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Wealth Investment Associate – Client Advisory
Job in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listed on 2026-01-19
Listing for:
U.S. Bankruptcy Court - District of CT
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking an Investment Associate to work closely with Financial Advisors in delivering tailored investment solutions. Responsibilities include advising on portfolio construction, identifying new business opportunities, and supporting complex investment strategies for high-net-worth clients. Candidates must have a Bachelor's degree, at least 5 years of experience in financial services, and requisite licenses within 180 days.
The role offers a comprehensive benefits package and competitive compensation based on experience.
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Position Requirements
10+ Years
work experience
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