Wealth Advisor Associate: to Lead Client Relationships
Job in
Westbrook, Connecticut, 06498, USA
Listed on 2026-06-01
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
Location: Westbrook
Corient Services LLC in Westbrook, CT, seeks a Financial Advisor to support Wealth Advisors, manage client relationships, and drive financial planning activities. Candidates should have 4-8 years of experience with relevant certifications like CFP, CFA, CPA, JD, or MBA.
This role is pivotal in delivering exceptional services to high-net-worth clients, ensuring effective financial management. The position offers a competitive salary range of $100,000-$140,000 annually, alongside comprehensive benefits including 401(k) matching and various insurance plans.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×