Wealth jobs in Bristol

Judson Group is proud to partner with a growing RIA in the search for a dynamic Wealth Advisor – CFP . This is an opportunity to join a firm that is redefining what great advice looks like—going beyond investment performance to deliver deeply personalized, high-impact financial guidance that builds

AVP, Wealth Advisor West Hartford, CT, US Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platfor

Gottfried & Somberg is a $2.7B independent wealth management firm serving high-net-worth individuals and multi-generational families. We are seeking a client-facing Wealth Advisor to manage and grow an existing book of relationships (approximately 100–150 households). This role is focused on dee

WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financi

LEAD ADVISOR, LLC is a wealth management consulting and search firm. This role is for a client firm in the Greater Hartford Area. Private Wealth Advisor- Progress leads & close new clients. • Hit annual new client growth goals. • Lead the full front-end sales cycle—discovery, proposal, and close. •

Overview: This position serves in a player/coach capacity with responsibility as a manager to a team of Wealth Advisors and for being a Wealth Advisor. Leads, hires, coaches and develops assigned team. Works closely with senior management in managing the team. Primary Responsibilities: Lead a team o

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at American Eagle Financial Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. This role

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,3

GET MORE OUT OF YOUR CAREER Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for more fulfillment from your career? Are you starting to think abou

DataAnnotation is committed to creating high-quality AI. We are looking for a Wealth Manager to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether

DataAnnotation is committed to creating high-quality AI. We are looking for a Wealth Management Advisor to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyle

Citizens Financial Group, Inc.

Virtual Wealth Advisor Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Virtual Wealth Advisors who proactively identify and sell a b

Job title: Wealth Advisor Location: Cheshire, CT Status: Full-time, in office Compensation: $100,000 - $110,000 (base salary) + 25% Bonus As a family business, we treat every client like our own, prioritizing their best interests and guiding them toward their unique goals—and a secure financial futu

A company is looking for a Wealth Strategist I to support advisors in creating and maintaining comprehensive financial plans for clients. Key Responsibilities Collaborate with advisors to review, update, and implement financial plans for clients Assess clients' planning situations and provide guidan

Your opportunity In addition to a base salary, this role is also eligible for bonus or incentive opportunities. This position allows for 100% remote work, however this person will need to relocate if not currently living within this territory At Schwab, you’re empowered to make an impact on your car

About Fiduciam Financial Fiduciam Financial is a Private Wealth Management firm built on collaboration, care, and excellence. Our growing team of Financial Advisors and Client Concierges works closely together to support clients in every aspect of their financial well-being. We pride ourselves on de

A company is looking for a Wealth Management Client Service Executive, Team Lead. Key Responsibilities Serve as primary point of contact for assigned clients and ensure timely documentation of meetings and action items Maintain visibility into the workload of Client Service Executives and conduct re

LPL Financial Holdings, Inc.

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Webster Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. This role will require the employe

A company is looking for a Senior Wealth Advisor & Practice Lead. Key Responsibilities Serve as the lead advisor within a dedicated client team, building lasting relationships with clients Provide a first-class client experience through onboarding, financial planning, and investor education Conduct

AmeriLife

Wealth Management Consultant page is loaded## Wealth Management Consultantremote type: Remotelocations: Remote, MA: Remote, MT: Remote, MI: Remote, RI: Remote, WVtime type: Full timeposted on: Posted 5 Days Agojob requisition id: R4760We strive to help employees lead fulfilling professional lives. E