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Wealth Advisor @ FIR

Stamford, CTOnsiteFull-timePosted 251 days ago

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About this role

We are currently looking for a Wealth Advisor to join our First County Advisors team! This individual will serve as the primary relationship manager for a select group of high-net-worth clients, delivering holistic, customized wealth management solutions, as well as deepening existing relationships and cultivating new business through strategic prospecting, trusted advice, and exceptional client service. As the client’s key point of contact, the Wealth Advisor drives growth through thoughtful planning, proactive guidance, and coordination with internal partners and external advisors. Work Hours: 8:30am - 4:30pm, Monday through Friday.

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Wealth Advisor at FIR | ResuMinder Jobs