Vacancy 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...
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