Financial Advisor

POSITION OVERVIEWNorthCoast Asset Management, a Division of Kovitz is looking for an Associate Advisor to join our team in their Greenwich, CT office. The Associate Advisor serves as an integral part of our team. This great communicator, influencer and enthusiastic person will support the vision, positive culture, and team spirit. They will focus on team and...

Tempus Advisors, an independent wealth advisory practice, located in Fairfield County Connecticut and affiliated with Raymond James, is seeking a growth focused Financial Advisor to join our team. Our practice is dedicated to delivering comprehensive financial planning solutions tailored to our clients' diverse needs and objectives. Position Overview: This...

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As a Mortgage Protection Advisor at Spieldenner Financial Group, you will play a vital role in helping individuals and families protect their largest asset: the ability to make an income. You will be responsible for scheduling appointments with potential clients, researching their financial information, and presenting customized options to meet their...

About the RoleAs a Senior Financial Advisor at U.S. Bank, you will play a key role in helping high net worth clients achieve their financial objectives. With a strong focus on relationship management and business development, you will be responsible for identifying, closing, and deepening client relationships.Key ResponsibilitiesUse your knowledge of...

Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and...

Our client, a Boutique Financial Advisor based in Greenwich, CT, is looking for a Full-Time/Permanent Office Manager to join its growing team. This position is open due to promotion! This person will handle all day-to-day operations of the business with a focus on efficiency and time management, while sitting up front at reception (office line hardly ever...

Our client, a Boutique Financial Advisor based in Greenwich, CT, is looking for a Full-Time/Permanent Office Manager to join its growing team. This position is open due to promotion! This person will handle all day-to-day operations of the business with a focus on efficiency and time management, while sitting up front at reception (office line hardly ever...

Our client, a Boutique Financial Advisor based in Greenwich, CT, is looking for a Full-Time/Permanent Office Manager to join its growing team. This position is open due to promotion! This person will handle all day-to-day operations of the business with a focus on efficiency and time management, while sitting up front at reception (office line hardly ever...

Job Summary: Our client, a leading Asset Management firm with a specialty in private wealth management including investment management, wealth planning, and highly personalized client service has an exciting opportunity available for an experienced Client Advisor. The role is responsible for developing and maintaining client relationships through proactive...

About Our Client:Our client, a prestigious global wealth management firm, is known for providing sophisticated, client-focused financial planning and wealth management services. They cater to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, and business owners, delivering tailored solutions that align with their clients' long-term...

Interactive Brokers is seeking a talented Sales Trainee to join our team. As a Sales Trainee, you will be responsible for assisting clients with purchases and taking calls. You will work closely with our client services department to ensure a great overall client experience.Key responsibilities include:Assisting clients with purchases and taking callsWorking...

Job DescriptionInteractive Brokers is seeking a Sales Trainee to join our team in the financial services industry.This role will provide the opportunity to acquire skills in taking on new and existing customers, assisting them with purchases, and taking calls. Working in our client services departments, the Sales Trainee will eventually become the point of...

Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace...

Fashion Advisor, Saks Greenwich At CHANEL, we are focused on creating an inclusive culture that nurtures personal growth, contributing to collective progress. We believe the uniqueness of each individual increases the diversity, complementarity, and effectiveness of our teams. We strongly encourage your application, as we value the perspective, experience,...

Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace...

Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace...

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, a top producing Wealth Management Group is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, a top producing Wealth Management Group is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...