Top 11 Registered wealth management client Jobs in Shelton Ct

Client Service Associate - Hightower Signature Wealth
HighTower Advisors —Westport, CT
- $85,000 - $100,000 a year
- Full-time
- Office
- US work authorization
- Financial services
- Paid parental leave
- Health savings account
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Fairfield, CT
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
13d
Medical Field Case Manager
Enlyte —New Haven, CT
- $79,100 - $93,000 a year
- Full-time
- Hybrid work
- Nursing
- Microsoft Outlook
- RN License
- Travel reimbursement
- Health savings account
Financial Advisor
M&T Bank —Fairfield, CT
- Full-time
- Mid-level
- Business development
- Bachelor's degree
Financial Advisor
Northwestern Mutual —Fairfield, CT
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Senior Tax Associate
Moneco Advisors —Fairfield, CT
- Full-time
- CPA
- 5 years
- Office
5d
Licensed Financial Professional | Build Your Practice. Expand Your Future.
Legacy Grove Group —United States
- $90,000 - $180,000 a year
- Part-time
- Remote
- Background check
- Mid-level
- 3 years
- Professional development assistance
- Flexible schedule
Quick Apply
14h
Suitability Principal - VUL & Group Plans
MassMutual —United States
- $69,000 - $90,500 a year
- Hybrid work
- Customer service
- Office
- Finance
- Retirement plan
12h

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Registered Client Relationship Analyst
Morgan Stanley —New Albany, OH
Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as…
Registered Investment Advisor
WealthBridge Financial Group —Columbus, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$150,000 - $200,000 a year
Quick Apply
5d

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Client Service Associate - Hightower Signature Wealth

HighTower Advisors -
Westport, CT

Quick Apply

Job Details

Full-time
$85,000 - $100,000 a year

Benefits

Paid parental leave
Health savings account
Health insurance
Dental insurance
Paid time off
On-the-job training
Parental leave
Vision insurance
401(k) matching
Loan assistance
Pet insurance

Qualifications

Financial services customer support
Customer relationship building
Managing clients in a customer support role
Managing clients in a finance role
Task prioritization
Customer relationship management (CRM) systems (technically supported)
Client services
Investment account customer support
Compliance support tasks
Financial services
Process management
Customer interaction during outreach
Account opening
Entry level
Financial compliance

Full Job Description

Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

We are looking for a Client Service Associate to help bring our mission to life. The Client Service Associate controls our client experience. You will report to the Head of Office.

The Role:

Controls our client experience
Oversight of client onboarding process from start to finish including preparation of documentation establishing accounts; funding and getting client invested
Proactive outreach to clients to share team services, including their digital experience
Use CRM platform to document milestones in clients’ lives
Participate in projects and internal working groups to ensure the client’s needs are represented in projects
Ensure both clients and the team are protected by observing practice’s compliance policies
Support Advisors with operational tasks

What You’ll Bring:

Ability to anticipate challenges and address them
Ability to manage changing priorities in a day, and set expectations with others
Strong interpersonal skills: relationship builder; curiosity about people and their behaviors
Innate desire to be a problem solver
Attention to detail
Work experience in Financial Services desired, but not required
FINRA Securities licenses desired, but not required

What We Offer:
We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don’t need to feel locked into a fixed path or role.

We believe the foundation of a strong team is one in which each individual team member is permitted, encouraged, and supported to manage and develop their unique gifts and strengths. When combined with teammate’s unique gifts and strengths, the ensemble team is formed. It is in this way that when the individual team members succeed, the team succeeds, the client succeeds, and the community at large succeeds. We do not view these as mutually exclusive.

We provide:

Annual base salary of $85,000-$100,000 based on qualifications and experience
Annual, written compensation plans, developed alongside you, that outline the steps for your career progression, and team goals and metrics so you understand how you get compensated and grow over time
On-the-job training
Resources for career development
Support for continuous learning
Mentorship
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
PTO plan
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

You are a U.S. citizen, U.S. permanent resident, or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

#LI-Onsite

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Refine Your Search

registered wealth management client jobs in shelton ct

Client Service Associate - Hightower Signature Wealth

Registered Wealth Management Client Associate

Medical Field Case Manager

Financial Advisor

Financial Advisor

Senior Tax Associate

Licensed Financial Professional | Build Your Practice. Expand Your Future.

Suitability Principal - VUL & Group Plans

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