Financial Advisor Jobs in Lebanon, CT (118)
Periop Preference Card Manager (RN) - OR General Surgery
Hartford HealthCare
Lebanon, CT
Mergers and Acquisition Tax, Director
PRICE WATERHOUSE COOPERS
Hartford, Connecticut
Diversity Leader
AVP, PMO (Hybrid)
Cella Careers
Hartford, CT
Hybrid
401(k)
$195k - $215k / year
Private Client Financial Advisor
Citizens
Old Lyme, CT
New
Dental Insurance
Vision Insurance
$105k - $250k / year
SMB Account Executive
Pontera
🌎 Remote
New
Remote
PTO
Parental Leave
$70k / year
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Hartford, CT
Diversity Leader
$69.6k - $105k / year
‌
Merrill Financial Solutions Advisor - Northern Connecticut Market
Bank of America
Glastonbury, CT
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Financial Solutions Advisor - Consumer Investments - Southern CT. Market
Bank of America
Old Saybrook, CT
Diversity Leader
Eco-Friendly
$65k - $80k / year
‌
VP, Wealth Advisor & Trust Officer
Berkshire Bank
Glastonbury, CT
$80.1k - $170k / year
‌
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Hartford, CT
Diversity Leader
$63.4k - $144.3k / year
‌
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Hartford, CT
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Hartford, CT
Diversity Leader
$119.5k - $272.1k / year
‌
Oracle Cloud Financial Consultant
Accenture
Hartford, CT
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Regional Insurance Consultant, Life Insurance
Covr Financial Technologies
Hartford, CT
Hybrid
PTO
Health Insurance
Dental Insurance
Vision Insurance
$72k / year
‌
Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)
Deloitte
Hartford, CT
Diversity Leader
$85k - $193.4k / year
‌
Tax Manager - Financial Services-Insurance Tax (East Region City Locations)
Deloitte
Hartford, CT
Diversity Leader
$85k - $193.4k / year
‌
Tax Manager - Real Estate Tax (East Region City Locations)
Deloitte
Hartford, CT
Diversity Leader
$85k - $193.4k / year
‌
Tax Manager - Financial Svcs-Hedge Fund Tax (East Region City Locations)
Deloitte
Hartford, CT
Diversity Leader
$85k - $193.4k / year
‌
Operations & Technology Transformation , Guidewire Configuration/Integration - Senior Consultant
Deloitte
Hartford, CT
Diversity Leader
$125k - $208.3k / year
‌
Advisory Senior Consultant - SAP Treasury
Deloitte
Hartford, CT
Diversity Leader
$102.8k - $188.4k / year
‌
Consultant, Operations and Technology Transformation, Guidewire Application Developer
Deloitte
Hartford, CT
Diversity Leader
$93.2k - $155.4k / year
‌
Delivery Engineer (Sr Business Analyst) Remote
Broadridge Financial Solutions
🌎 Remote
$75k / year
‌
Business Banking Relationship Manager/Senior Relationship Manager – New Haven or Hartford, CT
Bank of America
Hartford, CT
Diversity Leader
Eco-Friendly
$120k - $185k / year
‌
Tax Manager, Business Tax Services - Fed/Corporate Tax (East Coast)
Deloitte
Hartford, CT
Diversity Leader
$85k - $193.4k / year
‌
Operations & Technology Transformation, Guidewire Application Java Developer - Senior Consultant
Deloitte
Hartford, CT
Diversity Leader
$124.9k - $208.3k / year
‌
Power, Utilities & Renewables Consulting Manager, Enterprise Asset Management
Deloitte
Hartford, CT
Diversity Leader
$131.2k - $218.6k / year
‌
Tax Manager, Tax Analysis & Debt Investments-TARDI
Deloitte
Hartford, CT
Diversity Leader
$103.3k - $235.2k / year
‌
Life Actuary Senior Consultant
Deloitte
Hartford, CT
Diversity Leader
Health Insurance
$125k - $208.3k / year
‌
Manager/Specialist Master, Operations and Technology Transformation, Guidewire Data Architect
Deloitte
Hartford, CT
Diversity Leader
$137.7k - $229.5k / year
‌
Technology Strategy Senior Manager, CMT
Accenture
Hartford, CT
Diversity Leader
Eco-Friendly
$121.4k - $271.1k / year
‌
Full Time Tax Consultant (Accounting) (Summer/Fall 2024, Winter 2025)
Deloitte
Hartford, CT
Diversity Leader
$60k - $80k / year
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Vice President, BlackRock Portfolio Design Specialist
BlackRock
🌎 Remote
Remote
Eco-Friendly
Education
$110k / year
Job Description
Working as a Financial Advisor in Lebanon, CT
There are 118 Financial Advisor opportunities available in Lebanon, CT all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Lebanon, CT
Financial Advisors in Lebanon, CT Resume Data
Average Experience for Financial Advisors in Lebanon, CT
- More than 10 years: 63%
- 6-10 years: 25%
- 3-5 years: 8%
- 1-2 years: 3%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Lebanon, CT
- Bachelors: 42%
- Diploma: 23%
- Masters: 17%
- Associates: 17%
Top Skill for Financial Advisors in Lebanon, CT
- Customer focus & orientation: 19%
- Sales skills: 19%
- Management & leadership skills: Impact & influence: 13%
- Management & leadership skills: Planning & execution: 9%
- Work style: Reliability: 9%
- Customer service: 6%
- Food safety: 6%
- Home health aide skills: 6%
- Recruiting: 6%
- Work style: Conscientiousness: 6%
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