High Networth Financial Advisor
4 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 unparalleled opportunity.
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Business Solutions Advisor
4 days ago
Stamford, United States Bank of America Full timeBusiness Solutions Advisor - High Ridge Financial Center 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. We’re devoted to being a diverse and...
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Financial Advisor
4 months ago
Stamford, United States Lenox Advisors Full timeJob Description If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life - and that of everyone you touch. As a Lenox Advisor,...
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Financial Advisor
5 months ago
Stamford, United States Lenox Advisors Full timeJob DescriptionJob DescriptionIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life – and that of everyone you touch.As a...
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Financial Investment Advisor
3 weeks ago
Stamford, Connecticut, United States Charles Schwab Full timePosition 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...
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Elite Financial Advisor for Wealthy Patrons
3 weeks ago
Stamford, Connecticut, United States Talent Focus Executive Search and Consulting Full timeExplore 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...
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Financial Services Summer Intern
3 weeks ago
Stamford, Connecticut, United States Rockefeller Financial Full timeAbout 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...
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Experienced Financial Advisor
3 months ago
Stamford, United States New York Life Full timeJob DescriptionJob DescriptionWe are seeking an Experienced Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.Responsibilities:Advise clients on investment strategies and other financial decisionsAssess clients' assets, liabilities and overall financial...
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Stamford, United States Jobs via eFinancialCareers 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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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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Investment and Financial Strategy Consultant
3 weeks ago
Stamford, Connecticut, United States CCG Business Solutions, LLC Full timePosition 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...
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Product Specialist
2 months ago
Stamford, United States Wintrust Financial Full timeWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...
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Senior Wealth Advisor
7 days ago
Stamford, Connecticut, United States Citigroup Inc Full timeJob 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...
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Financial Services Professional
2 weeks ago
Stamford, Connecticut, United States Equitable Services Full timeJob 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...
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Senior Wealth Management Advisor
2 weeks ago
Stamford, Connecticut, United States Citigroup Inc Full timeJob 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...
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Financial Analyst Internship
3 weeks ago
Stamford, Connecticut, United States Rockefeller Financial Full timeAbout Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm established in 2018. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm offers strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30...
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Wealth Management Advisor
2 weeks ago
Stamford, Texas, United States AllianceBernstein Holding L.P. Full timeAbout AllianceBernstein Holding L.P.We are a leading wealth management firm that advises high-net-worth clients on planning for and living with the complexities that come with wealth. Our team of specialists takes a holistic approach to wealth management, offering a vast network of resources customized to clients' values and needs.Our ApproachWe are...
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Real Estate Financial Analyst
3 weeks ago
Stamford, Connecticut, United States Creative Financial Staffing Full timeJoin a Leading Real Estate Firm as a Property AccountantCreative Financial Staffing is partnering with a distinguished real estate organization to find a skilled Property Accountant. This position is essential for overseeing the financial accounting and reporting for a specific portfolio of properties, working closely with the Group Controller to guarantee...
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Financial Operations Manager
5 hours ago
Stamford, Connecticut, United States Creative Financial Staffing Full timeController Job DescriptionAt Creative Financial Staffing, we are seeking a seasoned Controller to oversee the month-end close process and play a crucial role in managing the financial operations of our client, a leading manufacturer of natural snack foods.About the Company:Our client is a renowned manufacturer of innovative products with an impressive growth...
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Commercial Property Financial Manager
3 weeks ago
Stamford, Connecticut, United States Creative Financial Staffing Full timeExciting Career Opportunity: Property Accountant with a Leading Real Estate FirmCreative Financial Staffing is partnering with a distinguished real estate organization to find a skilled Property Accountant. This position entails overseeing the financial accounting and reporting for a specific portfolio of properties while working closely with the Group...
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Financial Services Representative
2 weeks ago
Stamford, Connecticut, United States Equitable Services Full timeJob 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...