More jobs:
Financial & Wealth Advisors
Job in
Fairfield, Fairfield County, Connecticut, 06828, USA
Listed on 2026-01-07
Listing for:
StaffWorthy
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
About the job Financial & Wealth Advisors
Financial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create passive income streams, etc.
Clients include large broker-dealers, RIA Custodians, Independent RIAs, Banks, and Private Wealth Advisory firms across the U.S.
- Should have your own client portfolio that you manage. Minimum book of business $30-40m.
- Has not been recently terminated from another advisor role.
- Located in the United States.
- Is not encumbered by a non-compete or non-solicit.
- May be an independent looking for a better support structure.
- May want to work with a team that will allow for an exit strategy - a succession plan.
- May be a small group of advisors looking for marketing and operational support that will allow for more rapid growth.
- Whatever the situation, we likely can find you a home. The key is your ability to bring your existing clients with you.
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