Current jobs related to Senior Wealth Management Consultant - Stamford, Connecticut - New York Life

  • Wealth Management Advisor

    2 weeks ago

    Stamford, Connecticut, United States AllianceBernstein Full time

    About UsBernstein Private Wealth Management is a leading provider of wealth management services, offering a unique approach to addressing the complexities of wealth. Our team of experts provides customized solutions to high-net-worth clients, leveraging a vast network of resources to meet their values and needs.Our ApproachWe take a holistic approach to...

  • Wealth Management Advisor

    7 days ago

    Stamford, Connecticut, United States AllianceBernstein Holding L.P. Full time

    About Bernstein Private Wealth ManagementBernstein Private Wealth Management is 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 experts specializes in addressing challenges that extend well beyond wealth management by offering a vast network of resources...

  • Wealth Management Planning Consultant

    2 weeks ago

    Stamford, Connecticut, United States Fidelity TalentSource LLC Full time

    Job Description:Fidelity Investments is seeking a skilled Wealth Management Planning Consultant to join our team. As a key member of our Private Wealth Management team, you will play a critical role in building strong, personal relationships with our clients and delivering exceptional customer service.The Expertise We're Looking ForFINRA Series 7 & 63...

  • Senior Wealth Advisor

    2 weeks ago

    Stamford, Connecticut, United States Citigroup Inc Full time

    Job SummaryCitigroup 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 relationships with existing...

  • Wealth Management Planning Specialist

    4 weeks ago

    Stamford, Connecticut, United States Fidelity TalentSource LLC Full time

    Job 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,...

  • Wealth Management Advisor

    4 weeks ago

    Stamford, Connecticut, United States AllianceBernstein Holding L.P. Full time

    About 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...

  • Wealth Management Associate

    1 month ago

    Stamford, Connecticut, United States Equitable Services Full time

    Join 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...

  • Fund Operations Specialist

    1 week ago

    Stamford, Connecticut, United States AMG Wealth Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Senior Associate to join our Product Services team at AMG Wealth. As a key member of our team, you will be responsible for assisting with accounting and fund oversight, custody, treasury, and financial reporting activities.Key ResponsibilitiesReview and analyze monthly accounting reports,...

  • VP/Wealth Management Advisor

    3 weeks ago

    Stamford, Connecticut, United States AllianceBernstein Holding L.P. Full time

    About BernsteinBernstein Private Wealth Management is a leading provider of wealth management services, offering a unique approach to advising high-net-worth clients on planning for and living with the complexities of wealth.Our team of experts specializes in addressing the challenges that come with wealth, providing a vast network of resources tailored to...

  • Wealth Management Service Associate

    2 months ago

    Stamford, Connecticut, United States Fidelity Investments Full time

    Job Overview To qualify for this position, your primary residence must be situated within a reasonable distance from the designated branch locations. Wealth Management Associate We are pleased to present an exceptional opportunity for a remote, licensed Wealth Management Service Associate in the Greater Tri-State area. While this role allows for...

  • Wealth Management Professional

    1 week ago

    Stamford, Connecticut, United States gpac Full time

    Job OpportunityGPAC is pleased to partner with a boutique firm in lower Fairfield County, offering highly customized, comprehensive wealth management and investment services. They are seeking a Portfolio Manager to grow an established book.This could be an ideal opportunity for an independent Planner or Advisor with their own RIA, looking for more marketing,...

  • Credit Executive

    2 months ago

    Stamford, Connecticut, United States Bank of America Full time

    About 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...

  • Wealth Management Associate

    4 weeks ago

    Stamford, Connecticut, United States Equitable Services Full time

    Unlock 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...

  • VP/Wealth Advisor

    1 week ago

    Stamford, Connecticut, United States AllianceBernstein Holding L.P. Full time

    About BernsteinBernstein Private Wealth Management is a leading provider of wealth management services to high-net-worth clients. Our team of experts advises clients on planning for and living with the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources...

  • Private Wealth Manager

    1 month ago

    Stamford, Connecticut, United States Franklin Templeton Investments Full time

    Unlock 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,...

  • High Networth Financial Consultant

    1 month 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...

  • Wealth Management Specialist

    4 weeks ago

    Stamford, Connecticut, United States Equitable Advisors Full time

    Unlock 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...

  • Senior Legal Project Manager

    1 week ago

    Stamford, Connecticut, United States Management Business Solutions Full time

    Job Title: Senior Legal Project ManagerManagement Business Solutions is seeking a highly skilled Senior Legal Project Manager to join our team. As a key member of our legal services team, you will be responsible for managing complex legal projects from initiation to completion, ensuring timely delivery, and exceeding client expectations.Key...

  • Tax Senior Manager

    2 weeks ago

    Stamford, Connecticut, United States RSM US LLP Full time

    Job SummaryWe are seeking a highly skilled Tax Senior Manager to join our team at RSM US LLP. As a Tax Senior Manager, you will be responsible for advising Financial Fund Executive clients on all stages of a fund lifecycle, from growth and expansion to maturity and exit transition. This includes advising on a full spectrum of tax services, including income...

  • Wealth Management Specialist

    3 weeks ago

    Stamford, Connecticut, United States Equitable Advisors Full time

    Unlock 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...

Senior Wealth Management Consultant

2 months ago

Stamford, Connecticut, United States New York Life Full time
Wealth Management Consultant Job Overview

We are seeking a Senior Wealth Management Consultant to become a vital part of our organization, delivering customized financial strategies to help clients achieve their enduring financial goals.

Key Responsibilities:

  • Provide expert advice to clients regarding financial planning and investment options
  • Assess clients' financial situations and propose appropriate strategies
  • Develop presentations showcasing a range of financial services
  • Review and report on investment performance to clients
  • Build and maintain relationships with both prospective and current clients

Qualifications:

  • Demonstrated experience in finance, banking, or a related sector
  • Familiarity with various investment vehicles and financial services
  • Proven ability to connect with clients and build trust
  • Strong analytical capabilities and problem-solving aptitude
  • Exceptional communication skills, both written and verbal

About New York Life:

New York Life is dedicated to providing financial stability and assurance through our comprehensive insurance, annuity, and investment offerings. We operate with a commitment to integrity and compassion, serving as responsible stewards for the long term. Our focus is on doing what is right for our clients and the community, ensuring we are there for our policyholders when they need us most.

Our mission is to partner with clients to create a secure financial future, preparing them for life's unexpected events. Established in 1845, we have a rich legacy of honoring our commitments and assisting individuals and businesses in safeguarding their financial health.

New York Life prioritizes honesty and service, striving to meet our clients' needs and uphold their trust. As an Equal Opportunity Employer, we embrace diversity and inclusion within our workforce.