Wealth manager jobs in Stamford, CT

 ...Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from... 

 ...Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to... 

 ...AND DURATION Summer Analysts will join us for a competitive, 10-week program and are placed into a specific team within the Wealth Management Home Office. These teams are designed to offer a real-world, project-based experience of what it's like to be a Wealth... 

 ...Job Description Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations... 

 ...maintaining existing client relationships; creating comprehensive wealth plans and coordinated financial strategies to align with each...  ...to team members and assembling an integrated team of wealth management professionals (investment, banking, trust, insurance, etc.) to... 

 ...The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development...  ...) + Acquire new clients through converting referral leads. + Manage client follow-up and adhere to all Regulatory and Compliance... 

Job Description: Financial Consultant If you no longer 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...

 ...practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Supports the Identification, deepening, and maintenance of client relationships through emphasizing the bank's offerings... 

 ...areas of focus Ability to work jointly with senior joint-work partners and to be coached by top performers Advancement and management opportunities A work-life balance and access to a full suite of remote-work technology solutions You will receive personalized... 

 ...financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations... 

 ...QuickBooks and/or CCH Axcess a plus ~ Ability to prioritize tasks and manage time efficiently while paying attention to details ~ Excellent...  ...Description The Dowling Group is a boutique private client wealth advisory firm located in Greenwich, CT. We specialize in... 

 ...financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations... 

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from... 

 ...financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations... 

 ...Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets... 

Background on the Position: Morgan Stanley Wealth Management's Legal and Compliance Division is seeking to hire a Vice President to join a team providing legal coverage for Wealth Management's retail products and services. Specifically, the attorney would focus... 

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from... 

 ...opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on...  ...of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in... 

 ...Job Description Job Description Wealth and Financial Advisor Opportunities Across the U.S. We are collaborating with a prestigious...  ...through the complexities of financial planning and investment management. Our diverse client base ranges from individuals seeking... 

 ...opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on...  ...of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in...