Lenox Advisors · 3 months ago
Financial Advisor - Stamford, Connecticut
Stamford, CT
Full-time
Onsite
Mid Level
$60K/yr - $100K/yrLenox Advisors is a premier wealth and insurance advisory firm that provides solutions for high-net-worth individuals and their families. They are seeking experienced Financial Advisors to develop new client opportunities across various wealth management services, including insurance, asset management, and estate planning.
BankingConsultingCrowdfundingFinancial ServicesInsurance
Responsibilities
Establish networks and cultivate referrals
Develop and maintain long-term relationships with clients
Provide financial solutions through fact gathering and needs analysis
Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates
Qualification
Required
A strong relationship-builder who takes a client-first approach
A proven networker and marketer (alt: 'connector of people')
A dedicated worker: independent, self-motivated and goal oriented
Benefits
Flexible work from home options available.
Company
Lenox Advisors
Lenox Advisors is a financial services company offering financial planning, asset management, insurance, and risk management services.
Founded in 1992
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Gregory Large
Founding Member, President, Chief Operating Officer & Treasurer
Colleen Tinch
Senior Vice President, Head of Marketing
Recent News
2025-11-03
2025-06-02
Company data provided by crunchbase