Financial Advisor Jobs in Westport, CT (150)
Case Coordinator - RN / Case Coordination
Hartford HealthCare
Westport, CT
Health Insurance
U.S. Private Bank - Private Bank Team Lead Westchester - Managing Director
JPMorgan Chase
Greenwich, Connecticut
Eco-Friendly
Education
$300k - $500k / year
Chief Financial Officer
ProSearch Intl
Stamford, Connecticut
401(k)
Health Insurance
Tax Director Stamford, Connecticut, United States
Tbwa Chiat/Day
Stamford, Connecticut
Tax Director
CBIZ
Greenwich, Connecticut
Hospitality
Wealth Management Associate - CT, Stamford (5022)
Equitable Advisors
Stamford, CT
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Personal Risk Advisor - Tampa
USI Insurance Services
Valhalla, NY
New
‌
Personal Risk Advisor- North Florida (Orlando)
USI Insurance Services
Valhalla, NY
New
‌
Personal Risk Advisor-Boston
USI Insurance Services
Valhalla, NY
New
‌
SMB Account Executive
Pontera
🌎 Remote
New
Remote
PTO
Parental Leave
$70k / year
‌
VP/Wealth Advisor
AllianceBernstein L.P
Stamford, CT
$115k - $200k / year
‌
Investment Banking VP
Selby Jennings
Stamford, CT
Dental Insurance
Vision Insurance
‌
Financial Solutions Advisor - Consumer Investments - Southern CT. Market
Bank of America
Westport, CT
Diversity Leader
Eco-Friendly
$65k - $80k / year
‌
Merrill Financial Solutions Advisor - Western NY
Bank of America
Smithtown, NY
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Financial Solutions Advisor Registration Candidate - Consumer Investments - Stratford Financial Center
Bank of America
Stratford, CT
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Private Client Financial Advisor - White Plains, NY
Citizens
White Plains, NY
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Stamford, CT
Diversity Leader
$63.4k - $144.3k / year
‌
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Stamford, CT
Diversity Leader
$119.5k - $272.1k / year
‌
VP, Financial Consultant - Fairfield, CT
Charles Schwab
Fairfield, CT
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Wealth Management Client Associate
Bank of America
Greenwich, CT
Hourly
Diversity Leader
Eco-Friendly
$25 - $37 / hour
‌
Advisory Financial Services Risk Management Senior Consultant
Deloitte
Stamford, CT
Diversity Leader
‌
Wealth Relationship Manager SAFE Act
Citigroup
Cos Cob, CT
$88.4k - $132.6k / year
‌
Tax Manager - Financial Services-Insurance Tax (East Region City Locations)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Tax Manager - Real Estate Tax (East Region City Locations)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Tax Manager - Financial Svcs-Hedge Fund Tax (East Region City Locations)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Advisory Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant
Deloitte
Stamford, CT
Diversity Leader
$88.6k - $170.9k / year
‌
Insurance Transformation, Guidewire Senior Consultant
Deloitte
Stamford, CT
Diversity Leader
$125k - $208.3k / 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
‌
Investment Consultant - Greenwich, CT
Fidelity TalentSource
Greenwich, CT
New
Education
‌
Account Executive - Software Solutions - SMB
eMoney Advisor
Stamford, CT
New
Entry-Level
Health Insurance
Parental Leave
$52k - $69k / year
‌
Financial Solutions Advisor - Consumer Investments - Southern CT. Market
Bank of America
Westport, CT
Diversity Leader
Eco-Friendly
$65k - $80k / year
Job Description
Working as a Financial Advisor in Westport, CT
There are 150 Financial Advisor opportunities available in Westport, 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 Westport, CT
Financial Advisors in Westport, CT Resume Data
Average Experience for Financial Advisors in Westport, CT
- More than 10 years: 68%
- 6-10 years: 17%
- 3-5 years: 11%
- 1-2 years: 3%
- Less than 1 year: 0%
Educational Background for Financial Advisors in Westport, CT
- Bachelors: 60%
- Masters: 23%
- Associates: 7%
- Diploma: 6%
- Doctorate: 4%
Top Skill for Financial Advisors in Westport, CT
- Customer focus & orientation: 17%
- Attention to detail: 15%
- Sales skills: 15%
- Bookkeeping: 11%
- Management & leadership skills: Planning & execution: 10%
- Analyzing data: 8%
- Spreadsheets with Microsoft Excel: 8%
- Administrative assistant/receptionist: 6%
- Verbal communication: 6%
- Office manager: 4%
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