wealth management advisor jobs in Waterbury, CT

Mercor is recruiting U.S./UK/Canada/Europe/Australia-based Private Wealth Management Experts for a research project with a leading foundational model AI lab.You are a good fit if you: - Have at least 2 years of experience working in private wealth management at top firms and experience in at least one of the following - Client personalization - Performance management - Alternative investments -...

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,...

1 day ago - Be among the first 25 applicantsBridgeway Partners, Inc. Provided Pay RangeThis range is provided by Bridgeway Partners, Inc. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base Pay Range$150,000.00/yr - $200,000.00/yrAn established, community-focused financial institution is seeking an experienced Wealth Management Advisor to...

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...

Overview 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...

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 wealth management firm is seeking an Associate Financial Advisor to join their team in Hartford, Connecticut. The ideal candidate will have 3-5 years of experience in financial advising and necessary licenses. This role focuses on managing client relationships and financial planning. A base income of $48,000 is offered, alongside a competitive payout structure for advisors eager to grow their...

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,...

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...

A reputable finance firm in Connecticut is seeking a Financial Advisor Associate to help clients with retirement planning without the need for cold calling. The position requires strong analytical skills, client management, and a willingness to learn from senior advisors. Candidates should have a background in wealth management or insurance and possess relevant licenses. A full-time job with a...

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...

A global professional services firm is seeking a Senior in Wealth Tax Advisory to deliver high-quality tax advisory services to high-net-worth individuals. The ideal candidate has a strong background in wealth tax advisory, estate and trust taxation, and federal and state personal taxation. You will lead projects and collaborate closely with clients while working in a hybrid model. Competitive...

A leading financial institution in Hartford seeks a motivated Advisor Development Program Client Associate to provide essential support to Financial Advisors. The role involves obtaining necessary securities licenses, delivering superior client service, and collaborating with financial professionals to manage client relationships. Ideal candidates will demonstrate strong communication skills, a...

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...

Customer Accounts Advisor The salary range for this role is $17.50 to $18.50 per hour*. This position is also eligible for incentive pay based on performance. Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a...

Mercor is recruiting U.S./UK/Canada/Europe/Australia-based Private Wealth Management Experts for a research project with a leading foundational model AI lab.You are a good fit if you: - Have at least 2 years of experience working in private wealth management at top firms and experience in at least one of the following - Client personalization - Performance management - Alternative investments -...

A community-focused financial institution is seeking an experienced Wealth Management Advisor to manage relationships with high-net-worth clients. The role involves delivering holistic wealth management solutions and driving new business through proactive outreach. The ideal candidate holds a bachelor’s degree and has over 3 years' experience in wealth management. The position offers a...

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...