Financial Advisor

AscendHire; Stamford (CT); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

Accelerated earnings

Comprehensive benefits

Career development

Work-life balance

Long-term growth

Job summary

AscendHire is seeking a Financial Consultant in Greenwich, CT to serve high-net-worth clients, guiding strategic wealth decisions with confidence and clarity. This role emphasizes trusted advisory relationships, sophisticated planning, and growth within a leading asset-management environment.

You will operate with an open architecture platform, delivering tailored solutions and robust client outcomes, backed by strong compliance and growth opportunities.

Qualifications

• Active FINRA licenses Series 7 and 66 (or 63 and 65) are required.
• CFP certification is highly valued.
• Proven success in business development, relationship-building, needs analysis, and solution delivery.
• 3+ years of financial advisory/planning experience.
• Client-first mindset with a passion for solving complex challenges.

Responsibilities

• In this high-visibility role, you will guide high-net-worth clients through pivotal financial decisions.
• You'll act as a strategic partner to a portfolio of clients, transforming portfolios and lives.
• Develop tailored wealth-management strategies, leveraging an open-architecture product suite.

Job description

$150K–$180K DOE (Base Salary + Guaranteed Monthly & Quarterly Bonuses)

Build a Career That Builds Future

sRecognized as one of the Best Places to Work in 2025, this Firm is among the world's largest asset managers. Due to recent growth, they are hiring a Financial Consultant in their Greenwich, CT, market, offering an extraordinary opportunity to step into a role where your expertise is valued, your growth is prioritized, and your impact is profound

.
In this highly visible position, you won’t just manage portfolios—you’ll transform lives. You’ll become a strategic partner to a portfoli o of high-net-worth client s, guiding them through pivotal financial decisions with confidence, clarity, and car

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Why This Role Is a Game-Chan

• gerTrusted Advisor Status: You’ll be the go-to expert for clients navigating wealth management, retirement strategies, and legacy planni
• ng.Open Architecture Advantage: Leverage a flexible product suite and cutting-edge tools to deliver tailored solutions without limitatio
• ns.Brand Builder: Represent a firm known for integrity and innovation, expanding its footprint through meaningful client interactio
• ns.Community Impact: Your work will ripple beyond portfolios—helping families, communities, and futures thri

ve.
What You B

• iredActive Series 7 & 66 (or 63 & 65) licenses—requi
• red.CFP certification—highly val
• ued.Proven success in business development, relationship-building, needs analysis, and solution deliv
• ery.3+ years of financial advisory/planning experie
• nce.A client-first mindset with a passion for solving complex challen

ges.
What You

• GainAccelerated Ear
• ence)Comprehensive Ben
• fice.Career Develo
• vity.Work-Life Ba
• vity.Long-Term G

pace.
Ready to Lead the Future of Financial Pla

nning?If you’re driven by purpose, fueled by relationships, and ready to grow with a firm that invests in your success, this is your m