Senior Wealth Advisor: Planning-First HNW
Job in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listed on 2026-01-10
Listing for:
JCW Group
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A wealth management firm based in Connecticut is seeking a Wealth Advisor to manage high-net-worth and ultra-high-net-worth households. This full-time role involves financial planning, investment oversight, and relationship management. Candidates should have 5–10+ years of experience, strong investment knowledge, and relevant certifications such as CFP. The position requires regular client-site travel and offers a competitive salary with incentives based on performance.
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Position Requirements
10+ Years
work experience
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