Senior Wealth Advisor Strategy & Client Outcomes
Job in
Westport, Fairfield County, Connecticut, 06889, USA
Listed on 2026-01-19
Listing for:
ECG Resources
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A dynamic multi-family office is seeking a Senior Wealth Advisor to acquire Investment Management clients. This role emphasizes business development and client relationship management, requiring 5–8 years of experience in financial advising or wealth management. Candidates will create customized financial strategies and offer investment advice aligned with client goals. The position provides a potential pathway to future ownership for individuals demonstrating leadership and commitment.
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Position Requirements
10+ Years
work experience
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