Career Opportunities

Senior Financial Advisor

New York City - Westport, CT - Madison, CT
Senior financial advisor with 15+ yrs of experience seeking an entrepreneurial partnership with a pedigreed independent wealth management firm. Must demonstrate a commitment to the fiduciary standard and alignment of beliefs: client first, ethically focused, collaborative and committed to growth. Candidate must currently manage an established client base for partnership consideration. Following designations preferred: CFP, CFA, CPA, CIMA, MBA
Private Wealth Advisor, Partner
Employment type
Job function
Investment Advisory and Guidance, Financial Planning, Client Management, Business Development


  • Investing
  • Financial Analysis
  • Financial Planning
  • Sales
  • Relationship management

Level of education

  • Bachelor degree
To apply for this position or make an inquiry please reach out to Sammantha Kaufman-Jones at the following email: