Associate Investment Advisor - Westport

We are looking for experienced RIAs with $30M+ in assets under management. Typically 20+ years in the business managing client portfolios. Currently independent or part of a small team but looking for better operational and compliance support scalability growth opportunities and ...

Are you looking for a career that will leverage your years of work experience, provide you with the freedom to control your schedule and your income, while making a profound impact in the lives of your clients and your community? As a Financial Services Representative, · ...

A well-established Multi-Family Office in Westport is seeking an investment-oriented client-facing advisor with an entrepreneurial mindset to support the firm's continued growth. · ...

We pride ourselves on building deep long term relationships grounded in trust expertise and an unwavering commitment to exceptional client service. · ...

We are looking for a successful Wealth Advisor who truly loves helping people navigate their complex financial lives. · ...

A well-established, · planning-led fee-based RIA is hiring a Financial Advisor for its Connecticut offices. · This role is ideal for a motivated advisor who thrives in a relationship-based environment and enjoys both servicing existing clients and bringing in new relationships ov ...

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices. We are looking for a successful Wealth Advisor who truly loves helping people navigate their complex financial lives. · We ar ...

We are looking for a successful Wealth Advisor who truly loves helping people navigate their complex financial lives. You will bring Hightower's mission to life, and in doing so, will directly deliver quality client service to our high-net-worth families. · Take primary responsib ...

+Job summary · Investment Research Analyst is a role in wealth management team.This role is ideal for someone who thrives in a collaborative environment and is eager to leverage research tools and portfolio analytics to support client investment decisions. · +Conduct in-depth res ...

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirati ...

We're looking for a high-energy driven Associate Investment Specialist to drive top-of-funnel activity qualify leads book qualified meetings for our senior Investment Specialists.If you're ambitious coachable ready to break into asset management this is an outstanding opportunity ...

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirati ...

Focus Partners Wealth seeks an Associate Wealth Advisor to create personalized wealth advice based on each client's goals and aspirations. · ...

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirati ...

The Senior Client Service Associate serves as an experienced client service professional supporting advisor teams and clients through account operations, onboarding, · and ongoing maintenance.This role requires strong technical knowledge, · excellent client communication skills, ...

A well-established planning-led fee-based RIA is hiring a Financial Advisor for its Connecticut offices (Westport or Farmington). This role is ideal for a motivated advisor who thrives in a relationship-based environment and enjoys both servicing existing clients and bringing in ...

We help you achieve your definition of success and discover your unlimited potential – in leadership, income, · and community impact.In addition to these qualities, · we are looking for professionals who have:Bachelors degree from a Four - Year InstitutionPrior sales and/or busin ...

This job is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relat ...

We're looking for a high-energy, driven Internal Sales Associate to drive top-of-funnel activity, · qualify leads, and book qualified meetings for our senior Investment Specialists. · If you're ambitious, · coachable, and ready to break into asset management, · this is an outstan ...

This is a full-time Spring Internship based in our Westport office at LCR Wealth Management.You will gain meaningful experience by conducting research and analysis to support customized financial planning and investment strategies as well as preparing client documents. · ...