Financial Advisor - Stamford, Connecticut

Lenox Advisors; Stamford (CT); On-site; USD 70,000 - 100,000; Full time

Job summary

Lenox Advisors, located in Stamford, Connecticut, is seeking experienced Financial Advisors to guide individuals and families toward financial stability. The role involves establishing long-term client relationships, providing tailored financial solutions, and engaging in professional development. Ideal candidates are relationship-oriented, self-motivated, and align with the company’s values of trust and teamwork. The firm offers a collaborative environment with opportunities for career advancement and personal growth.

Qualifications

• Strong relationship-building skills and client-centric mindset.
• Proven ability to network and cultivate referrals.
• Self-motivated, independent, and goal-oriented.

Responsibilities

• Establish networks and cultivate referrals.
• Develop and maintain long-term relationships with clients.
• Provide financial solutions through fact gathering and needs analysis.
• Engage in ongoing professional development and joint work.

Skills

Relationship-building

Networking

Client-first approach

Financial solutions development

Job description

If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life - and that of everyone you touch.

As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future.

Who we are :

Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children's college education, etc.

You will build upon your natural abilities to connect with, educate and guide others, while honoring the values we share with you :

• The Lenox brand represents a caring, creative, and passionate family of professionals. It's important that your values align to ours - trust, teamwork and accountability.
• Make an impact on people's lives, and the communities you care for by providing paths to financial stability and peace of mind
• Follow a well-defined career path that integrates education with mentorship and teaming opportunities
• Transparency, honesty, and clarity as the fundamental ingredients of partnership
• A culture of innovation that embraces growth and the changes that come with it
• Flexibility to design the life you want, backed by the security of a large, established company like ours

How will you build your practice?

You will...

• Establish networks and cultivate referrals
• Develop and maintain long‑term relationships with clients
• Provide financial solutions through fact gathering and needs analysis
• Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates

Who do you need to be?

• A strong relationship-builder who takes a client‑first approach
• A proven networker and marketer (alt : "connector of people")
• A dedicated worker : independent, self‑motivated and goal oriented