What are the responsibilities and job description for the Financial Advisor position at AscendHire?
Stamford, CT | Hybrid Work Model
$150K–$180K DOE (Base Salary Guaranteed Monthly & Quarterly Bonuses)
Build a Career That Builds Future
sRecognized as one of the Best Places to Work in 2025, this Firm is among the world's largest asset managers. Due to recent growth, they are hiring a Financial Consultant in their Greenwich, CT, market, offering an extraordinary opportunity to step into a role where your expertise is valued, your growth is prioritized, and your impact is profound
.
In this highly visible position, you won’t just manage portfolios—you’ll transform lives. You’ll become a strategic partner to a portfolio of high-net-worth clients, guiding them through pivotal financial decisions with confidence, clarity, and car
e.
Why This Role Is a Game-Chan
- gerTrusted Advisor Status: You’ll be the go-to expert for clients navigating wealth management, retirement strategies, and legacy planni
- ng.Open Architecture Advantage: Leverage a flexible product suite and cutting-edge tools to deliver tailored solutions without limitatio
- ns.Brand Builder: Represent a firm known for integrity and innovation, expanding its footprint through meaningful client interactio
- ns.Community Impact: Your work will ripple beyond portfolios—helping families, communities, and futures thri
ve.
What You B
- ringBachelor’s degree requ
- iredActive Series 7 & 66 (or 63 & 65) licenses—requi
- red.CFP certification—highly val
- ued.Proven success in business development, relationship-building, needs analysis, and solution deliv
- ery.3 years of financial advisory/planning experie
- nce.A client-first mindset with a passion for solving complex challen
ges.
What You
- GainAccelerated Earnings: Competitive base salary plus guaranteed monthly & quarterly bonuses. ($150K to $180k per year depending on experi
- ence)Comprehensive Benefits: Health, wellness, and family-focused perks that support your life outside the of
- fice.Career Development: Access to national, regional, and virtual training platforms designed to sharpen your skills and expand your influ
- ence.Work-Life Balance: Hybrid flexibility that respects your time and empowers your producti
- vity.Long-Term Growth: A clear path to leadership, specialization, or expanded client coverage—your ambition sets the
pace.
Ready to Lead the Future of Financial Pla
nning?If you’re driven by purpose, fueled by relationships, and ready to grow with a firm that invests in your success, this is your m
oment.
Apply today and take the next step toward a career that’s as rewarding as it is imp
Salary : $150,000 - $180,000