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Personal CFO UHNW Wealth — Equity Path
Job in
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-03-05
Listing for:
Professions Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A financial advisory firm is seeking a Lead Financial Advisor to grow its presence in Stamford or Greenwich. This role is ideal for a CFP or CFA with over 6 years of experience who values sophisticated planning and relationship leadership. Responsibilities include overseeing comprehensive wealth management strategies and serving as the primary client relationship lead. Competitive salary with profit sharing and equity participation opportunities are offered.
Flexibility in work environment is included as the presence expands.
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