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

Wealth Advisor

Ivy Way Placements • Stamford, CT, United States
3 days ago
Job type
  • Full-time
Job description

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.

Create a job alert for this search

Wealth Advisor • Stamford, CT, United States

Similar jobs

Financial Advisor - Hartford County, CT

Thrivent Financial for LutheransStamford, CT, United States
Full-time

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... Show more

 • Promoted

Leasing Advisor

RMS Property ManagementStamford, CT, US
Full-time

We are seeking a Leasing Advisor to work in our headquarters office (Stamford, CT) and join our team that oversees residential leasing activity and lease administration across our portfolio.This ro... Show more

 • Promoted

Remote Personal Financial Advisor (Private Wealth)

Micro1Syosset, New York, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

 • Promoted

Wealth Advisor

Ivy Way PlacementsStamford, CT, United States
Full-time

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... Show more

 • Promoted

VP Product Owner, Advisory Platform – Wealth Management

Morgan StanleyPurchase, NY, United States
Full-time

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... Show more

 • Promoted

Donation Center Associate

TradeJobsWorkforce10709 Eastchester, NY, US
Full-time

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... Show more

 • Promoted

Senior Wealth Advisor SAFE Act - Nassau County

CitigroupEast Meadow, NY, United States
Full-time

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 more than 230,000 dedicated people from around the globe.At Citi,... Show more

 • Promoted

Wealth Advisor

SimpleCITIGarden City, NY, United States
Full-time

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... Show more

 • Promoted

Hiring Now: Companion Caregiver Mount Kisco & Nearby Areas

UniversaCareMount Kisco, NY, United States
Full-time

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... Show more

 • Promoted

Financial Advisor

Ivy Way PlacementsStamford, CT, United States
Full-time

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... Show more

 • Promoted

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

Professional CareersUniondale, New York
$50,000.00 yearly
Remote
Full-time +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... Show more

 • Promoted

Personal Risk Advisor

USI Insurance ServicesUniondale, NY, United States
Full-time

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... Show more

 • Promoted

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab Inc.Stamford, CT, United States
Full-time

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 achieve what matters most.Schwab W... Show more

 • Promoted

Financial Advisor

Northwestern MutualCedarhurst, NY, 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

 • Promoted

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

 • Promoted

VP/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

 • Promoted

Remote Senior Revenue Advisor for CROs — Enterprise Growth

GartnerStamford, CT, United States
Full-time

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... Show more

 • Promoted

Wealth Management Advisor: Greenwich, CT

U.S. BancorpOld Greenwich, CT, United States
Full-time

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... Show more

 • Promoted

Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Inc.Stamford, CT, United States
Full-time

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 ... Show more

 • Promoted

Financial Advisor

Northwestern Mutual Life Insurance CompanyGarden City, NY, 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