More jobs:
Client Portfolio Advisor | Multi-Family Office
Job in
Westport, Fairfield County, Connecticut, 06889, USA
Listed on 2026-01-12
Listing for:
ECG Resources, Inc.
Full Time, Seasonal/Temporary
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Overview
A well-established Multi-Family Office in Westport is seeking an investment-oriented, client-facing advisor with an entrepreneurial mindset to support the firm’s continued growth, including the potential for long-term equity participation.
Key Responsibilities- Serve as a primary client contact in partnership with senior advisors
- Engage proactively with HNW clients, addressing questions and requests with professionalism and responsiveness
- Handle client inquiries across a broad range of the firm’s services, bringing in additional team members as needed
- Collect and assess client information for suitability, while identifying opportunities to deepen relationships, expand wallet share, and generate referrals
- Contribute to growth initiatives, including refining marketing efforts and strengthening relationships with existing and prospective clients
- At least 3 years of experience in investment advisory or wealth management
- Strong investment acumen with a solid analytical background
Relocation Assistance Provided.
Additional DetailsSeniority level:
Associate
Employment type:
Full-time
Job function:
Finance and Customer Service
Industries:
Investment Management
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