Talent.com
Ivy Way Placements
Wealth AdvisorIvy Way Placements • Stamford, CT, United States
Wealth Advisor

Wealth Advisor

Ivy Way Placements • Stamford, CT, United States
Hace 3 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

Wealth Advisor

Build Your Legacy, Empower Others Type: Full-Time Location: Remote, On-site, or Hybrid (Flexible) Your Career. Your Clients. Your Way. Are you an experienced and licensed Wealth Advisor with an established book of business? Are you looking for the freedom to work independentlywithout sacrificing top-tier support, technology, and collaboration? If so, we invite you to join a dynamic and growing team that values your expertise, supports your success, and gives you the flexibility to do your best workfrom wherever you choose.

What Makes This Role Special? As a Wealth Advisor, you'll have the opportunity to design personalized financial strategies that truly make an impact. Whether you're helping clients plan for retirement, invest wisely, or build generational wealth, you'll have access to robust tools, an open product platform, and a powerful referral network. We understand that success in this field starts with trust and continues with results. That's why our model is built to support your growthwhile giving you the space to shine on your own terms.

As Wealth Advisor, You Will:

  • Provide personalized, strategic financial advice to meet each client's unique goals
  • Maintain and grow your existing book of business with full autonomy
  • Leverage a broad open-architecture platform to offer tailored investment products
  • Utilize cutting-edge CRM and portfolio management tools to maximize efficiency
  • Receive back-office, compliance, and marketing support so you can focus on what mattersyour clients
  • Collaborate with an elite network of other experienced Wealth Advisors

What We're Looking For:

  • Active Series 7 and 66 (or Series 63 & 65) licenses
  • Active Life and Health Insurance License
  • At least 3 years of experience in wealth management or investment advising
  • Proven track record managing and growing a personal book of business
  • Strong communication skills and a passion for helping people succeed financially

What You'll Gain:

  • Freedom & Flexibility Choose to work fully remote, in an office, or both
  • Business Growth Support Referrals, marketing, and business development assistance
  • Advanced Tech Tools From CRM to portfolio platforms, we've got you covered
  • Open Product Access Offer your clients the best solutions for their needs
  • Collaborative Culture Work independently, but never feel isolated

Whether you're seeking to grow your client base, improve work-life balance, or take full control of your professional future, this is your chance to do it with the right team behind you. Ready to Take the Next Step? Apply today by sending your resume to t.washington@ivywayplacements.com.

Crear una alerta de empleo para esta búsqueda

Wealth Advisor • Stamford, CT, United States

Ofertas similares

Financial Advisor - Hartford County, CT

Thrivent Financial for LutheransStamford, CT, United States
A tiempo completo

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Mostrar más

 • Oferta promocionada

Earn $60K–$160K While Helping a Family Grow

Roots SurrogacyPutnam Lake, NY, US
A tiempo completo

Looking for a meaningful way to earn significant income while doing something truly impactful?.Surrogacy with Roots offers one of the most supported and well-compensated journeys available.Base com... Mostrar más

 • Oferta promocionada

Senior Financial Advisor

Wilmington TrustCos Cob, CT, United States
A tiempo completo

Lead, grow, and deepen an established book of business with M&T Bank.We're seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported... Mostrar más

 • Oferta promocionada

Wealth Advisor

Ivy Way PlacementsStamford, CT, United States
A tiempo completo

Build Your Legacy, Empower Others Type: Full-Time Location: Remote, On-site, or Hybrid (Flexible) Your Career.What Makes This Role Special? As a Wealth Advisor, you'll have the opportunity to desig... Mostrar más

 • Oferta promocionada

VP Product Owner, Advisory Platform – Wealth Management

Morgan StanleyPurchase, NY, United States
A tiempo completo

Morgan Stanley is looking for a talented Product Owner to join the Wealth Management Platform team in Purchase, NY.You will manage priorities and oversee delivering the next-generation Wealth Manag... Mostrar más

 • Oferta promocionada

Associate Wealth Advisor

Corient Capital PartnersMineola, NY, United States
Indefinido

Join a team that values your ambition and empowers your growth.At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve thei... Mostrar más

 • Oferta promocionada

Donation Center Associate

TradeJobsWorkforce10709 Eastchester, NY, US
A tiempo completo

Bring your skills to our team as a Donation Center Associate, where you will handle orders, shipments, and basic inventory checks, support returns and exchanges in a timely manner, and respond to q... Mostrar más

 • Oferta promocionada

Senior Wealth Advisor SAFE Act - Nassau County

CitigroupEast Meadow, NY, United States
A tiempo completo

Senior Wealth Advisor Safe Act - Nassau County.Working at Citi is far more than just a job.A career with us means joining a team of approximately 219,000 dedicated people from around the globe.At C... Mostrar más

 • Oferta promocionada

Wealth Advisor

SimpleCITIGarden City, NY, United States
A tiempo completo

SimpleWEALTH is a growing private wealth advisory firm, based in Garden City, NY, built for advisors who want to serve sophisticated clients across the full spectrum of wealth management.We current... Mostrar más

 • Oferta promocionada

Hiring Now: Companion Caregiver Mount Kisco & Nearby Areas

UniversaCareMount Kisco, NY, United States
A tiempo completo

Kindness isn’t just a trait—it’s a job description.Do you have a heart for helping others feel safe, supported, and seen? Join a team that values compassion, connection, and the simple power of bei... Mostrar más

 • Oferta promocionada

Financial Advisor

Ivy Way PlacementsStamford, CT, United States
A tiempo completo

Our latest partner is a rapidly expanding Registered Investment Advisor, a Certified B Corp, and a regional leader in ESG investing.Their team members are creative, forward-thinking, and progressiv... Mostrar más

 • Oferta promocionada

Remote Benefits Advisor (50k-90k per year)

Professional CareersUniondale, New York
50.000,00 US$ anual
Teletrabajo
A tiempo completo +1

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r... Mostrar más

 • Oferta promocionada

Personal Risk Advisor

USI Insurance ServicesUniondale, NY, United States
A tiempo completo

The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insur... Mostrar más

 • Oferta promocionada

Financial Advisor

Northwestern MutualCedarhurst, NY, United States
A tiempo completo

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Mostrar más

 • Oferta promocionada

Financial Advisor, Truist Investment Services, Greenwich, CT

SunTrust Investment Services, Inc.Old Greenwich, CT, United States
A tiempo completo

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients... Mostrar más

 • Oferta promocionada

VP/Wealth Advisor

AllianceBernsteinStamford, CT, United States
A tiempo completo

The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside.Bernstein PWM is widely recognized for its distinctive, distinguished platform--o... Mostrar más

 • Oferta promocionada

Remote Senior Revenue Advisor for CROs — Enterprise Growth

GartnerStamford, CT, United States
A tiempo completo

Gartner is seeking an Executive Partner to serve as a trusted advisor to senior sales executives.The role involves managing relationships with 20-30 senior executives, leading workshops, and contri... Mostrar más

 • Oferta promocionada

Wealth Management Advisor: Greenwich, CT

U.S. BancorpOld Greenwich, CT, United States
A tiempo completo

Bank, we're passionate about helping customers and the communities where we live and work.The fifth-largest bank in the United States, we're one of the country's most respected, innovative, and suc... Mostrar más

 • Oferta promocionada

Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Inc.Stamford, CT, United States
A tiempo completo

Schwab Wealth Advisor Opportunity.At Schwab, you're empowered to make an impact on your career.Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients ... Mostrar más

 • Oferta promocionada

Financial Advisor

Northwestern Mutual Life Insurance CompanyFlushing, NY, United States
A tiempo completo

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Mostrar más