Wealth Advisor

Ivy Way Placements; Stamford (CT); Hybrid; USD 110,000 - 180,000; Full time

Benefits offered by this job

Freedom to work fully remote or in-office

Business growth support through referrals

Access to advanced tech tools

Open Product Access

Collaborative Culture

Job summary

A leading financial services firm is seeking an experienced Wealth Advisor to join their team. This position offers the flexibility to work remotely or in an office, ideal for those established in the industry with a book of business. As a Wealth Advisor, you will provide tailored financial strategies to clients, leveraging advanced technology and business growth support. The ideal candidate should possess strong communication skills, a proven track record in wealth management, and the necessary qualifications, including Series 7 and 66 licenses.

Qualifications

• Active Series 7 and 66 (or Series 63 & 65) licenses required.
• Active Life and Health Insurance License necessary.
• Minimum of 3 years in wealth management or investment advising.
• Proven track record managing and growing a personal book of business
• Strong communication skills and a passion for helping people succeed financially

Responsibilities

• Provide personalized financial advice to clients.
• Maintain and grow a personal book of business independently.
• Utilize an open-architecture platform to offer tailored products.
• Utilize cutting‑edge CRM and portfolio management tools to maximize efficiency
• Receive back‑office, compliance, and marketing support so you can focus on what matters—your clients
• Collaborate with an elite network of other experienced Wealth Advisors

Skills

Strong communication skills

Client relationship management

Financial planning

Excellent communication

Wealth management experience

Tools

CRM and portfolio management tools

Job description

Stamford, United States | Posted on 07/29/2025

Ivy Way Placements offers a comprehensive suite of services tailored to meet the needs of both job seekers and employers. Our primary services include:

• Talent Acquisition: Connecting highly skilled finance professionals with leading firms.
• Career Coaching: Assisting candidates in navigating their career paths within the finance industry.
• Client Consulting: Advising companies on best practices for recruitment and talent retention.
• Wealth Management Guidance: Providing expertise in financial planning for both individual clients and corporate entities.

Job Description

Wealth Advisor – Build Your Legacy, Empower OthersType: Full-Time
Location: Remote, On-site, or Hybrid (Flexible)

Are you an experienced and licensed Wealth Advisor with an established book of business? Are you looking for the freedom to work independently—without sacrificing top‑tier support, technology, and collaboration?

If so, we invite you to join a dynamic and growing team that values your expertise, supports your success, and gives you the flexibility to do your best work—from wherever you choose.

What Makes This Role Special? As a Wealth Advisor, you’ll have the opportunity to design personalized financial strategies that truly make an impact. Whether you’re helping clients plan for retirement, invest wisely, or build generational wealth, you’ll have access to robust tools, an open product platform, and a powerful referral network.

We understand that success in this field starts with trust and continues with results. That’s why our model is built to support your growth—while giving you the space to shine on your own terms.

• Provide personalized, strategic financial advice to meet each client’s unique goals
• Maintain and grow your existing book of business with full autonomy
• Leverage a broad open‑architecture platform to offer tailored investment products
• Utilize cutting‑edge CRM and portfolio management tools to maximize efficiency
• Receive back‑office, compliance, and marketing support so you can focus on what matters—your clients
• Collaborate with an elite network of other experienced Wealth Advisors

What We’re Looking For: from Wealth Advisor

• ✔️ Active Series 7 and 66 (or Series 63 & 65) licenses
• ✔️ Active Life and Health Insurance License
• ✔️ At least 3 years of experience in wealth management or investment advising
• ✔️ Proven track record managing and growing a personal book of business
• ✔️ Strong communication skills and a passion for helping people succeed financially

What You’ll Gain:

• Freedom & Flexibility – Choose to work fully remote, in an office, or both
• Business Growth Support – Referrals, marketing, and business development assistance
• Advanced Tech Tools – From CRM to portfolio platforms, we’ve got you covered
• Open Product Access – Offer your clients the best solutions for their needs
• Collaborative Culture – Work independently, but never feel isolated

Whether you’re seeking to grow your client base, improve work‑life balance, or take full control of your professional future, this is your chance to do it with the right team behind you.

Be the Wealth Advisor your clients rely on—for life.