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Investment advisor Jobs in Stamford, CT

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Investment advisor • stamford ct

Last updated: 9 hours ago

Financial Advisor, Truist Investment Services, Greenwich, CT

SunTrust Investment Services, Inc.Old Greenwich, CT, United States
Full-time

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...Show more

Wealth Advisor

Ivy Way PlacementsStamford, CT, United States
Full-time

Ivy Way Placements offers a comprehensive suite of services tailored to meet the needs of both job seekers and employers.Talent Acquisition: Connecting highly skilled finance professionals with lea...Show more

Internal Alternative Investment Specialist - Analyst/Associate

iCapitalOld Greenwich, CT, United States
Full-time

Internal Alternative Investment Specialist - Analyst/Associate.Greenwich, Connecticut, United States; New York, New York, United States.Capital's Portfolio Management team is looking to hire an Ass...Show more

Director - Investment Risk Management

F1600 Legg Mason & Co., LLCStamford,SR,USA
Full-time

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals.Our dynamic firm spans asset management, wealth ...Show more

 • New!

Senior Investment Accountant - Remote

Oliver JamesNorwalk
Remote
Full-time

Senior Investment Accountant (Fully Remote).A leading organization in the life (re)insurance industry is seeking a.Known for its strong reputation in in-force transactions, product development, and...Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyNorwalk, CT, United States
Full-time

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...Show more

Cannabis Advisor

Sweetspot DispensaryStamford, CT, USA
Full-time
Quick Apply

Sweetspot Brands, a leading multi-state cannabis operation with licenses across five states on the East Coast, is dedicated to providing worry-free cannabis experiences.Our mission is to help peopl...Show more

Financial Advisor, Truist Investment Services, Greenwich, CT

TruistOld Greenwich, CT, United States
Full-time

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...Show more

Investment Associate

AmCap IncorporatedStamford, CT, United States
Full-time

AmCap, Incorporated is a vertically integrated private real estate investment firm founded in 1979 with primary offices in Stamford, Connecticut and Denver, Colorado.The firm focuses on grocery-anc...Show more

Geopolitical Investment Strategist - WM Global Investment Office, Vice President

Morgan StanleyPurchase, NY, United States
Full-time

Geopolitical Investment Strategist.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management s...Show more

Financial Advisor

Edward JonesStamford, CT, United States
Full-time

Join a financial services firm where your contributions are valued.Edward Jones is a Fortune 500 company where people come first.With over 9 million clients and 20,000 financial advisors across the...Show more

Real Estate Agent / Associate (Investment Sales)

Greysteel Company LlcStamford, CT, US
Full-time
Quick Apply

The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for ...Show more

Financial Advisor

Northern TrustOld Greenwich, CT, United States
Full-time

Northern Trust, a globally recognized financial institution, is seeking a professional with strong sales, communication, and group presentation skills.The ideal candidate will be goal driven and se...Show more

Investment Accounting Manager

W.R. BerkleyOld Greenwich, CT, United States
Full-time

Record and reconcile investment transactions and positions from PAM to the general ledger.Provide analysis of investment activity and provide commentary and variance analysis for balance sheet and ...Show more

Financial Advisor

Northwestern MutualNorwalk, CT, United States
Full-time

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...Show more

Bernstein Wealth Advisor

AllianceBernsteinStamford, CT, United States
Full-time

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...Show more

Remote Real Estate Investment Associate - AI Trainer ($50-$60 per hour)

Data AnnotationPort Chester, New York
Remote
Full-time +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....Show more

 • Promoted

Wealth Advisor

First County BankStamford, CT, United States
Full-time

At First County Bank, You + We = Team.YOU - Bring your talent, hunger to learn and desire to grow.WE - Will provide you with the training and experience you need to become a Trusted Advisor to your...Show more

Style Advisor

Lilly PulitzerGreenwich Avenue, CT, Greenwich
Full-time +1

The Style Advisor is responsible for promoting the selling culture in the store, driving business through building strong client relationships, and leading the sales team.A day in the life…Understa...Show more

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Financial Advisor, Truist Investment Services, Greenwich, CT

Financial Advisor, Truist Investment Services, Greenwich, CT

SunTrust Investment Services, Inc.Old Greenwich, CT, United States
21 days ago
Job type
  • Full-time
Job description

Job Title

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' individual goals, risk tolerances and best interests. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs.

Essential duties and responsibilities following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  1. Deliver personalized investment solutions to help clients work toward their long-term financial goals.
  2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
  3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.
  4. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
  5. Lead overall client relationship management strategies to deepen client connections and loyalty.
  6. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.
  7. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
  8. Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
  9. Conduct investment product educational seminars for clients and prospects.
  10. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

Qualifications required qualifications: the requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor's degree in business, accounting, finance or banking, or equivalent education and related experience.
  • Finra series 7, 66 (63 and 65 in lieu of 66) licenses.
  • Applicable state health and life insurance licenses.
  • Securities sales and client relationship management experience.
  • Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
  • Competent skills in microsoft office software products.

This position is paid solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw.