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Job Description Compensation: $100,000 – $125,000 base plus bonus + benefits, depending on experience About the Role: Our client is a top-producing wealth management practice with a small, close-knit team with a culture of direct communication, collaboration and growth. They are seeking an experienced, tech-savvy professional who thrives in a fast-paced environment and can quickly shift gears while delivering high-quality planning support. This role is designed for someone with deep planning expertise who can provide strategic plan recommendations. Responsibilities: • Interpret and analyze client situations, providing proactive insights and recommendations, • Research and design customized planning strategies, leveraging financial planning software, • Collaborate with advisors to build and refine complex financial plans tailored to client needs, • Manage plan creation, updates, and deliverables with a high level of accuracy, • Support client meetings by preparing materials, running scenarios, and handling follow-up tasks, • Sit in on meetings to explain complex plan strategy as needed, • Partner with the operations and service teams to ensure seamless client experience, • Balance multiple priorities and projects with agility and attention to detail Qualifications: • 5+ years of financial planning/paraplanning experience, • CFP completed coursework or designation required, • Life & Health Insurance license required, • Series 7 required, • Strong knowledge of financial planning principles and tools; advanced tech proficiency required, • Demonstrated ability to anticipate advisor/client needs and take initiative, • Comfortable working in a small team environment with straightforward communication styles

Job Description Becoming an Advisor Becoming a financial advisor at Northwestern Mutual is an opportunity to help your clients achieve their goals through financial planning. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client’s unique needs, • Manage your client’s financial plans to help them achieve their goals Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained advising forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement for course tuition fees and books. Compensation & Benefits • Advisor annual earnings of $82K-$250K (years 1-3), • Enhanced income structure to support training and early development, • Renewal income earned for continued client support and financial management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, • Certified Financial Planner® licensing support, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Bachelor’s degree (preferred), • A background in finance, marketing, business development, or athletics, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: • Top 5 US Independent Broker-Dealers, • Unsurpassed financial strength with total company assets of $366 billion, • Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management, • Fortune 500® company (2025) – Ranked 109th, • Forbes’ Best Employers for Diversity (2023), • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023), • 2024 Training APEX Award winner

Job Description Financial Advisor Position Opportunity We are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States. website As we continue to grow, we are seeking established Financial Advisors as well as junior advisors and Sales assistants, both FINRA-licensed and trainees looking to join and work in our Westport Connecticut office. (trainee positions available as well.) We will sponsor for all FINRA licenses Primary responsibilities for this position, as appropriately licensed include: • Leading relationships with high-net-worth clients by providing high-touch comprehensive wealth management services;, • Constructing and ultimately overseeing all aspects of managing multiple client relationships, including:, • Research related to financial, estate, and investment planning;, • Presenting, meeting, and developing recommendations to clients and prospective clients;, • Overseeing implementation of agreed-upon recommendations; and, • Coordination with members of the client’s advisory team, including:, • Portfolio managers and operations, • Tax advisors, • Estate counsel, • Other professionals, • Ongoing monitoring and management of the client’s wealth management plan;, • Scheduling, coordinating, and actively participating in client meetings;, • Communicating the full range of the Company’s services and capabilities to clients and prospective clients; and Website If interested you can contact us Company DescriptionA.G.P. / Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers. A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Custody and Clearing and RBC Custody and Clearing. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests.A.G.P. / Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers. A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Custody and Clearing and RBC Custody and Clearing. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests.

Job Description On behalf of our client, we are conducting a search for a Lead Financial Advisor to anchor and grow an emerging presence in the Stamford or Greenwich area. This opportunity is designed for a CFP or CFA who wants to deliver sophisticated planning and relationship leadership without the pressure of bringing a portable book of business. A transferable book is not required. THE OPPORTUNITY This role offers the ability to function as a true Personal CFO for high net worth and ultra high net worth clients. The advisor will serve as the primary relationship lead and will design, implement, and oversee comprehensive wealth management strategies aligned with clients long term life and financial objectives. The firm provides • Strong brand credibility and national infrastructure, • Centralized investment, planning, and operational support, • Equity participation and long term ownership pathway, • Growth capital and marketing support in an emerging market This is an opportunity for an advisor who values depth of planning, intellectual rigor, and long term client impact over transactional production models. WHAT YOU WILL DO • Lead complex, holistic financial planning engagements across investments, tax strategy, estate planning, retirement planning, and risk management, • Serve as the senior relationship quarterback for client households, • Collaborate with internal specialists and external professionals to deliver integrated solutions, • Build meaningful presence within the Stamford and Greenwich professional community, • Develop referral relationships with custodial and professional partners, • Mentor and collaborate with a local service team to ensure exceptional client experience WHO THIS IS IDEAL FOR • CFP or CFA with 6 plus years of wealth management or advanced planning experience, • Advisor operating in a private bank, wirehouse, or RIA model who wants deeper planning engagement, • Professional seeking equity and long term ownership participation, • Advisor motivated by fiduciary advice and client centric culture rather than product distribution, • Individual with strong local credibility who wants to build strategically without being required to transition assets COMPENSATION AND STRUCTURE • Competitive base salary, • Discretionary year end profit sharing, • Restricted equity grants at hire, • Accelerated pathway to ownership participation, • Comprehensive benefits and retirement match This role will initially operate with flexibility as the Stamford or Greenwich presence continues to expand. The long term vision includes a permanent local office environment with collaborative in person engagement.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Stamford. Here’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning, • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor, • Proactively develops and expands relationships within the community, • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team, • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc., • Candidates must have a four-year degree, • Required professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment., • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm, • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis, • Unquestioned commitment to integrity in personal and professional activities, • Highly motivated with ability to function well in a fast-paced environment, • Self-starter by nature, • Excellent organizational, leadership, communication and presentation skills, • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.

The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth.

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment product and thought leadership platform along wit

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment rega

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Private Client Advisor in Chase Wealth Management, you will offer co

Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc. Senior Wealth Advisor Safe Act - Western Connecticut. The Wealth Relationship Advisor Safe Act is a seasoned professional role.

The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein Private Wealth Management advises high-net-worth clients on planning forand living withthe complexities that come with wealth.

Annuities are made available through Chase Insurance Agency, Inc. CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. JPMS, CIA and JPMorgan Chase Bank, N.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Annuities are mad

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. Bank is an equal opportunity emp

Job Description Summary The role of the highly experienced Technical Consultant, Charles River Everywhere (CRE) is to lead workflow design and platform configuration within an advisor-driven wealth management environment. This role is responsible for end-to-end CRE user journey design, functional configuration, IBOR batch support, and API-driven integrations that enable front-, middle-, and back-office processes. The ideal candidate combines deep wealth management expertise with hands-on CRE configuration experience and a strong understanding of IBOR and system integrations. This individual will serve as a key liaison between business and technology stakeholders, driving alignment, execution, and production delivery. Responsibilities • Lead CRE Workflow Design: Oversee end-to-end user journey design for advisor-driven wealth management workflows, collaborating with business stakeholders to ensure alignment with business needs., • Configure CRE Functional Components: Configure CRE user workflows, navigation structures, role-based entitlements, layouts, and views; coordinate with Charles River teams to deploy updates into Production environments., • Manage IBOR Batch Processing: Configure and validate batch jobs required to support Charles River IBOR processes, ensuring accurate and timely data integrity., • Enable API-Driven Integrations: Configure and validate APIs supporting new accounts, updates, client restrictions, servicing requests (contributions, withdrawals, tax selling), portfolio transitions, and other CRE-enabled processes., • Facilitate Stakeholder Engagement: Lead team meetings and working sessions with business teams, ensuring clear communication, requirement alignment, and timely issue resolution. Qualifications • Wealth Management Expertise: Strong understanding of advisor-driven wealth management processes, workflows, and user journeys., • 6 yrs Charles River Configuration Skills: Hands-on experience configuring Charles River Everywhere, including workflows, entitlements, views, layouts, and navigation., • Integration & API Knowledge: Demonstrated ability to configure, validate, and troubleshoot API-driven interfaces supporting front-, middle-, and back-office needs., • IBOR Functional Understanding: Experience supporting or configuring Charles River IBOR batch jobs and related operational processes., • Stakeholder Leadership: Proven ability to lead cross-functional meetings, gather requirements, influence decisions, and manage expectations with business and technical partners. Location This role is responsible to go onsite to a local office for first week of orientation and then following, Remote in the US. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa currently. To be considered for this position, candidates must reside in one of the following U.S. states: AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WI, and Washington DC. Candidates residing outside these states are not eligible for consideration currently. We are committed to pay equity and transparency. The compensation range for this position represents our good faith estimate of the range we reasonably expect to pay for this role at the time of posting. The actual compensation offered will be determined based on factors such as the candidate's experience, skills, education, work location, and internal equity. In addition to base pay, employees may be eligible for discretionary bonuses, commissions, or other incentive programs, as well as a comprehensive benefits package that includes medical, dental, vision, 401(k), paid time off, etc. Estimated Compensation Range:$125,874—$152,848 USD FormativGroup operates within the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. We are specialists who help the middle market take full advantage of their technology investments with deep, industry-centric expertise, all in one place, to unify fragmented systems. With deep technical expertise across cloud architecture, system integration, AI, and data strategy, we bridge the gap between business goals and modern platforms. FormativGroup is an equal opportunity employer providing opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. ADA Specifications: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. #formativgroupcareers #WorkWithUs Click here to view our Privacy Policy

Job Description Summary The role of the experienced Senior Technical Consultant, Charles River Everywhere (CRE) is to support the configuration and optimization of advisor workflows within a wealth management environment. This individual will play a key role in designing user journeys, enhancing advisor-facing processes, and aligning platform capabilities with business needs. The ideal candidate brings hands-on CRE configuration experience and a strong understanding of advisor-driven business operations. This role requires both technical proficiency and the ability to collaborate effectively with business and technology stakeholders. Responsibilities • Configure and customize Charles River Everywhere (CRE) to support wealth management operations and advisor workflows, • Design and optimize user journeys, navigation structures, layouts, and entitlement-based views, • Translate advisor and business requirements into scalable CRE configurations, • Partner with wealth management stakeholders to improve advisor-driven processes and platform usability, • Support workflow enhancements across portfolio management, trading, and related wealth processes, • Collaborate with technology teams to ensure system configurations align with broader platform architecture, • Provide guidance on best practices for CRE configuration and process optimization, • Assist with validation, testing, and implementation of configuration changes Qualifications • Demonstrated experience within wealth management environments, particularly supporting advisor-driven business processes, • 8 yrs Hands-on experience configuring Charles River Everywhere, including:, • User workflows, • Navigation structures, • Entitlement-based views and layouts, • Strong understanding of advisor workflows and wealth management operational processes, • Ability to communicate effectively with both business users and technical stakeholders, • Strong analytical and problem-solving skills Preferred: • Working knowledge of Charles River Development (CRD) Investment Book of Record, including:, • Activity posting, • Positions and tax lot maintenance This role is responsible to go onsite to a local office for first week of orientation, and remote there after unless requested. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa currently. To be considered for this position, candidates must reside in one of the following U.S. states: AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WI, and Washington DC. Candidates residing outside these states are not eligible for consideration currently. We are committed to pay equity and transparency. The compensation range for this position represents our good faith estimate of the range we reasonably expect to pay for this role at the time of posting. The actual compensation offered will be determined based on factors such as the candidate's experience, skills, education, work location, and internal equity. In addition to base pay, employees may be eligible for discretionary bonuses, commissions, or other incentive programs, as well as a comprehensive benefits package that includes medical, dental, vision, 401(k), paid time off, etc. Estimated Compensation Range:$143,039—$173,690 USD FormativGroup operates within the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. We are specialists who help the middle market take full advantage of their technology investments with deep, industry-centric expertise, all in one place, to unify fragmented systems. With deep technical expertise across cloud architecture, system integration, AI, and data strategy, we bridge the gap between business goals and modern platforms. FormativGroup is an equal opportunity employer providing opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. ADA Specifications: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. #formativgroupcareers #WorkWithUs Click here to view our Privacy Policy

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Develop a high-quality wealth management practice that provides a personaliz

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Our Wealth Advisors conduct thorough discoveries to understand a client's sho

Wealth Advisor - Build Your Legacy, Empower OthersType: Full-Time. Are you an experienced and licensed Wealth Advisor with an established book of business? Are you looking for the freedom to work independently-without sacrificing top-tier support, technology, and collaboration?. As a Wealth Advisor,

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. At least 2 years in a Financial Advisor role or equivalent financial services experience. Morgan Securities LLC (JPMS), a registered broker-dealer and inves

A leading financial organization in Greenwich, Connecticut, is seeking an experienced UHNW Private Banker to engage with high-net-worth clients.This role requires over 15 years in private banking, highlighting relationship development and strategic financial advice.Candidates will benefit from a com

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

This exciting opportunity at Webster Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance. Bancorp Investmen

Candidates should excel in sales and possess strong insights into investments and wealth planning. A leading financial institution in Greenwich, Connecticut, is seeking an experienced Private Banker to provide exceptional client experiences and manage wealth.

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client exp

About Westchester Community College:.Westchester Community College was founded in 1946 as the New York State Institute of Applied Arts and Sciences in White Plains.In 1957, the County of Westchester bought the 360-acre John Hartford estate in Valhalla and designated 218 acres for the community colle

Armonk Veterinary Hospital is an independently owned practice located in the heart of Armonk, NY.We are seeking a knowledgeable and compassionate full-time receptionist to join our team! The ideal candidate will be the first point of contact for our clients and will be responsible for welcoming them

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can cash

Landlord Tenant Corporation Hiring for a Full Time Administrative Assistant for a new office on Long Island.IMMEDIATE HIRE! This Jobot Job is hosted by: Adam Cejnowski Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $50,000 - $65,000 per year A bit

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can cash

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Take your CDL-A career further! Our drivers work hard to move, supply, and provide for America's favorite brands.Being reliable and dedicated to safety has defined our success as an industry leader for 130+ years.Join McLane and discover the driving difference-we provide you with industry-leading pa