Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor & Planning Specialist

TD Bank ATM

Une institution financière renommée recherche un conseiller en gestion de patrimoine pour gérer et développer les relations avec les clients. Le candidat idéal doit avoir une solide expérience en vente, des compétences en communication, et la capacité d'offrir une expérience client exceptionnelle. Des qualifications tel que SIE, Series 7, et une bonne connaissance des produits financiers sont requis. Ce poste offre des opportunités de croissance et un environnement dynamique. #J-18808-Ljbffr TD Bank

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Advisor & Planning Specialist in Greenwich, CT vacancy
  • A major financial institution in Armonk is seeking a Financial Advisor to help clients achieve financial goals through comprehensive advice...  ...and customized solutions. This role involves building financial plans and recommending products while maintaining regulatory... 
    Suggested

    Bank of America

    Armonk, NY
    2 days ago
  • A leading financial services firm in Greenwich, CT is seeking a motivated Financial Advisor to join its Advisor Development Program. In this role, you'll work with high-net worth individuals, developing relationships and delivering tailored investment recommendations. With... 
    Suggested

    Bank of America

    Greenwich, CT
    5 days ago
  • U.S. Bank is seeking a Wealth Management Advisor in Greenwich, CT. This role requires meeting with affluent clients to assess their financial needs and deliver tailored investment and insurance strategies. Candidates should have a bachelor’s degree, relevant financial licenses... 
    Suggested
    Flexible hours

    U.S. Bank

    Greenwich, CT
    3 days ago
  • SunTrust Investment Services, Inc. is seeking an experienced Financial Advisor in Greenwich, Connecticut. The role involves actively sourcing, growing, and retaining client relationships through personalized investment advice tailored to individual goals and needs. The... 
    Suggested

    SunTrust Investment Services, Inc.

    Greenwich, CT
    3 days ago
  • A renowned financial institution in Greenwich is seeking an experienced professional with a strong background in the securities industry to consult with clients and deliver tailored financial strategies. The ideal candidate will possess excellent sales and communication...
    Suggested

    Northern Trust

    Greenwich, CT
    2 days ago
  • The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development...  ...in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills. Respond to... 
    Work at office

    Citigroup Inc.

    Greenwich, CT
    4 days ago
  • Truist in Greenwich, Connecticut, seeks a Financial Advisor to deliver personalized investment solutions that meet client goals, manage financial strategies, and deepen client relationships. The ideal candidate holds a Bachelor's degree in Finance and possesses relevant... 

    Truist

    Greenwich, CT
    3 days ago
  • Une institution financière renommée cherche un conseiller financier expérimenté pour gérer et développer des relations clients. Le candidat doit posséder une expertise en vente d'investissements et planification, avec un accent sur le service client. Les responsabilités...

    TD Bank

    Greenwich, CT
    1 day ago
  • Wealthbridge Financial Group in Greenwich is seeking motivated individuals to join as Financial Professionals. You'll develop customized financial strategies while building your practice with support from a collaborative network. This role involves maintaining client relationships...

    Wealthbridge-Financial-Group

    Greenwich, CT
    1 day ago
  • Citigroup Inc. is seeking a Wealth Relationship Advisor to build and enhance relationships with clients, focusing on bringing in new bank and brokerage assets. This role demands significant experience in financial services with excellent sales and communication skills.... 

    Citigroup Inc.

    Greenwich, CT
    3 days ago
  • $120k - $140k

    Position: Associate Wealth Advisor Location: Greenwich, CT Status: Full time, in office Compensation: $120K-$140K We are a boutique,...  ...clients make informed financial decisions through comprehensive planning and investment management, working closely with them on... 
    Full time

    Gilder Search Group

    Greenwich, CT
    1 day ago
  • Gilder Search Group is seeking an Associate Wealth Advisor based in Greenwich, CT. This full-time, in-office role focuses on supporting the...  ...a Bachelor’s degree in Finance, relevant licenses, and excellent financial planning knowledge. #J-18808-Ljbffr Gilder Search Group
    Full time
    Work at office

    Gilder Search Group

    Greenwich, CT
    1 day ago
  •  ...in Greenwich, Connecticut is seeking an entry-level Financial Advisor Trainee to assist founding partners in managing client relationships...  ...client book and collaborate closely with advisors on financial planning strategies. Opportunity to acquire necessary credentials within... 
    Full time
    Traineeship

    Ameriprise Financial Services, LLC

    Greenwich, CT
    3 days ago
  • $80k - $115k

     ...Assist in completing ad hoc projects as needed such as implementation of new software, platform reporting automation, and financial planning and analysis tools. Qualifications 1-5 years of FP&A, strategic finance, corporate finance, or accounting experience within the... 
    Full time
    Work at office
    Remote work

    iCapital

    Greenwich, CT
    6 days ago
  • We are seeking a Commercial Credit Analyst on behalf of our client, a well known regional bank in the Tri-State area. In this role, you will support the underwriting and ongoing monitoring of commercial and business banking relationships, working closely with relationship...

    JCW Group

    Greenwich, CT
    16 hours ago
  • $80k - $105k

     ...Old Greenwich, CT is looking for a Financial Analyst to manage cost allocation and financial analytics for WorldQuant Millennium Advisors. The ideal candidate should have a Bachelor's degree in Accounting or Finance, 2+ years of experience, and advanced Excel skills.... 

    WorldQuant LLC

    Greenwich, CT
    4 days ago
  • $109.94k - $186.76k

    A leading financial services company in Greenwich, CT seeks a Financial Advisor to consult with clients on investment strategies and goals. Candidates should possess strong sales skills and over 5 years of experience in the securities industry. You will document client... 

    Northern Trust Corp

    Greenwich, CT
    1 day ago
  •  ...business owners create, protect, and grow wealth through personalized, forward-thinking...  ...retirement, investment, insurance, estate planning) Provide education and guidance to help...  ...decisions Collaborate with internal specialists, CPAs, and other professionals to deliver... 
    Flexible hours

    Wealthbridge-Financial-Group

    Greenwich, CT
    6 days ago
  • $80k - $90k

    A leading financial institution is seeking a Financial Advisor to join their Advisor Development Program. This role involves working with high-net worth individuals to identify their needs, develop relationships, and provide comprehensive financial recommendations. The... 

    Bank of America

    White Plains, NY
    5 days ago
  • $120k - $150k

     ...analysis and leverage models to support policies and strategies for maximizing returns Support the quarterly and annual business planning process and track revenue margins Monitor business unit expenses Oversee the coordination of fund-level liquidity, leverage, and... 

    Arrow Search Partners

    Greenwich, CT
    5 days ago
  • $109.94k - $186.76k

     ...for clients and partners. Fully participate in ongoing training and meeting initiatives. Set personal sales goals and a business plan with the manager based on experience and product knowledge. Provide the highest level of client service as a top priority. Operate... 
    Flexible hours

    Northern Trust

    Greenwich, CT
    4 days ago
  • $120k - $150k

    A global credit investment manager in Connecticut is seeking a finance professional to manage fund-level return models and support strategic financial activities. The ideal candidate will hold a Bachelor's degree in finance or economics and possess 3-6 years of relevant...

    Arrow Search Partners

    Greenwich, CT
    5 days ago
  •  ...want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional... 
    Work at office

    Soteria Reinsurance Ltd.

    Greenwich, CT
    1 day ago
  •  ...Financial Consultant in Connecticut. In this role, you will engage with customers face-to-face and provide personalized financial planning and investment solutions. Strong relationship-building skills and FINRA licenses are required. The position offers competitive rewards... 
    Remote work

    Soteria Reinsurance Ltd.

    Greenwich, CT
    1 day ago
  •  ...achieve financial goals while supporting advisors and employees to reach their true...  ...Franchise owner. Job Description The Executive Wealth Group at Ameriprise Financial delivers...  ...we specialize in comprehensive financial planning, investment management, and estate... 
    Full time
    Traineeship

    Ameriprise Financial Services, LLC

    Greenwich, CT
    3 days ago
  • $80k - $90k

    A leading financial institution is seeking a Financial Advisor in Darien, CT. You will work with high-net-worth individuals to identify needs and develop financial strategies. The role offers comprehensive training and requires Series 7 & 66 licenses. Ideal candidates will... 

    Bank of America

    Darien, CT
    5 days ago
  •  ...identification.* Experience selling investments and providing financial plans* Demonstrates a commitment to being customer-centric by...  ...meeting with an enhanced agenda focused on the client’s overall wealth needs, as well as pro-active contacts* Serves as the primary point... 
    Work at office

    TD Bank

    Greenwich, CT
    5 days ago
  • $109.94k - $186.76k

    Financial Advisor page is loaded## Financial Advisorlocations: Greenwich, CTtime type: Full timeposted on: Posted Todayjob requisition id...  ...meeting initiatives 9. Sets personal sales goals and business plan with manager based on experience and product knowledge 10. Providing... 
    Flexible hours

    Northern Trust Corp

    Greenwich, CT
    5 days ago
  •  ...the strategic direction of the Financial Advisor team to increase assets under management,...  ...partner with clients to review investment plans on a regular basis. Lead overall client...  ...all products currently offered by Truist Wealth and complete continuing education requirements... 
    Work at office

    Truist

    Greenwich, CT
    3 days ago
  • Bank of America is seeking a Financial Advisor for its Merrill Advisor Development Program in New Canaan, CT. The role involves building relationships with high-net-worth clients, understanding their financial goals, and providing tailored investment recommendations. Successful... 

    Bank of America

    New Canaan, CT
    1 day ago

Do you want to receive more vacancies?

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