- Owns a client portfolio, with a minimum book of business of $30-40M.
- Currently not under a non-compete or non-solicit agreement.
- Resides within North America.
- Looking for enhanced support structures, either as an independent advisor or as part of a team.
- Seeks opportunities for growth, operational support, and possibly an exit strategy through a succession plan.
- Aspires to elevate their business and client service quality by overcoming operational hurdles and enhancing their support network.
- Interested in strategic growth opportunities, including acquisitions and asset repositioning, to achieve enterprise-level expansion.
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Senior Wealth Advisor
5 days ago
Wilmington Trust Norwalk, United StatesOverview: · Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management ...
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Wealth Management Advisor
3 days ago
Equitable Advisors Stamford, United StatesA culture of growth with a firm that supports · You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you — and help you discover what greater fulfillment you can find ...
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Private Wealth Advisor
1 day ago
Point Wealth Management Melville, United StatesThe right candidate should have wealth management and comprehensive financial planning experience and have demonstrated success in client-facing roles. They should have a passion for the planning profession and delivering a first-class client experience. · Responsibilities: · Fos ...
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Senior Wealth Advisor
2 weeks ago
Wilmington Trust Norwalk, United StatesOverview: · Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management ...
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Senior Wealth Advisor
2 weeks ago
M&T Bank Norwalk, United StatesOverview: · Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management ...
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Wealth Management Advisor
2 days ago
Equitable Advisors LLC Milford, United StatesA culture of growth with a firm that supports · Youve built a successful practice and now youre considering a move. Perhaps youre looking for more. At Equitable Advisors, wed like to get to know and understand you and help you discover what greater fulfillment you can find for y ...
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Wealth Advisor
3 weeks ago
Tompkins Community Bank Mt Kisco, United StatesOverview: · This position is responsible for building and maintaining existing client relationships; creating comprehensive wealth plans and coordinated financial strategies to align with each clients goals and values; seeking referrals by fostering relationships with centers of ...
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Private Wealth Advisor
5 days ago
Point Wealth Management Melville, United StatesThe right candidate should have wealth management and comprehensive financial planning experience and have demonstrated success in client-facing roles. They should have a passion for the planning profession and delivering a first-class client experience. · Responsibilities: · F ...
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Client Wealth Advisor
3 weeks ago
New York Life Insurance Company Medford, United StatesJob Description · Job DescriptionWhat does a career need to offer you?Financial growth? Personal satisfaction? Opportunity to advance? You'll find all that and more as a New York Life Financial Professional. At New York Life, we believe it's possible to get ahead and do the right ...
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Wealth Management Advisor
3 weeks ago
Northwestern Mutual Farmingdale, United StatesAbout Us: · Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the exper ...
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Entry-Level Wealth Advisor
5 days ago
New York Life - Nassau-Suffolk NY Melville, United States· We are seeking a driven and ambitious individual eager to expand their expertise in wealth management and financial planning. Join our Melville team as an Entry-Level Wealth Advisor and embark on a rewarding journey. · Responsibilities include closely collaborating with clien ...
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Entry-Level Wealth Advisor
4 days ago
New York Life - Nassau-Suffolk NY Melville, United States· Are you a motivated individual eager to enhance your skills in wealth management and financial planning? Join our Melville team as an Entry-Level Wealth Advisor and start a fulfilling journey with us. · Responsibilities: Work closely with clients to offer expert advice and co ...
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Senior Wealth Advisor
2 weeks ago
Citigroup Inc Stamford, United StatesPositions are located within the TRI - State Area; NY/CT/NJ Market · Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private ...
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EntryLevel Wealth Advisor
2 weeks ago
New York Life - Nassau-Suffolk NY Melville, United StatesWe are seeking a driven and ambitious individual eager to expand their expertise in wealth management and financial planning. Join our Melville team as an Entry-Level Wealth Advisor and embark on a rewarding journey. Responsibilities include closely collaborating with clients to ...
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Senior Wealth Advisor SAFE Act
2 weeks ago
Citigroup Inc White Plains, United StatesThe Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise ...
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Entry-Level Wealth Advisor
3 weeks ago
New York Life - Nassau-Suffolk NY Melville, United StatesWe are seeking a driven and ambitious individual eager to expand their expertise in wealth management and financial planning. Join our Melville team as an Entry-Level Wealth Advisor and embark on a rewarding journey. · Responsibilities include closely collaborating with clients ...
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Entry-level Wealth Advisor
3 weeks ago
New York Life - Nassau-Suffolk NY Melville, United StatesWe are seeking a driven and ambitious individual eager to expand their expertise in wealth management and financial planning. Join our Melville team as an Entry-Level Wealth Advisor and embark on a rewarding journey. · Responsibilities include closely collaborating with clients t ...
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Financial Advisor
5 days 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
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 ...
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Wealth Planning Associate
5 days ago
Dalio Family Office Westport, United StatesWealth Planning Associate | (Hybrid, in office at least 2 days a week- primarily Tuesdays & Wednesdays) · Dalio Family Office Overview: · The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures and investments as well as their work through ...
Financial & Wealth Advisors - Southport, United States - Job Expo Connect
Description
Job Description
Job DescriptionWealth and Financial Advisor Opportunities Across the U.S.We are collaborating with a prestigious client, a leader in the financial services industry, offering unparalleled opportunities for Wealth and Financial Advisors across major U.S. cities. Our partnership ensures that geographical constraints do not limit your career growth, negating the need for relocation.
Role: Financial & Wealth Advisors
As a Financial & Wealth Advisor, you'll be instrumental in guiding clients through the complexities of financial planning and investment management. Our diverse client base ranges from individuals seeking enhanced returns on their savings, retirement planning, to those aiming to establish passive income streams.
Client Portfolio:
Our network encompasses a broad spectrum of financial institutions, including major broker dealers, RIA Custodians, Independent RIAs, Banks, and Private Wealth Advisory firms throughout the United States. This extensive network provides a rich tapestry of opportunities to align with your expertise and career aspirations.
Ideal Candidate Profile:
We recognize that many advisors have reached a plateau in their business growth due to operational constraints. Our client offers solutions that not only alleviate these challenges but also provide avenues for substantial growth, improved client servicing, and increased profitability. Whether your goal is to expand your client portfolio, implement a succession plan, or explore new growth strategies, our client's supportive infrastructure is designed to propel your business to new heights.
Comprehensive Support and Benefits:
Tailored to meet your unique needs and objectives, our client provides a suite of support services and benefits. These may include a competitive base salary, comprehensive benefits, office facilities, dedicated support staff, and compliance expertise, among others.
Your Path Forward:
We are keen to understand your current business trajectory, future aspirations, and your vision for the ideal professional environment. With this insight, we are well-equipped to present you with opportunities that resonate with your goals and facilitate your journey towards achieving them.
Join us in exploring a future where your career knows no bounds. Let's discuss how we can support your journey towards greater success and fulfillment in the financial services industry.
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