Accounting Body®
FI

Private Wealth Advisor

FINITETEK INC

Branford · United States

$104,928a yearEstimated, not confirmed by the employer
Level
Mid-level
On site or Remote
On-site
Posted
Yesterday

About this role

Job description: About the Role We are seeking a Private Wealth Advisor to join a growing wealth management team. This is a senior, client-facing role for an established advisor who wants to work in a boutique, independent environment while having access to institutional-quality resources and technology. The ideal candidate will own and deepen relationships with high-net-worth households and business owners, lead comprehensive financial planning conversations, and collaborate with a close-knit …

This is a summary. The employer's full description, including requirements and benefits, is on their own listing.

Posted 12 October 2026 · Expires 11 November 2026