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Senior Wealth Advisor – Holistic Planning

Job in Westport, Fairfield County, Connecticut, 06889, USA
Listing for: Vigilant Capital Management, LLC
Full Time position
Listed on 2025-12-23
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Advisor – Holistic Planning & Growth
A wealth management firm is hiring a Wealth Advisor to provide personalized financial planning services to high-net-worth clients. The ideal candidate should have over 5 years of experience, relevant qualifications in finance, and strong relationship-building skills. Responsibilities include developing financial plans, conducting client reviews, and collaborating with professionals to meet client goals.

This role offers a competitive salary, benefits, and opportunities for career development.
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Position Requirements
10+ Years work experience
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