Client Portfolio Advisor - Westport

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 ...

+Job summary · A long-established Multi-Family Office in Westport seeks an investment-focused, client-facing advisor with an entrepreneurial spirit to help the firm grow. · +Qualifications and Experience Minimum of 3 years of experience in investment advisory or wealth management ...

+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 ...

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

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 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 ...

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

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 ...

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 ...

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 are hiring an experienced Kitchen & Bath Designer/Sales Consultant to join our high-end showroom. This role is for a designer who knows how to sell and confidently lead clients through decisions. · 3–5+ years in kitchen & bath design or interior design with sales responsibilit ...

We are looking for a Risk Advisor to join our team in the Private Client Group.We continue to make investments in our business to ensure our Private Client practice is poised for exponential growth and opportunity. · You'll bring expert industry insights, an understanding of the ...

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. · ...

This role is for a client in Westport. The responsibilities of this role include onboarding new investment clients and servicing existing clients. · New Account Opening & Client On-BoardingAccount Service, Portfolio Monitoring and MaintenanceClient Service ...

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. · Duties and Responsibilities:Cultivating relationships with business partners and colleagues internally and e ...

We are looking for a Senior Tax Manager who has significant experience with international entities specifically in the UAE and Singapore. These entities encompass investment entities, operating businesses, · as well as philanthropic entities and have both foreign and US filings.M ...

JLL empowers you to shape a brighter way by combining world-class services, advisory and technology for our clients. · ...