Financial Advisor - Stamford, Connecticut

About the role

A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life – and that of everyone you touch.

Who We Are

Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

What You Will Do

• Build upon your natural abilities to connect with, educate, and guide others, while honoring the values we share.
• 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.

Who You Need to Be

• A strong relationship-builder who takes a client-first approach.
• A proven networker and marketer (or “connector of people”).
• A dedicated worker: independent, self-motivated, and goal-oriented.