-
Financial Advisor
2 weeks ago
Guilford Savings Bank Guilford, United StatesJob Description · Job DescriptionAbout Grey Ledge Advisors: · Grey Ledge is a fast-growing SEC Registered Investment Adviser with approximately $475,000,000 of discretionary AUM and current locations in Guilford, East Haven, and Branford, CT. Our sole shareholder is GSB, a 175-ye ...
-
Financial Advisor
3 weeks ago
Guilford Savings Bank Guilford, United StatesJob Description · Job Description · About Grey Ledge Advisors: · Grey Ledge is a fast-growing SEC Registered Investment Adviser with approximately $475,000,000 of discretionary AUM and current locations in Guilford, East Haven, and Branford, CT. Our sole shareholder is GSB, a 1 ...
-
Financial Advisor
3 weeks ago
BlueNova Industries Flanders, United StatesWith nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, and a specialist in insurance and retirement planning. · Join a community where collaboration is valued – and has been for over 100 years. ...
-
Financial advisor for general financial planning
2 weeks ago
beBee Handyman Winterhaven, CA, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Winterhaven, CA:How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them · What stage are you at in your professional career? · Beginner / junior · What is ...
-
beBee Handyman Sunny Slopes, CA, United States FreelanceHello: · How are you? I hope you are doing well. My name is Luis Carlos, and I am writing to you as an individual, with the following need, to see if you offer this service: occasional advice on how to invest my savings. I do not need an ongoing service, but rather a "report" wit ...
-
Financial advisor for tax declaration
2 weeks ago
beBee Handyman Hidden Valley Lake, CA, United States FreelanceGood evening, · I would like to hire your services for my 2022 tax declaration. Last year, I had a contract in Spain from 10/2022 to 12/2022, but I was not living in Alzira during these 3 months. I was working for another factory of our company in Vienna and then in the United Ki ...
-
beBee Handyman Seeley, CA, United States FreelanceI am in need of a Financial Advisor service with the following characteristics in Seeley, CA:How do you feel about managing and organizing your finances? · I am not comfortable with my finances · What stage are you at in your professional career? · Mid-level · What is your annual ...
-
Financial Advisor
1 week ago
Alera Group Wethersfield, CT, United StatesAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationsh ...
-
Financial Advisor
1 week ago
Ameriprise Financial New Haven, United StatesObtain your required licenses/credentials within 150 days of hire:- FINRA Series 7- Active State Securities Agent Registration (S 63 or S 66)- Active IAR Registration (S 65 or S 66) and-State Life, Health Insurance and Variable Products lines. Attend Financial Advisor, Financial ...
-
Financial Advisor
1 week ago
Alera Group Wethersfield, CT, United StatesAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? · If you enjoy working closely with clients, developing long-term relatio ...
-
Financial Advisor
1 day ago
Alera Group Wethersfield, CT, United StatesAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationsh ...
-
Financial Advisor
1 week ago
Ten Solutions Bridgeport, United StatesJob Description · Job DescriptionFinancial & 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 passiv ...
-
Financial Advisor
3 weeks ago
Ten Solutions Bridgeport, United StatesJob Description · Job Description · 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 p ...
-
Financial Advisor
1 day ago
Alera Group, Inc. Wethersfield, United StatesAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationsh ...
-
Financial Advisor
2 weeks ago
Blue Signal Search Connecticut, United StatesFinancial Advisor · Our client is a company committed to delivering personalized administrative and benefits services that empower clients to achieve their long-term financial goals. With a strong presence in the industry and a team of experienced professionals, they offer exper ...
-
Financial Advisor
1 day ago
Johnson Brunetti Retirement & Investment Specialists Wethersfield, United StatesFinancial Planning Advisor · Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Do you want to have the opportunity to meet one on one with company leads that are generated from our marketing activities which include wor ...
-
Financial Advisor
1 week ago
Alera Group Wethersfield, CT, United States Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? · If you enjoy working closely with clients, developing long-term relatio ...
-
Financial Advisor
1 week ago
Alera Group, Inc. Wethersfield, United StatesOverview: · Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-te ...
-
Financial Advisor
1 week ago
Atria Wealth Solutions Shelton, United StatesJob Description · Job DescriptionPeninsula Community Federal Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Shelton WA area. · Peninsula Credit Union ...
-
Financial Advisor
1 week ago
Alera Group Wethersfield, CT, United States Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients without having to prospect or build your own client base? If you enjoy working closely with clients, developing long-term relationsh ...
Financial Advisor - Guilford, United States - Mygsb
2 weeks ago
Description
Grey Ledge is a fast-growing SEC Registered Investment Adviser with approximately $475,000,000 of discretionary AUM and current locations in Guilford, East Haven, and Branford, CT.
Our clients include individuals, businesses and charitable organizations on the CT Shoreline as well as hundreds of retirement plan participants in the Northeast.
To learn more visit:
POSITION DESCRIPTION:
Grow Your Client Base Free of Big Firm Restrictions
Grey Ledge Advisors is seeking an experienced financial advisor that is willing to work collaboratively within a client-first fiduciary environment.
The ideal advisor will have experience with both developing new investment relationships while providing high level investment advisory services to their existing clients.
We are an RIA with a collegial and collaborative environment that provides planning and investment advisory services to individuals, charitable organizations, and businesses along the CT Shoreline.
In addition to traditional portfolio management services, we also provide retirement plan construction and investment services, i.e., 401(k) and 403(b), to company sponsors and employee participants.
Where appropriate, we also provide insurance solutions to certain clients.As part of the GSB family, you will also share in a stream of over one hundred referrals per year from bank branches and have access to bank resources on your clients' behalf that include: deposit services, business banking and cash management services, mortgage lending and commercial credit services.
In addition to your own externally sourced clients you may also be assigned additional firm clients.SKILL SET:
Experience on the Fidelity and Schwab custody platforms helpful. Ability to work in a collaborative environment. Strong relationship and business development skills. Excellent written and verbal communication skills. Ability to effectively communicate investment strategies to clients and prospects.
POSITION TYPE:
Thisis a full-time on-site position. Potential office location flexibility between Branford and Old Saybrook, CT.
Compensation:
Market competitive salary based on experience.
Quarterly incentive bonuses based on new assets and total managed AUM.
Sign-on bonus and additional incentive bonuses at 6, 12, and 18 months based on new assets.
Potential equity participation in the growth of the RIA.
Medical
Vision
Paid Time Off
401(k).
Tuition assistance.
DIGITAL LITERACY:
The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills.
Teaching learning and self-development
Communication, collaboration, and participation
Digital identity, safety, and security
Technical proficiency with all bank products
Awareness and interest in new technology
Creation, innovation, and research
FUNCTIONS SUPERVISED:
N/
A
POSITIONS SUPERVISED:
N/
A
EXPERIENCE REQUIRED:
Minimum of seven years of direct client management experience in a financial advisory environment.
EDUCATION &
LICENSING:
Bachelor's degree (MBA or working toward MBA preferred). FINRA Series 65 license. CFP designation a plus. State insurance licensure a plus.
Grey Ledge is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status.
Applicants requiring reasonable accommodation in the application process should notify Human Resources.#J-18808-Ljbffr