- A dedicated worker: independent, self-motivated and goal oriented
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Financial Advisor
1 week ago
Lenox Advisors Stamford, United StatesIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to yo ...
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Financial Advisor
1 week ago
Lenox Advisors Stamford, United StatesIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to yo ...
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Financial Advisor
7 hours ago
Northwestern Mutual Stamford, United StatesJob Description · Job Description · Join our growing team - Fairfield County (Norwalk, CT) affiliated with our Park Avenue location... · Our Norwalk, CT firm is seeking professionals to join our growing practice. Our financial representatives and advisors strive to understand t ...
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Financial Advisor
3 hours ago
Northwestern Mutual - Norwalk, CT Stamford, United StatesJob Description · Job DescriptionJoin our growing team - Fairfield County (Norwalk, CT) affiliated with our Park Avenue location... · Our Norwalk, CT firm is seeking professionals to join our growing practice. Our financial representatives and advisors strive to understand their ...
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Financial advisor
1 week ago
Eclipse Solutions Head of the Harbor, United StatesAre you looking to develop your skills and competencies in one of the largest banks in Germany? Look no further than LBBW. Our dedicated and motivated employees are our key to success. With initiative and responsibility, we create sustainable value for our customers. · Reference ...
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Financial Advisor's Assistant
2 weeks ago
Lead Advisor Stamford, United StatesThe role of the Financial Advisor's Assistant is to provide all aspects of risk product sales support to new financial representatives to ensure their focus remains on client building. Ongoing support for financial representatives and advisors beyond their first year is also prov ...
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Experienced Financial Advisor
1 week ago
Fifth Avenue Financial Stamford, United StatesJob Description · Job Description The Opportunity: Fifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Our office is located in New York, NY and candidates are ...
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Jr. Financial Advisor
2 weeks ago
gpac Stamford, United StatesLooking for a · Registered Client Associate / Licensed Wealth Management Associate · with at least 3 years of experience in financial services. · Candidate must · have the skill set, drive, and determination to work with all clients. It is a vital component to be comfortable ...
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Experienced Financial Advisor
1 day ago
Fifth Avenue Financial Stamford, United StatesJob Description · Job DescriptionThe Opportunity:Fifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Our office is located in New York, NY and candidates are exp ...
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High Networth Financial Advisor
1 week ago
Talent Focus Executive Search and Consulting Stamford, United StatesTalent Focus is partnering with a distinguished international wealth management institution to identify an exceptional Financial Advisor for their Private Client practice in their waterfront offices in Stamford. · As a Financial Advisor, you will play a pivotal role as a trusted ...
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High Networth Financial Advisor
6 days ago
Talent Focus Executive Search and Consulting Stamford, United StatesTalent Focus is partnering with a distinguished international wealth management institution to identify an exceptional Financial Advisor for their Private Client practice in their waterfront offices in Stamford. · As a Financial Advisor, you will play a pivotal role as a trusted ...
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Affluent Market Financial Advisor
2 weeks ago
M&T Bank Fairfield, United States**Overview:** · Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Wor ...
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Affluent Market Financial Advisor
1 week ago
M&T Bank Fairfield, United StatesServes as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investme ...
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Merrill Financial Solutions Advisor
1 day ago
Bank of America Stamford, United States Full timeDescription · : · This job is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals o ...
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Financial Advisor
3 days ago
Northwestern Mutual Norwalk Norwalk, United StatesAs a Financial Advisor, you will build long-lasting relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives. Financial advisors are supported by training programs, mentoring, and unlimited access to resources to assist their ...
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beBee Handyman University Gardens, NY, United States FreelanceI am in need of comprehensive wealth management guidance. I have a series of financial assets (stocks) that I would like to transfer towards the acquisition and/or purchase of a home, and I would like to receive advice on how much capital to move and how to do so according to my ...
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Merrill Team Financial Advisor
7 hours ago
Bank of America Greenwich, United StatesMerrill Team Financial Advisor · Greenwich, Connecticut · **Job Description:** · Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is o ...
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Financial Advisor
1 week ago
HighTower Advisors Westport, United StatesOur Story · Founded in 2008, Hightower Advisors is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's ...
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Financial Advisor
1 day ago
Prudential Advisors White Plains, United StatesPrudential Advisors - · We are looking for Experienced Advisors to join our Team · You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. · Prudential will provide you wit ...
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Financial Advisor
1 week ago
Insight Global Westport, United StatesOne of our financial services clients are Looking for an experienced advisor with a growth mindset, who will assist with managing a book of HNW clients. The ideal candidate will be able to utilize our rich product portfolio and exceptional prospecting opportunities, to grow the c ...
Financial Advisor - Stamford, United States - Lenox Advisors
Description
If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life – and that of everyone you touch.
As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future.
Who we are:
Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families.
We are professional fiduciaries with an entrepreneurial spirit.
For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.
With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children's college education, etc.
You will build upon your natural abilities to connect with, educate and guide others, while honoring the values we share with you:
The Lenox brand represents a caring, creative, and passionate family of professionals.
It's important that your values align to ours – trust, teamwork and accountability.
Make an impact on people's lives, and the communities you care for by providing paths to financial stability and peace of mind.
Follow a well-defined career path that integrates education with mentorship and teaming opportunities.
Transparency, honesty, and clarity as the fundamental ingredients of partnership.
A culture of innovation that embraces growth and the changes that come with it.
Flexibility to design the life you want, backed by the security of a large, established company like ours.
How will you build your practice?
You will...Establish networks and cultivate referrals
Develop and maintain long-term relationships with clients
Provide financial solutions through fact gathering and needs analysis
Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates
Who do you need to be?
A strong relationship-builder who takes a client-first approach
A proven networker and marketer (alt: "connector of people")
