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

Wealth Advisor

Wealthbridge-Financial-Group

WealthBridge Financial Group is seeking motivated entrepreneurs to join as Financial Professionals, working closely with clients to craft customized strategies while building a personal practice with support from a collaborative network. Ideal candidates bring strong interpersonal skills, a client-focused mindset, and a drive for long-term success in wealth management. Prior sales/finance experience is a plus, with licensing support and ongoing training provided. #J-18808-Ljbffr

Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Wealth Advisor in Greenwich, CT vacancy
  •  ...companies on best practices for recruitment and talent retention. Wealth Management Guidance: Providing expertise in financial planning...  ...clients and corporate entities. Job Description Wealth Advisor – Build Your Legacy, Empower OthersType: Full-Time Location: Remote... 
    Suggested
    Full time
    Work at office
    Remote work
    Flexible hours

    Ivy Way Placements

    Stamford, CT
    3 days ago
  •  ...Atlas Search is a fintech-focused firm in Stamford, CT, providing data-driven solutions for wealth managers, advisors, and RIAs. The role blends finance and technology to configure financial software, onboard clients, and support growth initiatives. You will work on financial... 
    Suggested

    Atlas Search

    Stamford, CT
    8 hours ago
  • $150k - $190k

     ...NewEdge Capital Group is seeking a Wealth Strategist to serve high-net-worth clients, focusing on cash flow, estate planning, and philanthropic strategies. The role requires preparing wealth strategy reviews and coordinating with investment teams. A Bachelor's degree... 
    Suggested

    NewEdge Capital Group

    Stamford, CT
    8 hours ago
  •  ...Fairygodboss is seeking a Private Banker in Greenwich, CT, to manage and advise clients on their wealth. The role involves building relationships and providing tailored financial solutions using your knowledge in investments, banking, and wealth management. Ideal candidates... 
    Suggested

    Fairygodboss

    Greenwich, CT
    8 hours ago
  • $80k - $90k

     ...and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market...  ...custodian websites Resource and collaboration with other Associate Wealth Advisors (AWAs) Ability to independently lead client... 
    Suggested
    Work at office
    Local area

    Focus Financial Partners Inc.

    Stamford, CT
    3 days ago
  • $94k - $104k

    At Curaleaf, we’re redefining the cannabis industry with a strong commitment to quality, expertise, and innovation. As a leading global cannabis provider, our brands—including Curaleaf, Select, and Grassroots—offer premium products and services in both medical and adult...
    Permanent employment
    Full time
    Work at office

    Curaleaf

    Stamford, CT
    18 hours ago
  •  ...Following Titan Wealth's acquisition of Innes Reid , we are seeking an experienced Financial Planner to join the Chester office and play a key role in the next chapter of the firm's growth. Established for over 26 years, Innes Reid has built an outstanding reputation... 
    Self employment
    Work at office

    Titan Wealth Holdings Limited

    Port Chester, NY
    4 days ago
  •  ...About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long‑term... 
    Flexible hours

    Wealthbridge-Financial-Group

    Riverside, CT
    8 hours ago
  •  ...Investment Advisor Our latest partner is a rapidly expanding Registered Investment Advisor, a Certified B Corp, and a regional leader in ESG investing. Their team members are creative, forward-thinking, and progressive. They hail from diverse backgrounds, speak five... 
    Work at office
    Local area
    Remote work
    Flexible hours

    Ivy Way Placements

    Stamford, CT
    2 days ago
  • $61k - $119k

     ...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused... 
    For contractors
    Work at office

    Northwestern Mutual

    Stamford, CT
    1 day ago
  • $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

    Stamford, CT
    5 days ago
  • Who We Are Spire Orthopedic Partners is a growing national partnership of orthopedic practices that provides the support, capital and operational resources physicians need to grow thriving practices for the future. As a Management Services Organization (MSO), Spire provides...
    Work at office
    Local area

    Spire Orthopedic Partners

    Stamford, CT
    1 day ago
  • $150k - $180k

     ...financial decisions with confidence, clarity, and car e. Why This Role Is a Game-Chan gerTrusted Advisor Sta tus: You’ll be the go-to expert for clients navigating wealth management, retirement strategies, and legacy planni ng.Open Architecture Advant age: Leverage a flexible... 
    Flexible hours

    AscendHire

    Stamford, CT
    3 days ago
  •  ...in your continued growth. At Baystate Financial, we believe our advisors deserve the same level of attention and support that they...  ...that allows you to focus on clients—not paperwork. Comprehensive wealth management, insurance, estate, retirement, and business planning... 
    Temporary work

    Baystate Financial

    Stamford, CT
    3 days ago
  • A leading financial services company seeks a 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 ...
    Remote work

    Soteria Reinsurance Ltd.

    Greenwich, CT
    8 hours ago
  • Aogarciaagency is looking for enthusiastic individuals to join their team in Stamford, Connecticut. This role offers a flexible schedule, allowing you to work from home while providing virtual consultations to secure families’ financial well-being. You will assess client...
    Work from home
    Flexible hours

    Aogarciaagency

    Stamford, CT
    8 hours ago
  • $100k

     ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services...  ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... 
    Hourly pay
    Work at office
    Shift work
    Day shift

    Bank of America

    Stamford, CT
    1 day ago
  • $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
    2 days ago
  • $60k

    Benefits 401(k) 401(k) matching Bonus based on performance Benefits/Perks Career Advancement Opportunities Competitive Compensation Job Summary We are seeking a junior associate to join our Investment management team. In this role, you will support our portfolio managers...
    Sleeping nights

    Investment Boutique in Stamford, CT

    Stamford, CT
    5 days ago
  • £38k per year

    A financial advisory firm in Chester is seeking a Paraplanner to join their team. The role involves preparing financial analyses, providing technical support, and maintaining compliance with regulations. Candidates should have 3-4 years of relevant experience or be working...
    Flexible hours

    Lime Search & Select Ltd

    Port Chester, NY
    9 hours ago
  • $150k - $180k

    Senior Associate, Strategic Finance | Investment Firm | Stamford, CT, three days a week on site We're recruiting for one of our most dynamic clients, a high-growth, multi-strategy investment firm that builds and scales businesses across oil and gas, industrials, technology...
    Flexible hours
    3 days per week

    Hoxton Circle

    Stamford, CT
    1 day ago
  • Our client is a leading Fintech firm based in Stamford, CT. They're looking to add a talented Strategic Finance Associate to their growing team. The firm has an excellent reputation and is held in high regard. RESPONSIBILITIES Contribute to company-wide and subsidiary-...

    Coda Search│Staffing

    Stamford, CT
    5 days ago
  • $100k - $115k

     ...We're seeking someone to join our Wealth Management CFO Support team as an Associate in Finance. The team is dedicated to providing support to Morgan Stanley's Wealth Management segment (MSWM), specifically for the Capital Markets team within Investment Solutions. Members... 
    Temporary work

    Morgan Stanley

    Purchase, NY
    5 days ago
  •  ...Senior Financial Advisor Lead, grow, and deepen an established book of business with M&T Bank. We're seeking an experienced Financial...  ...referral-driven ecosystem across Retail, Business Banking, and Wealth teams. What You'll Do: Manage and grow a sizeable book of high-... 
    Work experience placement

    Wilmington Trust

    Greenwich, CT
    2 days ago
  • $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... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Stamford, CT
    5 days ago
  •  ...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
    7 days ago
  • $200k

     ...an in‑depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and...  ...have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial... 
    Full time

    Citigroup Inc.

    Greenwich, CT
    1 hour ago
  • £38k per year

     ...Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team... 
    Full time
    Apprenticeship
    Flexible hours

    Lime Search & Select Ltd

    Port Chester, NY
    3 days ago
  • About TouchCare TouchCare is a healthcare concierge service dedicated to simplifying the complexities of health insurance and the healthcare system. By assigning each member a personal assistant, TouchCare helps resolve billing issues, coordinate with providers, and save...
    Work at office
    Flexible hours

    TouchCare

    Stamford, CT
    4 days ago
  • $135.6k - $300k

     ...clients Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field Knowledge of fiduciary and financial products and services through extensive... 
    Full time
    Work experience placement
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Greenwich, CT
    1 day ago

Do you want to receive more vacancies?

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