Wealth Management Specialist
5 days ago
A culture of growth with a firm that supports your success. At Equitable Advisors, we empower you to build a thriving practice and achieve your goals.
We're here to help you grow your business, be your strategic resource, and provide you with the tools, products, and platform to deliver an outstanding client experience. Together, we help you achieve your goals through:
- Open-architecture platform for client solutions
- Elite benefits and wealth-building programs
- Competitive payouts
- Operation and compliance infrastructure support
We know that making a move is a big decision. So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
At a glance:
- More than 2.8 million clients
- More than $220 billion assets under management
- More than 4,300 financial professionals
- More than 190 Elite Advisor Group firms
- 80 branch offices
Join us in building a brighter future for your clients and yourself.
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Wealth Management Advisor
3 weeks ago
Stamford, Connecticut, United States AllianceBernstein Full timeAbout 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...
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Wealth Management Advisor
6 days ago
Stamford, Connecticut, United States AllianceBernstein Holding L.P. Full timeAbout BernsteinBernstein Private Wealth Management is a leading provider of wealth management services, advising high-net-worth clients on planning for and living with the complexities of wealth. Our team of experts specializes in addressing challenges that extend beyond wealth management, offering a vast network of resources tailored to clients' values and...
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Wealth Management Associate
3 weeks ago
Stamford, Connecticut, United States Equitable Services Full timeJoin Our Team as a Wealth Management AssociateWe are seeking a highly motivated and results-driven Wealth Management Associate to join our team at Equitable Advisors. As a key member of our Retirement Benefits Group, you will play a critical role in helping individuals and organizations achieve their financial goals.About the RoleAs a Wealth Management...
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Wealth Management Planning Specialist
2 weeks ago
Stamford, Connecticut, United States Fidelity TalentSource LLC Full timeJob Description:Fidelity Investments is seeking a skilled Wealth Management Planning Consultant to join our team. As a key player in our Private Wealth Management team, you will be responsible for providing exceptional customer service to our most sophisticated and valued clients.Key Responsibilities:Provide high-touch relationship management to clients,...
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Wealth Management Specialist
2 days ago
Stamford, Connecticut, United States Equitable Advisors Full timeUnlock Your Potential with Equitable AdvisorsA culture of growth with a firm that supports your success. At Equitable Advisors, we empower you to build a thriving practice and achieve your goals.We're here to help you grow your business, be your strategic resource, and provide you with the tools, products, and platform to deliver an outstanding client...
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Credit Executive
1 month ago
Stamford, Connecticut, United States Bank of America Full timeAbout the RoleThe Credit Executive is a key client-facing position within the Global Wealth and Investment Management division of Bank of America. This role is responsible for developing and maintaining relationships with high-net-worth clients, driving revenue growth, and ensuring the delivery of customized credit solutions.Key ResponsibilitiesLead the...
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Wealth Management Associate
1 week ago
Stamford, Connecticut, United States Equitable Services Full timeUnlock Your Potential as a Wealth Management AssociateAt Equitable Advisors, we're dedicated to helping our clients achieve financial freedom and security. As a Wealth Management Associate, you'll play a vital role in delivering exceptional customer experiences and building long-term relationships with our clients.Our TeamOur Financial Professionals are...
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Private Wealth Manager
2 weeks ago
Stamford, Connecticut, United States Franklin Templeton Investments Full timeUnlock Your Potential with Franklin Templeton InvestmentsOShaughnessy Asset Management (OSAM) is a subsidiary of Franklin Templeton, a global leader in asset management, wealth management, and fintech. Our diverse range of services enables us to provide innovative solutions for investors seeking to achieve their goals.With a presence in over 150 countries,...
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Senior Wealth Management Advisor
4 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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Wealth Management Client Associate
4 weeks ago
Stamford, Connecticut, United States The Bank of America Corporation Full timeOur MissionAt The Bank of America Corporation, we strive to make a positive impact on the financial lives of our clients. Our goal is to provide exceptional client service and support, while fostering a culture of responsible growth and innovation.Key ResponsibilitiesProvide personalized financial guidance and advice to clientsDevelop and maintain strong...
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Credit Executive
3 weeks ago
Stamford, Connecticut, United States Bank of America Full time{"Responsibilities": "\t• Develop and execute a growth strategy for funded loans and revenue, while mitigating risks and adhering to regulatory requirements\t• Build and maintain relationships with market leadership, advisors, and clients, while establishing credibility\t• Create a client-centric culture by applying in-depth knowledge of clients,...
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Senior Wealth Advisor
3 weeks 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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Investment Product Specialist
3 weeks ago
Stamford, Connecticut, United States Northern Trust Corporation Full timeAbout Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial solutions.Role SummaryThe Associate Product Specialist will play a key role in supporting...
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Stamford, Connecticut, United States Northern Trust Corporation Full timeAbout Northern Trust Corporation:Northern Trust Corporation is a leading global financial institution that has been in continuous operation since 1889.We are proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and...
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Associate Product Specialist, Investments
3 weeks ago
Stamford, Connecticut, United States Northern Trust Corporation Full timeAbout Northern TrustNorthern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.Role SummaryThe Associate Product Specialist will play a key role in...
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Administrative Support Specialist
3 weeks ago
Stamford, Connecticut, United States IST Management Full time### Job Summary We are seeking a highly skilled and detail-oriented Administrative Support Specialist to join our team at IST Management. As a key member of our office services team, you will provide administrative support services at our client site locations in the Stamford, CT area. ### Key Responsibilities * Provide exceptional customer service to...
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Commercial Credit Relationship Manager
3 days ago
Stamford, Connecticut, United States Bank of America Full timeAbout the RoleThe Credit Executive is a key client-facing position within the Global Wealth and Investment Management division of Bank of America. This role is responsible for developing and maintaining strong relationships with high-net-worth clients, driving revenue growth, and ensuring the delivery of customized credit solutions that meet the unique needs...
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Multifamily Operations Specialist
4 weeks ago
Stamford, Connecticut, United States Blt Management Llc Full timeJob SummaryWe are seeking a highly skilled Multifamily Operations Specialist to join our team at Blt Management Llc. The successful candidate will be responsible for assisting with all aspects of multifamily operations, ensuring seamless day-to-day management.Key ResponsibilitiesAssist in all facets of multifamily operations, ensuring seamless day-to-day...
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Senior Client Relationship Manager
5 days ago
Stamford, Connecticut, United States Cambridge Bancorp Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Relationship Manager to oversee the general administration of client relationships and perform a wide variety of responsibilities related to serving clients. As a key member of our Wealth Management team, you will be responsible for managing all administrative aspects of a portfolio of Wealth...
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Energy Management Specialist
4 weeks ago
Stamford, Connecticut, United States Castleton Commodities International Full time{"title": "Energy Management Specialist", "content": "Job SummaryCastleton Commodities International is seeking an experienced Energy Management Specialist to join our US Physical Power business in Stamford, CT. This role will play a critical part in the business, overseeing commercial functions related to energy management services for internal and external...