About this opportunity
Ivy Way Placements lists this Wealth Advisor — Flexible, Autonomous Practice (Remote/Hybrid) opportunity in stamford, Connecticut. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A leading financial services firm is seeking an experienced Wealth Advisor to join their team. This position offers the flexibility to work remotely or in an office, ideal for those established in the industry with a book of business. As a Wealth Advisor, you will provide tailored financial strategies to clients, leveraging advanced technology and business growth support. The ideal candidate should possess strong communication skills, a proven track record in wealth management, and the necessary qualifications, including Series 7 and 66 licenses.
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Worksite address
stamford, CT, 06925, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.