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Senior Wealth Advisor – Retirement & Investments

Job in Stamford, Fairfield County, Connecticut, 06925, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking an experienced professional to manage client relationships and provide personalized investment guidance. The role requires strong knowledge of financial markets and investment products, along with required certifications such as CFP, Series 7, and Series 63. The ideal candidate will have experience with High Net Worth clients and exceptional interpersonal skills. This is a hybrid role that offers a competitive salary and benefits, supporting both personal and professional growth.
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Position Requirements
10+ Years work experience
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