Financial & Wealth Advisors

3 hours ago

Fairfield, CT, United States Staffworthy Full time

About the job Financial & Wealth Advisors

Financial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create passive income streams, etc.Clients include large broker-dealers, RIA Custodians, Independent RIAs, Banks, and Private Wealth Advisory firms across the U.S.

Candidate Profile:

  • Should have your own client portfolio that you manage. Minimum book of business $30-40m.
  • Has not been recently terminated from another advisor role.
  • Located in the United States.
  • Is not encumbered by a non-compete or non-solicit.
  • May be an independent looking for a better support structure.
  • May want to work with a team that will allow for an exit strategy - a succession plan.
  • May be a small group of advisors looking for marketing and operational support that will allow for more rapid growth.
  • Whatever the situation, we likely can find you a home. The key is your ability to bring your existing clients with you.

  • Senior Wealth Advisor

    2 weeks ago

    Fairfield, CT, United States Wilmington Trust Full time

    Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads...

  • Senior Wealth Advisor

    2 weeks ago

    Fairfield, CT, United States Wilmington Trust Full time

    Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads...

  • Senior Wealth Advisor

    2 weeks ago

    Fairfield, CT, United States M&T Bank Full time

    Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads...

  • Senior Wealth Advisor

    2 weeks ago

    Fairfield, CT, United States M&T Bank Full time

    Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads...

  • Senior Wealth Advisor

    4 days ago

    Fairfield, CT, United States M&T Bank Full time

    Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads...

  • Senior Wealth Advisor

    7 days ago

    Fairfield, CT, United States M&T Bank Full time

    Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads...

  • Senior Wealth Advisor

    1 week ago

    Fairfield, CT, United States M&T Bank Full time

    Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads...

  • Financial Advisor

    4 days ago

    Fairfield, CT, United States Fidelity Investments Full time

    At Fidelity Investments, we recognize the immense value of your exceptional knowledge and integrity. You will play a pivotal role in guiding clients through their wealth management and retirement planning strategies, fostering long-term trust and relationships. Join our team, where we invest in your growth with top-tier products, advanced technology, and a...

  • Financial Advisor

    1 day ago

    Fairfield, CT, United States Fidelity Investments Full time

    At Fidelity Investments, we recognize the immense value of your exceptional knowledge and integrity. You will play a pivotal role in guiding clients through their wealth management and retirement planning strategies, fostering long-term trust and relationships. Join our team, where we invest in your growth with top-tier products, advanced technology, and a...

  • Financial Solutions Advisor Registration Candidate

    4 days ago

    Fairfield, CT, United States Bank of America Full time

    Financial Solutions Advisor Registration Candidate - Southern CT Market Westport, Connecticut;Southbury, Connecticut; Cheshire, Connecticut; Fairfield, Connecticut; Norwalk, Connecticut To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of...