Current jobs related to Financial Advisor - Stamford, Connecticut - LPL Financial

  • Financial Investment Advisor

    4 weeks ago

    Stamford, Connecticut, United States Charles Schwab Full time

    Position Type: RegularYour Opportunity At Charles Schwab, you are empowered to influence your career path. Here, innovative thinking meets creative problem-solving, enabling us to 'challenge the status quo' and reshape the finance sector collaboratively.As a Financial Investment Advisor (FIA) at Charles Schwab, you will have the chance to learn and develop...

  • Elite Financial Advisor for Wealthy Patrons

    4 weeks ago

    Stamford, Connecticut, United States Talent Focus Executive Search and Consulting Full time

    Explore an Exceptional Opportunity as a Financial AdvisorJoin a renowned global wealth management firm dedicated to serving affluent clientele. This role is designed for individuals who possess a strong background in financial consulting and are eager to provide top-tier advisory services.Client Engagement: Serve as a reliable financial consultant for...

  • Financial Services Summer Intern

    4 weeks ago

    Stamford, Connecticut, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic guidance to ultra- and high-net-worth individuals, families, institutions, and corporations...

  • Senior Wealth Advisor

    1 week ago

    Stamford, Connecticut, United States Citigroup Inc Full time

    Job Title: Senior Wealth AdvisorCitigroup Inc. is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key Responsibilities:Build relationships with new clients and deepen...

  • Financial Services Professional

    2 weeks ago

    Stamford, Connecticut, United States Equitable Services Full time

    Job SummaryWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Equitable Advisors. As a Wealth Management Specialist, you will be responsible for providing financial products and services to individuals and organizations in the education and municipal sectors.Key ResponsibilitiesProspect and develop...

  • Investment and Financial Strategy Consultant

    3 weeks ago

    Stamford, Connecticut, United States CCG Business Solutions, LLC Full time

    Position Overview:We are looking for a dedicated and skilled Financial Advisor to provide tailored financial guidance and investment management solutions. The ideal candidate will engage with clients to comprehend their financial aspirations and craft personalized strategies to help them reach their objectives.Key Responsibilities:- Deliver comprehensive...

  • Financial Services Representative

    2 weeks ago

    Stamford, Connecticut, United States Equitable Services Full time

    Job SummaryWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at Equitable Advisors. As a key member of our Retirement Benefits Group, you will be responsible for providing financial products and services to individuals and organizations in the education and municipal sectors.Key ResponsibilitiesProspect...

  • Senior Wealth Management Advisor

    2 weeks ago

    Stamford, Connecticut, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc. is seeking a highly skilled and experienced Senior Wealth Management Advisor to join our team. As a Senior Wealth Management Advisor, you will be responsible for providing comprehensive financial and investment advice to our affluent and high-net worth clients.Key ResponsibilitiesBuild relationships with new clients and deepen...

  • Senior Wealth Management Advisor

    4 weeks ago

    Stamford, Connecticut, United States Talent Focus Executive Search and Consulting Full time

    Explore an Exceptional Opportunity as a Financial AdvisorJoin a distinguished global wealth management firm, where you will:Serve as a trusted financial consultant for affluent clienteleLeverage your expertise in sales and relationship management, drawing on a robust background of 5-10 yearsHighlight your emotional intelligence, inquisitiveness, and...

  • Financial Planning Software Support Analyst

    3 weeks ago

    Stamford, Connecticut, United States RightCapital Full time

    Job OverviewRightCapital - Recognized as a Leading Fintech InnovatorRightCapital is a pioneering financial technology firm that offers a comprehensive financial planning software solution. Our company has been acknowledged by The Daily Finance as one of the premier fintech organizations in Connecticut. We began our journey as a group of entrepreneurs in a...

  • Financial Planning Director

    3 days ago

    Stamford, Connecticut, United States Jobs via eFinancialCareers Full time

    Director, Financial Planner/Wealth AdvisorAt Webster, we're dedicated to helping individuals, families, and businesses achieve their financial goals. As a leading commercial bank, we're passionate about serving our clients and supporting our communities.Key Responsibilities:Collect and review client information to create comprehensive financial plans.Prepare...

  • Financial Controller

    3 hours ago

    Stamford, Connecticut, United States Performance Optimal Health Full time

    Job SummaryWe are seeking a seasoned Financial Controller to join our team at Performance Optimal Health. As a key member of our finance department, you will be responsible for overseeing all financial aspects of our organization, ensuring compliance with regulations, and driving strategic decision-making.Key ResponsibilitiesFinancial Reporting: Prepare...

  • High Networth Financial Consultant

    1 day ago

    Stamford, Connecticut, United States Talent Focus Executive Search and Consulting Full time

    Unlock a Unique Opportunity in Wealth ManagementTalent Focus Executive Search and Consulting invites experienced professionals to a distinguished role as a High Networth Financial Advisor.Partner with a prestigious international wealth management institution in Stamford, leveraging your expertise to deliver exceptional client experiences.Develop and maintain...

  • Financial Controller

    2 weeks ago

    Stamford, Connecticut, United States Performance Optimal Health Full time

    Job DescriptionAt Performance Optimal Health, we empower individuals to achieve optimal well-being by bridging the gap between education and action.We strive to improve the lives of our clients, helping them attain their health goals through a comprehensive approach that encompasses exercise, recovery, nutrition, and stress management. Our team members...

  • Principal Wealth Strategy Advisor

    3 weeks ago

    Stamford, Connecticut, United States Citigroup Inc Full time

    Position Overview:Join our esteemed team within the financial services sector, where we cater to a diverse range of wealth clients. Our organization integrates the full spectrum of wealth management solutions to serve ultra-high-net-worth individuals and family offices, as well as affluent clients.Role Summary:The Senior Wealth Advisor is tasked with...

  • Wealth Management Advisor

    1 week ago

    Stamford, Connecticut, United States AllianceBernstein Full time

    About Bernstein Private Wealth ManagementBernstein Private Wealth Management is a leading provider of wealth management services, advising high-net-worth clients on planning for and living with the complexities that come with wealth. Our team of experts specializes in addressing challenges that extend well beyond wealth management, offering a vast network of...

  • Chief Financial Officer

    3 weeks ago

    Stamford, Connecticut, United States Performance Optimal Health Full time

    Job DescriptionAt Performance Optimal Health, we empower individuals to achieve optimal well-being by bridging the gap between education and action.We strive to improve the lives of our clients, helping them attain their health goals through a comprehensive approach that encompasses exercise, recovery, nutrition, and stress management. Our team members...

  • Credit Executive

    3 weeks ago

    Stamford, Connecticut, United States Bank of America Full time

    Job Summary:We are seeking a skilled Credit Executive to join our team at Bank of America. As a Credit Executive, you will be responsible for developing and maintaining custom credit relationships with high-net-worth clients.Key Responsibilities:Drive funding growth and manage existing relationships with high-net-worth clientsCollaborate with various teams...

  • Senior Financial Planning and Analysis Specialist

    3 weeks ago

    Stamford, Connecticut, United States Sacred Heart University Full time

    Position Overview:The Sacred Heart University finance team is seeking a proactive and detail-oriented Senior Financial Planning and Analysis (FP&A) and Transactions Analyst. This role is pivotal in driving financial insights and supporting strategic initiatives within the organization.Key Responsibilities:As a Senior FP&A and Transactions Analyst, you...

  • Senior Financial Planning and Analysis Specialist

    4 weeks ago

    Stamford, Connecticut, United States Sacred Heart University Full time

    Position Overview:The Financial Planning and Analysis team at Sacred Heart University is seeking a dedicated Senior Analyst specializing in FP&A and Transactions. This role is pivotal in steering the financial strategy and operational excellence of the institution, contributing to a forward-thinking educational environment.Key Responsibilities:As a Senior...

Financial Advisor

3 months ago

Stamford, Connecticut, United States LPL Financial Full time

Financial Advisor – Valley Strong Credit Union

Your career path should lead to real opportunity

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Valley Strong Credit Union in Fairfield, CA would allow you to join the Investment Program at Valley Strong Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Valley Strong Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Valley Strong Credit Union for financial solutions. This position will offer:

  • The ability to build a strong client base with the credit union's exceptional referral system
  • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
  • The opportunity to find new clients via the credit union's member base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the credit union's reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client's goals

Whatever your vision of success, we're with you every step of the way.

Requirements:

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Valley Strong Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Valley Strong Credit Union.

Tracking #

Pay Range: The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.