Wealth AdvisorIvy Way Placements • Stamford, CT, United States
Wealth Advisor
Ivy Way Placements • Stamford, CT, United States
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- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionActive 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 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
Job Description
Wealth Advisor - Build Your Legacy, Empower OthersType : Full-Time
Location : Remote, On-site, or Hybrid (Flexible)
Your Career. Your Clients. Your Way.
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.
As Wealth Advisor, You Will :
- 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
What You'll Gain :
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.
Ready to Take the Next Step?
Apply today by sending your resume to t.washington@ivywayplacements.com or apply directly here.
Be the Wealth Advisor your clients rely on-for life.
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Wealth Advisor • Stamford, CT, United States
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