Wealth Advisor Autonomous Practice; Remote/Hybrid
Remote / Online - Candidates ideally in
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-01-20
Stamford, Fairfield County, Connecticut, 06925, USA
Listing for:
Ivy Way Placements
Full Time, Part Time, Remote/Work from Home
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking an experienced Wealth Advisor to join their team. This position offers the flexibility to work remotely or in an office, ideal for those established in the industry with a book of business. As a Wealth Advisor, you will provide tailored financial strategies to clients, leveraging advanced technology and business growth support. The ideal candidate should possess strong communication skills, a proven track record in wealth management, and the necessary qualifications, including Series 7 and 66 licenses.
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