This job is closed
Applications are no longer available for this announcement. Explore current related opportunities below.
Job description
A wealth management firm in Connecticut is seeking a Wealth Advisor to lead a portfolio of high-net-worth clients. The ideal candidate will have 5-10+ years of experience in financial advising, focusing on comprehensive planning and relationship management. Responsibilities include building new client relationships and monitoring investment portfolios. A CFP certification is strongly preferred. This is a full-time role offering a competitive salary and incentives based on client satisfaction.
#J-18808-Ljbffr
Worksite address
greenwich, CT, 06831, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.