Associate Financial Advisor

Alliance Global Partners; Stamford (CT); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking dedicated Financial Advisors to join their Westport office. This role offers the opportunity to work with high-net-worth clients, providing comprehensive wealth management services. As part of a thriving company with a rich history, you will manage client relationships, conduct financial planning, and identify new business opportunities. The firm sponsors necessary FINRA licenses for trainees, making this an excellent opportunity for both seasoned professionals and those starting their careers in finance. Join a team that values hard work and client success!

Qualifications

• Experience in wealth management and financial advising is preferred.
• Ability to manage multiple client relationships effectively.

Responsibilities

• Lead relationships with high-net-worth clients providing wealth management services.
• Manage client relationships and oversee implementation of financial recommendations.

Skills

Wealth Management

Client Relationship Management

Financial Planning

Investment Planning

Estate Planning

Education

Bachelor's Degree in Finance

FINRA License

Job description

Job Description

Financial Advisor Position Opportunity

We are a New York City-based, full-service, national investment banking firm with a 43-year history of serving retail and institutional clients, with more than 18 locations across the United States.

Website: www.allianceg.com

As we continue to grow, we are seeking established Financial Advisors, junior advisors, and Sales assistants, both FINRA-licensed and trainees, to join our Westport, Connecticut office. Trainee positions are available. We will sponsor all necessary FINRA licenses.

Primary responsibilities for this position, as appropriately licensed, include:

• Leading relationships with high-net-worth clients by providing comprehensive wealth management services;
• Managing multiple client relationships, including:
• Financial, estate, and investment planning research;
• Presenting, meeting, and developing recommendations for clients and prospects;
• Overseeing implementation of recommendations; and
• Coordinating with the client’s advisory team, including:
• Portfolio managers and operations
• Tax advisors
• Estate counsel
• Other professionals

Monitoring and managing clients’ wealth management plans;

Scheduling, coordinating, and participating in client meetings;

Communicating the company's services and capabilities to clients and prospects; and

Identifying and closing new business opportunities.

Positions are limited. We seek hardworking individuals to join our thriving company.

Website: www.allianceg.com

If interested, please contact us.