wealth management advisor jobs in Waterbury, CT

A financial services firm in Cheshire, Connecticut, seeks an experienced Financial Advisor with a robust client base. This position allows you to manage your business under an independent platform while offering comprehensive financial planning. Candidates should have at least 5 years of experience, relevant licenses, and a client-centric approach. The role offers competitive compensation,...

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and...

A leading wealth management firm is seeking a Lead Advisor to join their Pacific Northwest region. This remote position involves collaborating with the Business Development Officer to build client relationships and provide personalized financial planning and investment advisory services. The ideal candidate has over 5 years of experience in the financial services industry, a bachelor's degree in...

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create...

Wealth Advisor Associate | Burlington or Torrington, CT (hybrid possibility) A client-focused, independent, fee-only financial planning and investment management firm dedicated to helping clients achieve their financial goals is searching for an Associate Wealth Advisor to join their practice. As a Wealth Advisor Associate / Paraplanner, you will play a vital role in supporting financial...

A regional bank in Fairfield County is seeking an experienced Private Banking Wealth Advisor to manage high-net-worth relationships and drive business development. The role requires a minimum of 5 years in private banking or wealth management and a strong understanding of client needs and credit structures. The ideal candidate will have a proven track record in generating new relationships and...

Join to apply for the Senior Wealth Advisor role at Wilmington Trust15 hours ago Be among the first 25 applicantsJoin to apply for the Senior Wealth Advisor role at Wilmington TrustGet AI-powered advice on this job and more exclusive features.OverviewAccountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a...

Wealth AdvisorLocation: West Hartford, CTSalary: $150,000 - $160,000 base salary, based on experienceFull time; Hybrid We are an independent advisory firm committed to comprehensive, holistic financial planning. Our team-oriented culture thrives on collaboration, a strong work ethic, and open communication. As a small, dedicated team of wealth advisory professionals, we are proactive,...

Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business.Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads the client relationship team and has...

Wealth Advisor - NBT BankYour career path should lead to real opportunity LPL Financial partners with banks to offer aplete menu of financial services to bank clients. This employment opportunity at NBT Bank in West Hartford, CT would allow you to join the Investment Program at NBT Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of...

Job Description Job Description Post University Undergraduate Admissions Advisor – Online Who We Are Post University is a thriving organization with an unfolding, amazing success story centered on one mission – changing the lives of its students and associates. Our approach is simple, authentic, and unique.  At Post University, each day begins and ends with a demonstration of distinct...

TITLE: Tech-Advisor (T/A) REPORTING TO: Service Manager EMPLOYMENT CLASSIFICATION: Non-exempt / hourly GENERAL SUMMARY: The Tech-Advisor lives VIP's mission to EARN AUTOMOTIVE CUSTOMERS FOR LIFE by learning the VIP culture and processes to help the team ensure that all customers get a different & better experience. A Tech-Advisor must be able to work effectively with team members to ensure...

Job Summary The Cannabis Advisor is responsible for providing exceptional individualized customer service, educational consulting, and in some cases patient record management. This is a Full Time position at $16.35/hr Essential Duties and Responsibilities - Possess a positive attitude while greeting customers and patients. - Be an advocate of cannabis customer care. - Help customers and...

BREAK FREE OF A JOBSITE AND WORK FULLY REMOTE BUILD AND LEAD YOUR OWN TEAM NO PRIOR EXPERIENCE NECESSARY- YOU WILL BE FULLY TRAINED Hey there! We’re all about embracing the virtual work lifestyle, especially after seeing how it rocked during the last few years. We’ve ditched the old 9-5 grind and opened up to a world of flexibility, learning, and collaboration. Position Overview: Looking for...

Job Description Position Summary Pay Rate: Min: $ - Max: $ Contribute to the growth of the organization across all lines of business through customer engagement, expert product and service knowledge, follow-up, and follow through at the service desk, on the sales floor, and at the register. Duties & Responsibilities First point of contact for customers on the phone and in the store....

No industry can escape digital's disruption, especially not Wealth Management. Today's clients expect a whole new kind of experience that's more informed, more personalized, more transparent; and they want it more quickly than ever before. Firms that rise to the digital challenge capitalize on industry insights, transform their businesses from front to back and strive for operational...

JobID: 210693858Category: Product DevelopmentJobSchedule: Full timePosted Date: 2025-12-15T16:54:43+00:00JobShift: DayBase Pay/Salary: Boston,MA $109,250.00-$184,000.00; Danbury,CT $109,250.00-$172,500.00; Southport,CT $109,250.00-$172,500.00As a Practice Management Consultant within the J.P. Morgan Wealth Management, you will be responsible for supporting the development of Financial Advisors...

Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.Those in tax compliance at PwC will focus...

A leading financial services firm in Hartford is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to clients. This role focuses on building strong client relationships and providing personalized investment solutions. Candidates should have 2+ years of experience in financial advising, possess necessary licenses, and demonstrate a strong understanding of...

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create...