50 Office Advisor Jobs in Stamford, CT
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Wealth Management Advisor Equitable Advisors - Stamford, CT, United States o More than 190 Elite Advisor Group firms o 80 branch offices Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN 10 days ago
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RIA and Patform Sales Lumenai Investments LLC - Stamford, CT, United States and reporting platform for professionals – global family offices, wealth advisors, platforms, retirement plans, institutions, and asset managers. Our aim is to design and manage custom, index-beating investment 15 days ago
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Branch Office Administrator Edward Jones - Ridgefield, Connecticut associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along with the financial advisor. You are the first 3 days ago
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High Networth Financial Advisor (Stamford) Talent Focus Executive Search and Consulting - Stamford, CT, United States Talent Focus is partnering with a distinguished international wealth management institution to identify an exceptional Financial Advisor for their Private Client practice in their waterfront offices 30 days ago
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Investment Operations Associate Cambium Group - Rye Brook, NY, United States efficiently. Demonstrate initiative in expanding knowledge of regulatory requirements, industry regulations, and financial concepts. Collaborate effectively with local office support members, Financial Advisors 13 days ago
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Inside Sales Representative A Place For Mom - New Rochelle, New York you improve performance over time Proficient in Digital – fluent and comfortable with Microsoft Office and digitally savvy in order to learn and use our internal CRM system Flexible – to achieve targets 8 days ago
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Vice President - Restructuring / Workout Arena Investors, LP - Purchase, NY, United States complicated assets, while overseeing and training team members and support analysts Extensive interface with Front Office, Asset Management, Finance and Operations teams, as well as Quaestor Strategic Advisors 12 days ago
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Director of RIA Sales Blue Signal Search - , NY, United States and Family Office channel. Cultivate and strengthen relationships with alternative-focused Registered Investment Advisors. Serve as a subject matter expert on the company’s platform and alternative investment 9 days ago
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J.P. Morgan Wealth Management - Practice Management Consultant JPMorgan Chase Bank, N.A. - Mineola, NY offices. As the Practice Management Consultant, you partner with Market and Regional Leadership to develop Financial Advisors. You will coach Business Development, Business Management, Financial Planning 7 days ago
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Head of Engineering Bridge - New York, NY, United States The Company: Bridge enables financial advisors and family offices to access private investments, track documents, and manage their data in a centralized platform. By eliminating the need to chase 8 days ago
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- New York, NY (41)
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- Wethersfield, CT (6)
- Hartford, CT (5)
- Jersey City, NJ (3)
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