Financial Advisor Jobs in New Haven, CT (87)
Preventionist-Infection RN
St Joseph's Center
Trumbull, CT
Part-Time
401(k)
Dental Insurance
Vision Insurance
Flexible Schedule
$42 / hour
Case Coordinator - RN / Case Coordination
Hartford HealthCare
New Haven, CT
Health Insurance
Locum Physician (MD/DO) - Vascular Surgery in Connecticut
LocumJobsOnline Careers
Bridgeport, CT
New
Director of Financial Operations
Yale University
New Haven, Connecticut
Tax Senior Manager
CBIZ
New Haven, Connecticut
Health Insurance
Dental Insurance
$152k - $208k / year
Risk & Advisory Manager
CBIZ
New Haven, Connecticut
New
‌
Chief Financial Officer (Anticipated vacancy - July 2025)
New Haven Public Schools
New Haven, Connecticut
$40 / hour
‌
Technology Advisory Board Member (Course Credit Eligible / Community ServiceCredit Eligible / T[...]
Childhood Cancer Society
New Haven, Connecticut
‌
Claims Appraiser - Auto Estimatics
State Farm
Sandy Hook, CT
New
Dental Insurance
Parental Leave
$67.4k - $125k / year
‌
Project Engineer
SPECTRAFORCE
new haven, CT
New
Hourly
401(k)
Vision Insurance
$44.28 / hour
‌
Patient Financial Access Facilitator
Yale New Haven Health
New Haven, CT
New
Health Insurance
‌
Client Associate/Registered Client Associate
RBC Capital Markets
Westport, CT
Dental Insurance
Vision Insurance
$45k - $70k / year
‌
Private Client Associate - New Haven, CT
Janney Montgomery Scott
New Haven, CT
Hourly
PTO
Dental Insurance
Parental Leave
$60k - $75k / year
‌
Block Advisors Receptionist
H&R Block
West Haven, CT
401(k)
‌
Client Advisor Seeking Athletes
Northwestern Mutual
🌎 Remote
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$80k / year
‌
Senior Administrative Assistant
Actalent
New Haven, CT
Part-Time
Hourly
PTO
Health Insurance
Dental Insurance
Flexible Schedule
$30 - $33 / hour
‌
Claims Appraiser - Auto Estimatics
State Farm Careers
Woodbury, CT
New
Dental Insurance
Parental Leave
$67.4k - $125k / year
‌
Merrill Financial Solutions Advisor - Northern Connecticut Market
Bank of America
New Haven, CT
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Financial Solutions Advisor Registration Candidate - Consumer Investments - Stratford Financial Center
Bank of America
Stratford, CT
New
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Financial Solutions Advisor - Consumer Investments - Southern CT. Market
Bank of America
Southbury, CT
Diversity Leader
Eco-Friendly
$65k - $80k / year
‌
Business Banking Relationship Manager/Senior Relationship Manager – New Haven or Hartford, CT
Bank of America
New Haven, CT
Diversity Leader
Eco-Friendly
$120k - $185k / year
‌
Business Development Executive, Northeast - Financial Services
Avanade
New Haven, CT
New
$120k / year
‌
VP, Financial Consultant - Fairfield, CT
Charles Schwab
Fairfield, CT
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Remote Retirement Plan Compliance Analyst
Ascensus
🌎 Remote
Remote
Dental Insurance
Vision Insurance
$70k - $100k / year
‌
Major Accounts District Manager
ADP
Milford, CT
New
Dental Insurance
Vision Insurance
Education
$53.1k - $115k / year
‌
Project Coordinator
Actalent
New Haven, CT
‌
Financial Advisor
Procyon Partners
Shelton, CT
‌
Financial Advisor - Career Change Opportunity
Edward Jones
Clinton, CT
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
‌
Financial Advisor (Entry-Level & Experienced Professionals)
Northwestern Mutual
Fairfield, CT
Dental Insurance
Vision Insurance
$70k - $250k / year
‌
Branch Banking - Client Consultant I - Float
Flagstar Bank
New Haven, CT
‌
Financial Advisor
Masis Professional Group
🌎 Remote
Remote
‌
Financial Advisor
State Farm
🌎 Remote
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
$80k - $140k / year
‌
Financial Advisor
Mosaic Retirement Planning
🌎 Remote
Part-Time
Remote
Hourly
‌
Service Advisor
Mariner Advisor Network
Chester, CT
Hybrid
‌
Patient Financial Access Facilitator
Yale New Haven Health
New Haven, CT
New
Health Insurance
Job Description
Working as a Financial Advisor in New Haven, CT
There are 87 Financial Advisor opportunities available in New Haven, 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 New Haven, CT
Financial Advisors in New Haven, CT Resume Data
Average Experience for Financial Advisors in New Haven, CT
- More than 10 years: 62%
- 6-10 years: 22%
- 3-5 years: 11%
- 1-2 years: 5%
Educational Background for Financial Advisors in New Haven, CT
- Bachelors: 57%
- Masters: 20%
- Diploma: 11%
- Associates: 7%
- Doctorate: 4%
Top Skill for Financial Advisors in New Haven, CT
- Customer focus & orientation: 17%
- Attention to detail: 17%
- Sales skills: 15%
- Verbal communication: 11%
- Scheduling: 9%
- Project timeline management: 8%
- Work style: Conscientiousness: 7%
- Bookkeeping: 5%
- Spreadsheets with Microsoft Excel: 5%
- Customer service fit: 5%
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