Current jobs related to Associate Financial Advisor - Westport - Lead Advisor
-
Financial Planning Associate
4 weeks ago
Westport, Connecticut, United States Lead Advisor Full timeLead Advisor, LLC is a premier consulting and recruitment firm specializing in wealth management. This opportunity is for one of our esteemed clients. Explore additional wealth management roles at our platform.Our client, a distinguished wealth management and advisory practice, is seeking a Financial Planning Associate to uphold their commitment to...
-
Financial Planning Associate
4 weeks ago
Westport, Connecticut, United States Lead Advisor Full timeLead Advisor, LLC is a premier consulting and recruitment firm specializing in wealth management. This opportunity is for one of our esteemed clients. Explore additional wealth management roles at our platform.Our client, a distinguished wealth management and advisory practice, is seeking a Financial Planning Associate to uphold their commitment to...
-
Financial Planning Associate
1 month ago
Westport, Connecticut, United States Lead Advisor Full timeCompany Overview: Lead Advisor, LLC is a distinguished consulting firm specializing in wealth management and advisory services. This position is associated with one of our esteemed clients. Position Summary: Our client, recognized for excellence in wealth management and financial planning, is seeking a Paraplanner to enhance their commitment to providing...
-
Financial Advisor Trainee
2 weeks ago
Westport, Connecticut, United States Raymond James Full timeFinancial Advisor Trainee ProgramAt Raymond James, we are committed to developing the next generation of financial advisors through our comprehensive Advisor Mastery Program (AMP). As a Financial Advisor Trainee, you will embark on a holistic journey of learning and growth, equipping you with the technical and sales skills necessary to succeed in this...
-
Financial Advisor Trainee
1 week ago
Westport, Connecticut, United States Raymond James Full timeJob Summary:The Raymond James Financial Advisor Trainee Program is a comprehensive education and training program designed to equip the next generation of financial advisors with the skills and knowledge needed to succeed in the industry. Through a combination of distance learning, apprenticeship, and training at the firm's international headquarters,...
-
Financial Planning Specialist
3 weeks ago
Westport, Connecticut, United States Ameriprise Financial Full timeJob Summary:Ameriprise Financial is seeking a highly motivated and experienced Financial Planning Specialist to join our team. As a key member of our leadership team, you will be responsible for coaching and training established advisors to drive business growth and excellence.Key Responsibilities:Attend and engage in coaching and training sessions led by...
-
Financial Advisor Trainee
4 months ago
Westport, United States Raymond James Full timeJob Summary: Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position...
-
Financial Services Professional
3 weeks ago
Westport, Connecticut, United States Raymond James Financial Incorporated Full timeJob Summary:At Raymond James Financial Incorporated, we offer a comprehensive education program for the next generation of financial advisors through our Advisor Mastery Program (AMP). This program takes a holistic approach by incorporating training for technical and sales skills to fully position new advisors for success.Key Responsibilities:Become trained...
-
Financial Advisor, Sales Assistant, Trainee
1 month ago
Westport, United States Alliance Global Partners Full time $40,000 - $450,000Job DescriptionJob DescriptionFinancial Advisor Position OpportunityWe are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States.website www.allianceg.comAs we continue to grow, we are seeking established Financial Advisors...
-
Investment Advisor Trainee
3 weeks ago
Westport, Connecticut, United States Raymond James Full timeJob Summary:At Raymond James, we offer a comprehensive education program for the next generation of financial advisors. The Advisor Mastery Program (AMP) takes a holistic approach to training, incorporating technical and sales skills to fully position new advisors for success.Key Responsibilities:As a Financial Advisor Trainee, you will learn to build an...
-
Service Advisor
2 months ago
Westport, United States Claire Myers Consulting Full timeOur client is a dynamic, boutique wealth management firm in Westport, CT with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive...
-
Service Advisor
2 months ago
Westport, United States Claire Myers Consulting Full timeOur client is a dynamic, boutique wealth management firm in Westport, CT with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive...
-
Financial Services Professional
4 weeks ago
Westport, Connecticut, United States Raymond James Full timeJob Summary:The Raymond James Financial Advisor Trainee Program offers a comprehensive education for aspiring Financial Advisors. Through distance learning, apprenticeship, and training at our international headquarters, the program equips trainees with the skills needed for success. Trainees will work with mentors to build their practice, focusing on client...
-
Financial Services Professional
1 week ago
Westport, Connecticut, United States Claire Myers Consulting Full timeRelationship ManagerWe are seeking a highly motivated and detail-oriented Relationship Manager to join our team at Claire Myers Consulting. As a key member of our wealth management firm, you will play a critical role in supporting our senior advisor in client meetings, building relationships with clients, and understanding our financial planning...
-
Financial Services Coordinator
4 weeks ago
Westport, Connecticut, United States Claire Myers Consulting Full timeAbout Claire Myers ConsultingClaire Myers Consulting is a boutique wealth management firm dedicated to empowering individuals and families to achieve their financial goals. Our mission is to provide comprehensive financial planning, investment advisory solutions, and education funding strategies to help our clients navigate their financial journey and...
-
Senior Wealth Advisor
1 week ago
Westport, Connecticut, United States Judson Group Full timeSenior Wealth Advisor OpportunityJudson Group is seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for building and maintaining relationships with high net worth individuals and their families.Key Responsibilities:Develop and implement comprehensive wealth management plans...
-
Financial Services Professional
2 weeks ago
Westport, Connecticut, United States Claire Myers Consulting Full time{"title": "Relationship Manager", "content": "Dynamic Wealth Management Firm Seeks Relationship ManagerClaire Myers Consulting is a boutique wealth management firm in Westport, CT, dedicated to educating the community on financial matters and empowering individuals to live their best lives. We design personalized plans and help clients navigate their...
-
Financial Services Professional
3 days ago
Westport, Connecticut, United States Alliance Global Partners Full timeJob OpportunityWe are a leading investment banking firm with a strong presence in the New York City market, offering a range of services to both retail and institutional clients. Our team is seeking experienced Financial Advisors, Sales Assistants, and Trainees to join our Westport, Connecticut office. As a Financial Advisor, you will be responsible for...
-
Senior Wealth Advisor
1 week ago
Westport, United States Judson Group Full timeJudson Group has partnered by a highly regarded wealth firm in the search for a Senior Wealth Advisor. This individual will work to initiate, cultivate, and maintain relationships with HNW individuals and their families, collaborating with the rest of the team to develop investment solutions that help them achieve their long-term goals. The ability to forge...
-
Senior Wealth Advisor
1 week ago
Westport, United States Judson Group Full timeJudson Group has partnered by a highly regarded wealth firm in the search for a Senior Wealth Advisor. This individual will work to initiate, cultivate, and maintain relationships with HNW individuals and their families, collaborating with the rest of the team to develop investment solutions that help them achieve their long-term goals. The ability to forge...
Associate Financial Advisor
3 months ago
Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.
Our client, an award-winning wealth management and planning practice in Westport, is hiring a an Associate Financial Advisor to continue to deliver first class service to their clients.
The ideal candidate should have some experience working within a wealth management firm, a passion for the financial planning process and interest in a position with a top firm that offers a fast-track, apprentice-based path to becoming a senior financial advisor.
The successful candidate will be a process-driven, detailed-oriented, and structured individual who strives for constant improvement and thrives in a feedback centric environment. The candidate should be an effective communicator and value the support of working closely with a senior advisor.
The primary responsibility of the relationship manager is to assist the senior advisor in client meetings, ensuring all documents are adequately prepared, meeting notes are taken, and action items and next steps are taken immediately following the meeting.
Responsibilities (but not limited to):
• Sit second chair to the senior advisor in client meetings to take explicit notes, build relationships with the clients, and understand the financial planning philosophy.
• Identify and bring to the senior advisor’s attention any new areas of business development for current clients including, but not limited to: planning and new assets, referrals and introductions, next gen, COIs, etc.
• Work with the investment, planning and operations teams to learn and eventually collaborate on analysis, recommendations, and service items.
• Shadow both the director of financial planning to learn the financial planning process and the senior advisor to learn advanced financial planning techniques and strategies.
Qualifications:
• Bachelor’s degree
• Licensed or willingness to get licensed - Series 7 and 66 and LAH insurance license.
• Be a confident and an effective communicator.
• Be coachable.
To succeed at this practice, these qualities are vital:
• Sense of urgency
• Go-getter • High standards
• Detail-oriented
• Takes pride in job well done
• Hard-wired to over deliver
• Prepared
• Process orientated