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Senior Wealth Manager
Job in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listed on 2026-07-14
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
Highlights
- Advise high net worth client relationships, inclusive of multi-generational families, regarding comprehensive wealth management, complex tax and estate planning strategies and investment management
- Opportunity to source business from 10 WAS and SAN branches
- The role is open due to succession planning for a retiring advisor as well as 30%+ year-over-year AUM growth
- Hybrid schedule, based out of the Westport Office
- Compensation package in the $200k+ range
- 7+ years of wealth management experience advising ultra-high net worth clientele
Position Requirements
10+ Years
work experience
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