Top 224 Financial planners Jobs in Stamford, Ct

Associate
AllianceBernstein —Stamford, CT
- $80,000 - $86,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid holidays
Financial and Wealth Management Advisor - Stamford
Northwestern Mutual —Stamford, CT
- $75,000 - $250,000 a year
- Full-time
- Background check
- Sales
- Marketing
- Paid training
- Health insurance
Quick Apply
FINANCIAL ADVISOR (WEALTH MANAGEMENT)
Aegis Capital Corp —Melville, NY
- $50,000 - $125,000 a year
- Full-time
- Background check
- Office
- Business development
Quick Apply
Financial Advisor
Edward Jones —Rye, NY
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Professional
New York Life —Uniondale, NY
- $65,000 - $150,000 a year
- Full-time
- Customer service
- In-person
- Associate's degree
- Disability insurance
- Health insurance
Quick Apply
External Wholesaler - Long Island
Janus Henderson —Darien, CT
- $100,000 a year
- Hybrid work
- Microsoft Word
- 5 years
- Computer literacy
- Health insurance
- Parental leave
Financial Advisor - Fairfield
Northwestern Mutual —Fairfield, CT
- $75,000 - $250,000 a year
- Full-time
- Background check
- Hospitality
- Sales
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor / Insurance professional
New York Life Insurance Company —Melville, NY
- $75,000 - $100,000 a year
- Full-time
- Mid-level
- Children
- In-person
- Continuing education credits
- Disability insurance
Quick Apply
Financial Sales Representative
New York Life —Uniondale, NY
- $85,000 - $150,000 a year
- Hybrid work
- Mid-level
- Office
- Business development
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor (Licensing & Training Provided)
Northwestern Mutual —White Plains, NY
- $61,000 - $250,000 a year
- Full-time
- Background check
- Sales
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Advisor
Blue Ocean Wealth Solutions —Greenvale, NY
- $90,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Health savings account
- Health insurance
Quick Apply
Wealth Management Advisor
Northwestern Mutual —Farmingdale, NY
- $60,000 - $140,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
CNO Financial Advisor - Hybrid Remote (CT)
CNO Financial Group, Inc. —Danbury, CT
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Wealth Management Advisor - with Full Training & Development Program
Northwestern Mutual —New Canaan, CT
- $75,000 - $159,000 a year
- Full-time
- Background check
- Mid-level
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Wealth Advisory Group —Melville, NY
- $40,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Sales and Financial Services Manager
New York Life —Uniondale, NY
- $85,000 - $250,000 a year
- Full-time
- Mid-level
- Mentoring
- Recruiting
- Relocation assistance
- Health insurance
Quick Apply
Aspiring Financial Advisor Program (Licensing & Training Provided)
Northwestern Mutual —Scarsdale, NY
- $72,000 - $150,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Paid training
- Health savings account
Quick Apply
Wealth Management Trainee (CT)
Bankers Life —Fairfield, CT
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Accelerated Path to Management Program(Training program provided)
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Melville, NY
- $98,058 - $107,218 a year
- Full-time
- Business development
- US work authorization
- Recruiting
- AD&D insurance
- Disability insurance
Quick Apply
Sales Career (Training provided)
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Melville, NY
- $70,000 - $150,000 a year
- Full-time
- Office
- US work authorization
- Leadership
- Continuing education credits
- Disability insurance
Quick Apply
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financial planners jobs near stamford, ct

Associate

AllianceBernstein -
Stamford, CT

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Job Details

Full-time
$80,000 - $86,000 a year

Benefits

Wellness program
Paid holidays
Disability insurance
Health insurance
Opportunities for advancement
Retirement plan

Qualifications

Customer communication
Customer relationship building
Bachelor's degree
Customer relationship management
Productivity software
Quantitative analysis

Full Job Description

Position Overview

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent.

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.

An Associate will:

Collaborate and network with senior professionals throughout the firm to fuel career success
Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs
Strive to provide a world-class level of customer service and support

Our Comprehensive Development Program

Associates will participate in a robust and comprehensive training program – The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background.

Components of the Associate Development Program (ADP) Include:

In-depth industry training on proprietary investments, services, policies and procedures
Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies
A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience
Behavioral training geared toward the development of communication, leadership, and other professional skills
Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role

Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual’s strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management.

Job Qualifications

We Are Seeking:

People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
Accomplished team players who thrive in a rigorous and challenging environment
Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
Individuals who have a bachelor's degree with excellence in academics and strong leadership experience
Proficiency in Word and Excel are required

Desired Qualifications

1-2 years client service experience, financial services industry experience a plus
The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus

Company Overview

Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.

Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.

In accordance with Connecticut law Public Act 21-30, the minimum and maximum base annual salary for this role is as follows:

Base Salary Range: $80,000 to $86,000

Join us in pursuing insights that unlock opportunities. Learn more at http://www.Bernstein.com

To learn more about Our Purpose and What We Stand for, visit us at http://www.bernstein.com/our-story/overview.html

#BernsteinPWM

Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition, AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off.

AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.

Stamford, Connecticut

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financial planners jobs in stamford, ct

Associate

Financial and Wealth Management Advisor - Stamford

FINANCIAL ADVISOR (WEALTH MANAGEMENT)

Financial Advisor

Financial Professional

External Wholesaler - Long Island

Financial Advisor - Fairfield

Financial Advisor / Insurance professional

Financial Sales Representative

Financial Advisor (Licensing & Training Provided)

Wealth Management Advisor

Wealth Management Advisor

CNO Financial Advisor - Hybrid Remote (CT)

Wealth Management Advisor - with Full Training & Development Program

Financial Advisor

Sales and Financial Services Manager

Aspiring Financial Advisor Program (Licensing & Training Provided)

Wealth Management Trainee (CT)

Accelerated Path to Management Program(Training program provided)

Sales Career (Training provided)

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