High Networth Financial Advisor
2 months 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 Advisor
1 hour ago
Stamford, United States Ivy Way Placements Full timeJob Description 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 languages, and are committed to making money a force for good. We are looking to hire a dynamic...
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Wealth Management Professional
2 weeks ago
Stamford, Connecticut, United States Lead Advisor Full timeAre you a driven and results-oriented professional looking for a new opportunity? Do you have a passion for recruiting and sales?We are seeking a wealth management professional to join our team as a recruiter. In this role, you will be responsible for identifying and recruiting top financial advisors to join our firm.**Job Description:**As a recruiter, you...
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Recruiter
1 month ago
Stamford, United States Lead Advisor Full timeLead Advisor is a wealth management and consulting firm specializing in wealth management. This role is for one of our clients in Stamford. To view other open roles, visit jobs.lead-advisor.comJob Description Our Client is in search for a recruiter/talent acquisition professional to help grow an industry leading financial planning company's local firm. The...
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Recruiter
6 days ago
Stamford, United States Lead Advisor Full timeLead Advisor is a wealth management and consulting firm specializing in wealth management. This role is for one of our clients in Stamford. To view other open roles, visit jobs.lead-advisor.comJob Description Our Client is in search for a recruiter/talent acquisition professional to help grow an industry leading financial planning company's local firm. The...
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stamford, United States Creative Financial Staffing Full timeFinancial AnalystLocation: Stamford, CT Here's your chance to be part of a groundbreaking company that is actively shaping the world's transition to clean energy. By harnessing the power of advanced bioenergy technologies, we are paving the way for a more environmentally friendly and economically viable energy landscape. What makes this a great...
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Financial Analyst CT
1 month ago
stamford, United States Creative Financial Staffing Full timeFinancial AnalystLocation: Stamford, CT Here's your chance to be part of a groundbreaking company that is actively shaping the world's transition to clean energy. By harnessing the power of advanced bioenergy technologies, we are paving the way for a more environmentally friendly and economically viable energy landscape. What makes this a great...
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Business Financial Planning Manager
4 weeks ago
Stamford, Connecticut, United States Creative Financial Staffing Full timeFinancial Analyst PositionWe are seeking a detail-oriented Financial Analyst to drive strategic financial insights and support our North America financial operations.About the Role:The ideal candidate will leverage advanced analytical skills to optimize financial processes and deliver comprehensive reporting.Key Responsibilities:Collaborate with North...
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Business Solutions Advisor
4 weeks ago
Stamford, United States Disability Solutions Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
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Expert Investment Advisor
1 week ago
Stamford, Connecticut, United States New York Life Full timeAbout the RoleWe're looking for a talented Investment Advisor to join our team at New York Life. In this role, you'll work closely with clients to understand their financial objectives and provide expert advice on achieving those goals. With your expertise in financial planning, you'll help clients navigate the complex world of investments and make informed...
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Investment Advisor
2 weeks ago
Stamford, Connecticut, United States New York Life Full timeAbout the RoleWe are looking for an Experienced Financial Advisor to work closely with clients in New York, providing expert guidance on investment strategies and financial planning.Key Responsibilities:Deliver customized financial solutions to clients, addressing their unique needs and goals.Evaluate clients' financial situations to identify areas for...
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Financial Operations Manager
4 weeks ago
Stamford, Connecticut, United States Creative Financial Staffing Full timeAbout Our CompanyWe are an international manufacturing company with a long history of success. Established over 50 years ago, we have built a team that values collaboration, accountability, and continuous improvement.Job SummaryWe are seeking an experienced Financial Operations Manager to oversee our financial, HR, and IT functions. This role offers the...
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Stamford, United States Creative Financial Staffing Full timeTax Accountant Location: Stamford, CTHere's your chance to be part of a groundbreaking company that is actively shaping the world's transition to clean energy. By harnessing the power of advanced bioenergy technologies, we are paving the way for a more environmentally friendly and economically viable energy landscape.What makes this a great...
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stamford, United States Creative Financial Staffing Full timeTax Accountant Location: Stamford, CT Here's your chance to be part of a groundbreaking company that is actively shaping the world's transition to clean energy. By harnessing the power of advanced bioenergy technologies, we are paving the way for a more environmentally friendly and economically viable energy landscape. What makes this a great...
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Sales Performance Advisor
1 week ago
Stamford, Connecticut, United States Lighthouse Financial Solutions Full timeEmpower Others, Empower YourselfLighthouse Financial Solutions seeks a skilled Inside Sales Representative to join our team in Plantation, FL. As a key contributor to our organization, you'll enjoy a dynamic work environment, challenging projects, and opportunities for professional growth and development.About the RoleThis full-time position involves:Serving...
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Financial Services Professional
2 weeks ago
Stamford, Connecticut, United States New York Life Full timeCompany OverviewNew York Life is a leading insurance and financial services company with over 170 years of experience. Our mission is to provide financial security and peace of mind to our policy owners through our insurance, annuity, and investment solutions.We act with integrity and humanity in all our interactions with our policy owners, business...
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Financial Services Data Analyst
1 week ago
Stamford, Connecticut, United States iCapital Full timeAbout iCapitaliCapital is a leading provider of financial technology solutions for the alternative investment industry. Our platform powers the world's alternative investment marketplace, transforming how advisors and wealth management firms evaluate and recommend bespoke public and private market strategies.
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Financial Accountant
1 month ago
Stamford, Connecticut, United States Creative Financial Staffing Full timeWe are seeking a dedicated and detail-oriented Financial Accountant to join our team at Creative Financial Staffing.As a key member of our financial operations team, you will be responsible for preparing financial reporting and analysis for multiple commercial properties. Your tasks will include maintaining monthly work papers, preparing work papers and...
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AP Clerk Financial Specialist
1 month ago
Stamford, Connecticut, United States Creative Financial Staffing Full timeAccounts Payable Clerk OpportunityLocation: Stamford, CTAbout the Role:The Creative Financial Staffing client in Stamford, CT is seeking a detail-oriented Accounts Payable Clerk to support their accounting team.Responsibilities:Process invoices ensuring accuracy and proper approvals.Verify and reconcile vendor statements resolving discrepancies.Prepare and...
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Financial Operations Specialist
4 weeks ago
Stamford, Connecticut, United States Creative Financial Staffing Full timeJob Summary:We are seeking a highly skilled Financial Operations Specialist to join our team at Creative Financial Staffing. The ideal candidate will have experience in high volume invoice processing, payment review, and check run coordination.About the Role:This is a full-time position based in Plantation, with a salary range of up to $55,000 per...
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Financial Operations Lead
2 weeks ago
Stamford, Connecticut, United States Oppenheimer & Co. Inc. Full timeJob RequirementsTo be successful in this role, you should have:Strong leadership skills with the ability to supervise and manage a team.Excellent communication and interpersonal skills with the ability to work effectively with Financial Advisors and office staff.Proven experience with operations management, including process improvement and workflow...