundry Specialists
Farmington, CT2 days ago $109.2k - $223.4k
...experienced and driven Senior Principal Technical... ...Responsibilities # Strategic advisor and force multiplier to... ...; define scope, plans, milestones, and mechanisms... ...initiatives in a high-growth environment... ...eligible for bonus and equity. Oracle maintains broad...Employment EquitySeniorTemporary workFlexible hoursOracle
Hartford, CT1 day ago$74.1k - $148.3k
...We manage P&Ls, drive financial planning and modeling, and serve as trusted partners and advisors to OCI Leadership, helping to... ...economics while supporting rapid growth. Key Responsibilities:... ...May be eligible for bonus and equity. Oracle maintains broad salary...Employment EquitySeniorTemporary workFlexible hoursOracle
Hartford, CT3 days ago- ...Development Financial Analyst, Senior Serves as a bridge between BD... ...financial concepts to support growth objectives while managing essential... ...solutions. Operational Planning: Develop financial plans, including... ...experience, skills, internal equity, market data, applicable...Employment EquitySeniorHourly payContract workLocal areaRemote work
- Advanced Supply Chain Group is looking for a Senior Accountant in Windsor, CT. This role involves key responsibilities in monthly close and financial reporting in a fast-paced environment. The ideal candidate will have a Bachelor's degree in Accounting or Finance, 4-7...Employment EquitySeniorPrivate
- ...overseeing implementing complex project plan sets as they are developed from conceptual... ...industry-leading benefits, and exciting career growth opportunities—all in a supportive and... ...the principles of Inclusion, Diversity, Equity, and Access (IDEA). Our goal is to foster...Employment EquitySeniorWork at officeFlexible hours
Weston & Sampson
Rocky Hill, CT18 hours ago - J.P. Morgan Chase in Hartford, CT is looking for a Private Client Advisor to provide comprehensive financial planning and advice to a diverse client base. The role emphasizes building relationships and delivering tailored investment solutions while ensuring diversity and...
- .... is seeking a compassionate Physical Therapist to provide individualized rehabilitative care to senior patients in Weatogue, Connecticut. You will develop treatment plans based on clinical findings and deliver one-on-one care in a supportive environment. This role offers...SeniorPrivateMonday to Friday
Legacy Healthcare Services, Inc.
Weatogue, CT4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Advisor — Growth, Planning & Equity. Be the first to apply!
Related searches
- senior financial advisor Hartford, CT
- financial planning assistant Hartford, CT
- senior wealth advisor Hartford, CT
- financial consultant Hartford, CT
- financial advisor associate Hartford, CT
- financial planning associate Hartford, CT
- jde finance consultant Hartford, CT
- oracle cloud financials consultant Hartford, CT
- associate leveraged finance Hartford, CT
- financial associate Hartford, CT