Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client firm. For other roles please visit: jobs.lead-advisor.com.

Abbreviated Description:

We are helping a wealth management firm in Stamford hire an investment professional to focus on the client experience, trading, onboarding and other functions.

Qualifications:

• Bachelors Degree
• Active Series 7 and 66
• 3 years of investment service and operations experience.

This role is 4 days in office.