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Wealth Management Advisor: Affluent Portfolios
Job in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listed on 2026-01-07
Listing for:
U.S. Bank
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A major financial institution in Greenwich, CT is seeking a Wealth Management Advisor to work with affluent clients, offering tailored financial solutions. This role involves assessing client needs, providing investment strategies, and collaborating across financial services. Ideal candidates have a Bachelor's degree and experience in financial sales. The position offers a competitive salary with benefits, including healthcare and retirement plans.
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