Wealth Management Consultant

1 week ago


Fairfield Connecticut, United States CCG Business Solutions, LLC Full time
Job Overview:
We are looking for a dedicated and skilled Wealth Management Consultant to provide exceptional financial guidance and investment strategies to our clientele. The ideal candidate will focus on understanding individual financial aspirations and crafting tailored plans to help clients achieve their objectives.

Key Responsibilities:
  • Deliver comprehensive financial advisory services, including investment management, portfolio evaluation, and retirement planning.
  • Formulate and execute investment strategies aligned with clients' risk profiles, financial goals, and overall circumstances.
  • Perform detailed financial assessments, encompassing tax optimization, estate planning, and trust management.
  • Generate and analyze financial documentation, such as account summaries, financial statements, and tax filings.
  • Recommend suitable financial instruments and services, including stocks, mutual funds, insurance options, and various investment avenues.
  • Cultivate and sustain strong relationships with clients to ensure their financial security and satisfaction.
  • Remain informed about market dynamics, regulatory updates, and industry trends to uphold a high level of expertise in financial services.

Why Consider CCG Business Solutions, LLC:
Support Framework:
Many financial consultants encounter challenges in their operations without adequate support.

Our organization offers essential resources to alleviate operational burdens, enabling consultants to focus on delivering superior service to their clients.


Opportunities for Advancement:
With the right support, consultants can substantially expand their client base and enhance the value of their practice.

Some structures we provide facilitate rapid growth through strategic acquisitions, allowing consultants to scale their operations and benefit from increased business valuation.


Exit Strategy Planning:

Consultants seeking a well-defined exit strategy will find firms that offer structured succession plans, ensuring a seamless transition and maximizing the value of their practice.


Comprehensive Benefits Package:

Depending on the consultant's aspirations, available options may include a base salary, benefits, office resources, administrative support, compliance assistance, and more.



  • Fairfield, United States Ripple Effect Management Full time $50,000 - $62,000

    Job DescriptionJob DescriptionDo you want to join a fast-paced, growing organization that values its customers, communities, and employees? Join our thriving firm today! We are searching for dedicated leaders who are full of positivity and excitement and are always up to new challenges. Ripple Effect is a leading Business Consulting and Management Firm in...


  • Fairfield, United States Ripple Effect Management Full time

    Job DescriptionJob DescriptionDo you want to join a fast-paced, growing organization that values its customers, communities, and employees? Join our thriving firm today! We are searching for dedicated leaders who are full of positivity and excitement and are always up to new challenges. Ripple Effect is a leading Business Consulting and Management Firm in...


  • Fairfield, California, United States Ripple Effect Management Full time

    Job OverviewAre you ready to be part of a dynamic and expanding organization that prioritizes its clients, communities, and workforce? Ripple Effect Management is seeking enthusiastic leaders who embrace positivity and thrive on new challenges.The Strategic Business Consultant will play a crucial role in enhancing profitability by collaborating with the...

  • Management Consultant

    4 weeks ago


    Fairfield, United States Response Inc. Full time

    Job DescriptionJob DescriptionAre you ready to make a change in your career? Are you ready to catapult yourself and your skillset to the next level? Response Inc. is searching for an entry-level Management Consultant who is looking to do just that! As a top leader in the Sales, Marketing, and Business Consulting industry, we take great pride in leading with...


  • Fairfield, Connecticut, United States Discovery Behavioral Health DBH Full time

    Job OverviewThe Regional HR Business Consultant plays a pivotal role in facilitating employee and facility management in alignment with Discovery Behavioral Health's established protocols. This position is integral to the mission and objectives of Discovery Behavioral Health.Key Responsibilities:- Deliver strategic and operational HR guidance to facilities...

  • Financial Advisor

    1 month ago


    Fairfield, United States M&T Bank Full time

    Overview: Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance from high net worth customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based...


  • Fairfield, United States Sacred Heart University Full time

    Location: REMOTE and/or HYBRID (client visits may be required depending on the project) Duration: Part-time over a span of 12 Weeks, with potential for extension. Type: Part-time, 5-15 hours a week depending on your schedule 1. Who We Are & What We Offer At StudentBrains Consulting, we don’t just hire students; we nurture future leaders. With no prior...


  • Fairfield, Ohio, United States Power Wellness Full time

    Fitness Sales ConsultantJoin Power Wellness, a leader in health and wellness management, as we seek enthusiastic individuals to fill the role of Fitness Sales Consultant. This position is vital to enhancing our member experience and driving our mission forward.Role Overview:As a Fitness Sales Consultant, you will play a crucial role in welcoming new members...

  • Senior Tax Consultant

    2 weeks ago


    Fairfield, New Jersey, United States Mitchell Martin Full time

    Company Overview: Mitchell Martin is a leader in providing tailored solutions in financial management, encompassing accounting, taxation, auditing, and advisory services. We are currently in search of a Senior Tax Consultant to enhance our team.Position Details:Location: HybridEmployment Type: Full TimeRole Summary:As a Senior Tax Consultant, you will play a...

  • Kiosk Sales Consultant

    19 hours ago


    Fairfield, United States Victra - Verizon Wireless Premium Retailer Full time

    Kiosk Sales ConsultantJoin Victra, Verizon's Largest Premium Retailer in the U.S.Victra is looking for Kiosk Sales Consultants who deliver world-class service to Every Guest. Every Time. You will be the face of Victra, executing our sales process and sharing your product knowledge to connect our guests to what matters most. We offer uncapped earning...


  • Fairfield, United States CCG Business Solutions, LLC Full time

    Job DescriptionOverview:We are seeking a highly motivated and experienced Financial Advisor to join our team. The successful candidate will be responsible for providing personalized financial planning and investment management services to our clients. The Financial Advisor will work closely with our clients to understand their financial goals and develop...

  • Physical Therapist

    3 months ago


    Fairfield, United States Essex Regional Educational Services Commission Full time

    Position Type: Special Services & Grants: Non-Public/Public Date Posted: 6/11/2024 Location: Essex, Hudson, Morris, Passaic and other counties Closing Date: Until Filled RESPONSIBILITIES: General Consulting Services Provides recommendations for therapeutic intervention of the special needs population within the school setting. Advises on special equipment...


  • Fairfield, California, United States Solano County Full time

    OverviewSolano County is a vibrant community where individuals can thrive both personally and professionally. Our workforce is our most valuable resource, and we are dedicated to fostering an environment that encourages innovative solutions and collaborative problem-solving.Position SummaryThe Senior Human Resources Consultant plays a pivotal role in...


  • Fairfield, United States Maritime Chevrolet Full time

    Job DescriptionJob DescriptionJob Description:Maritime Chevrolet is hiring a Business Development Customer Consultant   If you believe Customer Service is a true craft -- one built on charisma, communication and thorough product knowledge (we'll happily teach you everything you need to know) -- we want to talk to you! The Customer Service BDC...

  • Senior Consultant

    2 months ago


    Fairfield, United States Vaco Full time

    THIS ROLE IS NOT AVAILABLE FOR C2C OR VISA SPONSORSHIPWe currently have a remote contract-to-hire opportunity available for a Sr. IT Consultant with expertise in PLM. This role would be primarily remote, however, travel up to 25% is required. A bachelor's or graduate degree in business administration, IT, Computer Science, Engineering, or Food Science is...

  • Senior Tax Consultant

    2 weeks ago


    Fairfield, New Jersey, United States Jobot Full time

    Position OverviewThis opportunity is presented by Jobot, a leading provider of customized accounting and financial services. We are currently seeking a Senior Tax Consultant to enhance our team.CompensationSalary: $120,000 - $160,000 per annumAbout UsWe specialize in delivering tailored financial solutions, particularly focusing on investment banking and...

  • Project Manager

    3 weeks ago


    Fairfield, United States Stira Pharmaceuticals Full time

    Company DescriptionStira Pharmaceuticals, a Sterile Injectable CDMO, focuses on the development and manufacturing of small molecules and peptides. With a team of adept scientists, the company leverages proprietary technology platforms and a wealth of experience to tackle complex product development. They provide a comprehensive suite of services,...

  • Project Manager

    3 weeks ago


    Fairfield, United States Stira Pharmaceuticals Full time

    Company DescriptionStira Pharmaceuticals, a Sterile Injectable CDMO, focuses on the development and manufacturing of small molecules and peptides. With a team of adept scientists, the company leverages proprietary technology platforms and a wealth of experience to tackle complex product development. They provide a comprehensive suite of services,...


  • Fairfield, United States Luxury Bath Technologies Full time

    Job DescriptionJob DescriptionLuxury Bath of Sacramento is one of the fastest growing brands in the acrylic bath remodeling industry. We are looking for quality people to join our winning team. Our goal is simple, to beautify bathrooms across North America by manufacturing and installing attractive, durable and maintenance-free bath remodeling fixtures....


  • Fairfield, United States Luxury Bath Technologies Full time

    Job DescriptionJob DescriptionLuxury Bath of Sacramento is one of the fastest growing brands in the acrylic bath remodeling industry. We are looking for quality people to join our winning team. Our goal is simple, to beautify bathrooms across North America by manufacturing and installing attractive, durable and maintenance-free bath remodeling fixtures....