Top 919 client associate Jobs in stamford ct

Associate Wealth Advisor
TPM Placement —Greenwich, CT
- $120,000 - $140,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Receptionist
McBean Law, PLLC —White Plains, NY
- $17 - $19 an hour
- Full-time
- Spanish
- Office
- US work authorization
- Paid holidays
- Health insurance
Quick Apply
Client Service Associate
Twenty Four Wealth Management —Darien, CT
- $65,000 - $80,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Paid training
- Paid holidays
Quick Apply
Scheduling Coordinator
Emerest Home Care of Connecticut —Stratford, CT
- $24 - $30 an hour
- Full-time
- Spanish
- Office
- Analysis skills
- Health savings account
- Paid holidays
Quick Apply
Tax Associate - Private Equity
CM Group —Greenwich, CT
- $60,000 - $90,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Research
- Paid training
- Wellness program
Quick Apply
Client Service Associate
Rightclick —Darien, CT
- From $60,000 a year
- Microsoft Outlook
- Mid-level
- Office
Quick Apply
IT Support Associate
CMIT Solutions of Hartford & Stamford —Stamford, CT
- $18 - $30 an hour
- Part-time
- Hybrid work
- Research
- Windows
- Entry level
- Work from home
- Flexible schedule
Quick Apply
Receptionist
Safavieh Inc. —Stamford, CT
- $20 an hour
- Full-time
- Bilingual
- Office
- Administrative experience
Client Success Associate
Realty Plans —Stamford, CT
- $22 an hour
- Full-time
- High school diploma or GED
- Computer skills
- Communication skills
- Paid time off
- Opportunities for advancement
Quick Apply
Retail Associate - Greenwich
Aritzia —Greenwich, CT
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Client Associate
Rockefeller Capital Management —Stamford, CT
- $45,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Bachelor of Science
- Writing skills
- Health insurance
- Retirement plan
14d
Sales Associate
Spartan Fitness —Stamford, CT
- $18 - $20 an hour
- Weekends as needed
- Google Workspace
- High school diploma or GED
- Ability to sit for extended periods
- Disability insurance
- Health insurance
Quick Apply
Associate Veterinarian
Home Veterinary Services —Trumbull, CT
- $100,000 - $160,000 a year
- Full-time
- Entry level
- Continuing education credits
- Paid parental leave
Quick Apply
Associate Attorney
Baxter & Smith, PC —Hicksville, NY
- $80,000 - $160,000 a year
- Full-time
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney
Front Door Management —West Harrison, NY
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Associate Veterinarian – Privately Owned Small Animal Hospital (Glen Cove, NY)
Green Forest Veterinary Hospital —Glen Cove, NY
- $110,000 - $160,000 a year
- Part-time
- Doctoral degree
- In-person
- Entry level
- Continuing education credits
- Health insurance
Quick Apply
Associate Attorney - 1-5 Years Experience
LaMagna McKenna PLLC —White Plains, NY
- $85,000 - $150,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Paid holidays
- Health insurance
Quick Apply
Litigation Associate
Condon Paxos PLLC —Nanuet, NY
- $100,000 - $130,000 a year
- 8 hour shift
- Writing skills
- Mid-level
- Office
- Paid time off
- Professional development assistance
Quick Apply
7d
Associate Veterinarian - Feline Medicine
Global Talent Partners —Stamford, CT
- $120,000 - $150,000 a year
- Mid-level
- Patient care
- Paid parental leave
- Health savings account
Quick Apply
2d
Hairstylist
VS1 Salon —Great Neck, NY
- $100 - $200 a day
- Full-time
- Cosmetology License
- Mentoring
- Computer skills
Quick Apply

I want to receive the latest job alert for client associate in stamford ct

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client associate jobs near stamford ct

Associate Attorney jobs in White Plains, NY

Private Equity Associate jobs in Greenwich, CT

Veterinarian jobs in Stamford, CT

Hair Stylist jobs in Great Neck, NY

Receptionist jobs in White Plains, NY

Client Associate jobs in Stamford, CT

Scheduling Coordinator jobs in Stratford, CT

Client Services Associate jobs in Darien, CT

Receptionist jobs in Stamford, CT

Retail Sales Associate jobs in Greenwich, CT

Sales Associate jobs in Stamford, CT

IT Support jobs in Stamford, CT

Wealth Management Advisor jobs in Greenwich, CT

Associate Attorney jobs in South Carolina

Clinical Research Associate jobs in Raleigh, Nc

Associate Attorney jobs in Conshohocken, Pa

Associate Attorney jobs in El Paso, Tx

Associate Attorney jobs in West Hartford, Ct

Child Development Associate jobs in Los Angeles, Ca

Employment Attorney jobs in New York, Ny

Associate Wealth Advisor

TPM Placement
Greenwich, CT

Quick Apply

Job Details

Full-time
$120,000 - $140,000 a year

Benefits

Health insurance
401(k)
Retirement plan

Qualifications

Financial planning software
Wealth management
Customer relationship building
Series 66
Series 7
Bachelor's degree
Financial services
Practicing in the securities industry
Time management

Full Job Description

Position: Associate Wealth Advisor

Location: Greenwich, CT

Status: Full time, in office
Compensation: $120K-$140K

We are a boutique, Fairfield County-based fiduciary Wealth Management firm, independently operated and custodied through Raymond James. We help clients make informed financial decisions through comprehensive planning and investment management, working closely with them on retirement planning, investments, cash flow, and long-term financial goals, with an emphasis on practical advice, strong relationships, and a high level of personal service. We take pride in being responsive, thoughtful, and highly attentive to the needs of the individuals and families we serve.

Our team is close-knit, working collaboratively to bring our core values to life each day: a client-first approach, integrity, authenticity, humility, and abundance. We are committed to delivering high-quality, high-touch experiences so that every client receives our utmost attention.

The Associate Wealth Advisor position is focused on supporting the lead advisor with a secondary responsibility of generating revenue. This position is responsible for the retention of existing client relationships as well as the development of new client connections.

The Associate Wealth Advisor opportunity offers strong long term growth potential, including opportunities for additional compensation tied to new revenue generation and a potential future path toward equity participation in the firm.

This individual must have strong relationship management skills. They must be reliable, organized and deadline-driven, as well as dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment.

The attributes that we look for in teammates include:

· A sincere commitment to earning each client’s trust by doing what’s best for them

· Exceptional listening and communication skills with a genuine curiosity about people

· Strong financial planning knowledge across investments, retirement, tax, and estate topics

· Desire to continuously learn, grow, and mentor junior team members

· Humility and high responsiveness toward client needs

· Natural self-starter with a strong sense of time management and task prioritization

· Careful attention to detail combined with the ability to move work forward efficiently

· Firm commitment to compliance, process, and operational excellence

· Ability to work autonomously within areas of responsibility, as well as collaboratively with the broader team

· Flexibility and openness to new ideas, with a willingness to adapt and innovate

· Strong interpersonal skills, building rapport easily with clients and colleagues

· Desire to be a long-term contributing member of the team and firm

Responsibilities Include:

Help individuals meet their unique financial needs and objectives on an ongoing basis:
Establish and define the client-planner relationship.
Gather data, including goals.
Analyze and evaluate financial status.
Develop and present financial planning recommendations and/or alternatives.
Implement financial planning recommendations.
Monitor the financial planning recommendations.
Analyze the income, assets, expenses, and liabilities of clients as requested and at least once annually to review and update their financial situation and ensure comprehensive goals and objectives are being met.
Recommend plans and products to help clients achieve their goals; identify appropriate investment and insurance solutions: estate issues; tax considerations; retirement planning or business planning objectives.
Comply with all FINRA/SEC/Raymond James compliance regulations; satisfy continuing education requirements.
Provide personal client service such as but not exclusive to:
Work effectively with affiliated professionals who also serve as advisors to clients.
Develop and sustain relationships with other in-house professionals and strategic alliances; when necessary, refer clients to strategic allies, such as attorneys, to ensure their needs are met.
Respond to questions and concerns of clients.
Schedule and plan client meetings using the contact management system.
Rebalance client portfolios based on planner’s criteria and using appropriate tools.
Remain up to date on industry developments, service, and product enhancements; regulatory issues; client needs or wants; and so forth.
Participate in the firm’s investment committee, as appropriate.

Qualifications:

Bachelor’s Degree in Finance or related field
Series 7, Series 63, and Series 65 or 66 licenses
Experience working in small office environments highly desirable
Ability to convey complex concepts simply
Strong client facing experience in Wealth Management
Excellent knowledge and communication of financial planning concepts and terminology
Excellent knowledge of products such as mutual funds, stocks, bonds, insurances, and annuities
Comfort with estate planning concepts, identifying client needs, and referring appropriately to estate attorneys and CPAs, while maintaining those relationships as key centers of influence
Experience handling tax-related questions and working closely with tax professionals on behalf of clients.
Proficiency with computer programs, including MS Office Suite (particularly Excel), Envestnet, Redtail, GPM (MoneyGuidePro white labeled for Raymond James), etc.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us and you. We look forward to meeting you!

Pay: $120,000.00 - $140,000.00 per year

Benefits:

401(k)
Health insurance
Retirement plan

Education:

Bachelor's (Required)

Experience:

Wealth management: 4 years (Required)
Financial Services: 4 years (Required)
Financial planning software: 2 years (Required)

License/Certification:

Series 7 (Required)
Series 66 (Required)

Ability to Commute:

Greenwich, CT 06830 (Required)

Work Location: In person

Quick Apply

Refine Your Search

client associate jobs in stamford ct

Associate Wealth Advisor

Receptionist

Client Service Associate

Scheduling Coordinator

Tax Associate - Private Equity

Client Service Associate

IT Support Associate

Receptionist

Client Success Associate

Retail Associate - Greenwich

Client Associate

Sales Associate

Associate Veterinarian

Associate Attorney

Associate Attorney

Associate Veterinarian – Privately Owned Small Animal Hospital (Glen Cove, NY)

Associate Attorney - 1-5 Years Experience

Litigation Associate

Associate Veterinarian - Feline Medicine

Hairstylist

I want to receive the latest job alert for client associate in stamford ct

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected