Current jobs related to Senior Wealth Advisor - Westport, Connecticut - Judson Group
-
Senior Financial Planning Associate
2 weeks ago
Westport, Connecticut, United States Claire Myers Consulting Full timeWe are seeking a highly skilled Senior Financial Planning Associate to join our team at Claire Myers Consulting. As a Senior Financial Planning Associate, you will support the senior advisor on client meetings, develop relationships with clients, and conduct reviews to ensure their investment and advanced planning strategies are aligned with their goals.Key...
-
Financial Services Manager
4 weeks ago
Westport, Connecticut, United States Claire Myers Consulting Full timeRelationship Manager OpportunityClaire Myers Consulting is seeking a skilled Relationship Manager to support our dynamic boutique wealth management firm in Westport, CT. As a key member of our team, you will play a crucial role in educating clients on financial matters and empowering them to live their best lives.ResponsibilitiesCollaborate with senior...
-
Westport, Connecticut, United States Bridgewater Associates Full timeAbout BridgewaterBridgewater Associates is a leading asset management firm, renowned for delivering unparalleled insight and partnership to the world's most sophisticated institutional investors.Our investment process is driven by a relentless pursuit of understanding how global markets and economies function, leveraging cutting-edge technology to validate...
-
Wealth Management Client Associate
4 weeks ago
Westport, Connecticut, United States Bank of America Full timeJob Summary:This role is responsible for providing exceptional client service support to Financial Advisors (FAs) at Bank of America. The ideal candidate will be a detail-oriented and self-motivated individual with excellent communication skills.Key Responsibilities:Provide timely and accurate client materials, ensuring seamless communication with FAs and...
-
Financial Planning Associate
3 weeks ago
Westport, Connecticut, United States Claire Myers Consulting Full timeRole SummaryWe are seeking a highly motivated and detail-oriented Financial Planning Associate to join our team at Claire Myers Consulting. As a Financial Planning Associate, you will play a key role in supporting our senior advisors in client meetings, building relationships with clients, and understanding our firm's financial planning philosophy.Key...
-
Senior Financial Analyst
4 weeks ago
Westport, Connecticut, United States Vaco Full timeSenior Accountant Job DescriptionWe are seeking a highly skilled and experienced Senior Accountant to oversee the financial operations of our company. The ideal candidate will have a strong background in accounting, financial analysis, and leadership.Key Responsibilities:Financial Reporting: Prepare and analyze monthly, quarterly, and annual financial...
-
Internal Investment Sales Representative
2 weeks ago
Westport, Connecticut, United States NEOS Investments Full timeAbout NEOS Investments:We are a dynamic ETF asset manager based in the United States. Our firm leverages quantitative approaches to craft yield enhancement and risk mitigation investment solutions. Built on decades of research and experience, NEOS Investments aims to empower investors with portfolio building blocks that provide high income, tax efficiency,...
-
Senior Wealth Advisor
2 months 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...
-
Second Chair Advisor
6 days ago
Westport, CT, United States Lead Advisor Full timeLead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at jobs.lead-advisor.comOur client, an award-winning wealth management and planning practice in Westport, is hiring a Second Chair Advisor to continue to deliver first class service to their clients.The ideal...
-
Service Advisor
3 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...
-
Westport, United States HighTower Full timeA boutique multi-family office advisory practice serving the sophisticated wealth needs of individuals, families, and their related businesses and organizations. We provide a concierge approach to our clients, fostering a collaborative and transparent relationship with every member of the client's team ensuring accountability and successful implementation of...
-
Relationship Manager
3 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...
-
Relationship Manager
7 days ago
Westport, CT, 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...
-
Senior Accountant
2 weeks ago
Westport, United States Virtual Full timeJob Title: Senior Accountant Job Overview: We are seeking a meticulous and experienced Senior Accountant to join our team. The Senior Accountant will be responsible for overseeing the financial operations of the company, ensuring accuracy and compliance with accounting standards. This role requires strong analytical skills, attention to detail, and the...
-
Senior Accountant
2 weeks ago
Westport, United States Vaco Full timeJob Title: Senior AccountantJob Overview: We are seeking a meticulous and experienced Senior Accountant to join our team. The Senior Accountant will be responsible for overseeing the financial operations of the company, ensuring accuracy and compliance with accounting standards. This role requires strong analytical skills, attention to detail, and the...
-
Associate Attorney
3 weeks ago
Westport, United States Needle Cuda Divorce & Family Law Full timeCompany DescriptionNeedle Cuda Divorce & Family Law is a "high touch" law firm located in Westport, CT, specializing in Divorce and Family Law matters for ultra-high-net-worth clients. With a focus on execeptional client service, we provide personalized and informed guidance to help our clients make confident decisions and move their lives forward. Our areas...
-
Associate Attorney
1 week ago
Westport, United States Needle Cuda Divorce & Family Law Full timeCompany DescriptionNeedle Cuda Divorce & Family Law is a "high touch" law firm located in Westport, CT, specializing in Divorce and Family Law matters for ultra-high-net-worth clients. With a focus on execeptional client service, we provide personalized and informed guidance to help our clients make confident decisions and move their lives forward. Our areas...
-
Associate Attorney
4 months ago
Westport, United States Needle Cuda Divorce & Family Law Full timeCompany DescriptionNeedle Cuda Divorce & Family Law is a "high touch" law firm located in Westport, CT, specializing in Divorce and Family Law matters for ultra-high-net-worth clients. With a focus on execeptional client service, we provide personalized and informed guidance to help our clients make confident decisions and move their lives forward. Our areas...
-
Internal Investments Sales Specialist
2 months ago
Westport, United States NEOS Investments Full timeAbout us:NEOS Investments, LLC is an innovative ETF asset manager based in Westport, CT. The firm utilizes quantitative approaches to deliver yield enhancement and risk mitigation investment solutions. Built on decades of research and experience, NEOS aims to empower investors of all sizes with portfolio building blocks that provide high income, tax...
Senior Wealth Advisor
2 months ago
Judson 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 for clients.
- Collaborate with clients to understand their financial goals and objectives.
- Provide expert advice on investment strategies and portfolio management.
- Build and maintain strong relationships with clients through regular communication and updates.
- Participate in business development initiatives to identify new business opportunities.
Requirements:
- 5+ years of experience in wealth management or a related field.
- BA/BS degree required; advanced degree preferred.
- CFP/CFA and other designations preferred.
- Strong business development track record.
- Experience with CRM, financial planning software, and portfolio accounting software.
What We Offer:
Competitive compensation, bonus, and benefits package.
Location:
Westport, Connecticut
