High Networth Financial Advisor
3 weeks ago
Talent Focus is partnering with a distinguished international wealth management institution to identify an exceptional Financial Advisor for their Private Client practice in their waterfront offices in Stamford.
As a Financial Advisor, you will play a pivotal role as a trusted financial confidant to your clients, leveraging a profound understanding of their values, lifestyle, and goals. Cultivating enduring relationships, you will capitalize on world-class research, planning, and investment expertise to elevate your clients' financial well-being. Our client's commitment to your success includes comprehensive training and support in obtaining relevant financial qualifications.
We are seeking candidates with a proven track record of approximately 5-10 years in sales/business development and relationship building, showcasing a demonstrable existing network of potential high-net-worth clients. Your profile should include high emotional intelligence, innate curiosity, and a robust comprehension of the Capital Markets.
If you possess an insatiable appetite for learning and self-development, coupled with the drive, tenacity, and ambition to advance your career with integrity and humility, we invite you to explore this excellent opportunity.
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Financial Planning Analyst
2 weeks ago
Stamford, United States Lead Advisor Full timeLead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Stamford. To view other open roles, visit jobs.lead-advisor.comFinancial Planning Analyst Key Responsibilities (but not limited to):To create comprehensive financial plans for new clients. This includes both working collaboratively with the...
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High Net Worth Financial Associate
1 month ago
Stamford, Connecticut, United States Fidelity Investments Full timeJob SummaryWe are seeking a highly skilled and motivated High Net Worth Financial Associate to join our team at Fidelity Investments. As a High Net Worth Financial Associate, you will be responsible for providing exceptional service to our high-net-worth clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesEngage with...
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stamford, United States Creative Financial Staffing Full timeAccounts Payable (AP) Clerk Location: Stamford, CT Job Overview:Our hospitality client in Stamford, CT, is seeking a reliable and detail-oriented Accounts Payable Clerk to join their accounting team. The AP Clerk will handle invoice processing, vendor payments, and maintain accurate financial records to support the organization's operations. Key...
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Financial Reporting Analyst
4 weeks ago
Stamford, United States Breeze Unlimited Full timeBreeze Unlimited is posting on behalf of our client and we are seeking a diligent, detail-oriented professionals to join the team. You must be comfortable working in a dynamic, performance-driven, fast-paced environment, and committed to delivering a high-quality, accurate product on a time-sensitive basis. Your daily activities will be diverse, from...
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stamford, United States Creative Financial Staffing Full timeAre you looking to join a dynamic and growth-oriented real estate powerhouse? Our client is a privately held real estate developer, manager, and private equity firm, and they are seeking a dedicated and detail-oriented Staff Accountant to be a vital part of the financial operations team. If you're passionate about numbers, precision, and contributing to the...
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Membership Advisor
4 months ago
Stamford, United States Orangetheory Fitness Full timeJoin the Orangetheory Fitness Team as a Sales Manager! Get fit, help others, and have fun! Who We’re Looking For: Are you ready to unlock the power of the Orangetheory workout for others? We're searching for a dynamic Membership Advisor (internally referred to as a Sales Manager) to bring new people into our studio, discuss their fitness goals,...
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Regional External Wholesaler
6 months ago
Stamford, United States Clinton Investment Management, LLC Full timeClinton Investment Management is a rapidly growing investment management firm specializing in the professional management of municipal bond portfolios on behalf of high-net-worth, ultra-high-net-worth, and institutional investors. Our firm's goal is to be a top provider of municipal bond investment solutions to our clients by offering world class portfolio...
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Service Advisor
4 weeks ago
Stamford, Connecticut, United States Volkswagen of Stamford Full timeAt Volkswagen of Stamford, we are seeking a skilled Service Advisor to join our team. As a Service Advisor, you will be the first point of contact for our customers and will be responsible for providing exceptional customer service.Key responsibilities include overseeing the flow of the drive lane, ensuring customers receive prompt and courteous service, and...
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Membership Advisor
1 week ago
Stamford, United States Orangetheory Fitness Full timeJoin the Orangetheory Fitness Team as a Sales Manager Get fit, help others, and have fun Who We're Looking For: Are you ready to unlock the power of the Orangetheory workout for others? We're searching for a dynamic Membership Advisor (internally referred to as a Sales Manager) to bring new people into our studio, discuss their fitness goals, and guide them...
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Membership Advisor
1 week ago
Stamford, United States Orangetheory Fitness Full timeJoin the Orangetheory Fitness Team as a Sales Manager Get fit, help others, and have fun Who We're Looking For: Are you ready to unlock the power of the Orangetheory workout for others? We're searching for a dynamic Membership Advisor (internally referred to as a Sales Manager) to bring new people into our studio, discuss their fitness goals, and guide them...
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Senior Investment Associate
2 weeks ago
Stamford, United States Atlantic Group Full timePosition Overview:As a Senior Investment Consultant, you will play a key role in driving advisor engagement and supporting business development by delivering valuable insights on investment solutions. In collaboration with Regional Managers, you’ll engage with financial advisors, provide them with timely information on market conditions, fund performance,...
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Analyst, Investment Administration
4 weeks ago
Stamford, United States Webster Bank Full timeIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...
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Analyst, Investment Administration
2 weeks ago
Stamford, United States Webster Bank Full timeIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people firstdoing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities....
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IT Financial Manager
2 weeks ago
Stamford, United States Curaleaf Full timeJob DescriptionJob DescriptionAt Curaleaf, we're redefining the cannabis industry with a commitment to quality, expertise, and innovation. As a leading global cannabis provider, our brands, including Curaleaf, Select, and Grassroots, offer top-tier products and services in both medical and adult-use markets.Join us to be part of a high-growth,...
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State Street Global Advisors
1 week ago
Stamford, United States State Street Corporation Full timeThe role of the Structured Products Analyst is to lead credit research and security selection for the Non-Agency RMBS investment efforts in SSGA's Fixed Income, Cash & Currency (FICC) department. The role will also involve contributions to the broader structured products and ABS investment efforts. The Senior Analyst is part of the Structured Products Credit...
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Senior Financial Analyst
1 month ago
Stamford, Connecticut, United States General Re Full timeJob DescriptionGeneral Re Corporation, a subsidiary of Berkshire Hathaway Inc., is a holding company for global reinsurance and related operations, with over 2,000 employees worldwide. The company owns General Reinsurance Corporation and General Reinsurance AG, which conducts business as Gen Re.Gen Re delivers reinsurance solutions to the Life/Health and...
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Tax Director
4 weeks ago
Stamford, United States Creative Financial Staffing Full timeAs the Tax Director, you will be responsible for leading the tax team and working collaboratively as a leader with the US and commensurate foreign locations and will oversee the implementation of US corporate tax policies and recommend ways to minimize corporate tax liability in compliance with tax laws and regulations.Job Responsibilities:• Serve as the...
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Tax Director
4 weeks ago
Stamford, United States Creative Financial Staffing Full timeAs the Tax Director, you will be responsible for leading the tax team and working collaboratively as a leader with the US and commensurate foreign locations and will oversee the implementation of US corporate tax policies and recommend ways to minimize corporate tax liability in compliance with tax laws and regulations.Job Responsibilities: Serve as the Head...
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Client Service Analyst
4 weeks ago
Stamford, United States NewEdge Wealth Full timeJob Summary:Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Analyst, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional...
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Client Service Analyst
3 weeks ago
Stamford, United States NewEdge Wealth Full timeJob Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Analyst, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional...