UNKNOWN

ADAPTED_NOW

Willingness to learn about investments, investment programs, and the language used to approach clients and prospects when discussing these services. Responsibilities: Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients.

New York Life - Uniondale

Financial Advisor

WizeHire

YEAR

The ideal candidate brings a combination of construction, real estate, development, and property management expertise, coupled with the executive presence to guide financial strategy, optimize portfolio performance, and support acquisition and development activities. This executive will serve as a strategic partner to ownership and senior leadership, overseeing all aspects of financial management, capital planning, real estate accounting, development finance, and long-term growth initiatives.

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Jobot

Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.

HOUR

Intuit

In-Store Tax Advisor

TMP PX

Senior Tax Advisor – In-Store

Tax Advisor - In-Store

Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.

Financial Sales - Account Executive

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. The ideal candidate is an analytical, solutions-oriented finance professional who thrives in a fast-paced environment, excels at translating complex financial data into actionable insights, and fosters a collaborative partnership culture across the organization.

Vaco provides expert consulting, permanent placement, executive search and strategic stafﬁng for companies around the world, in the areas of accounting, ﬁnance, technology, healthcare, operations, administration and more. As a premier talent solutions ﬁrm, Vaco connects people to their dream jobs and helps leading companies ﬁnd talent to grow their business. Since its founding in 2002, Vaco has grown to more than 35 ofﬁces across the globe, 700+ employees, more than 3,000 consultants and $450M in revenue. Vaco has been named to Inc. magazine’s list of the fastest-growing private companies for past 11 years and is dedicated to developing long-term relationships, life-long careers and creative client solutions.

Vaco LLC

Senior Financial Analysis Lead

Director of Financial & Planning Analysis

Join a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

Senior Tax Manager / Tax Principal – High Net Worth Clients

You'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.

Senior Tax Associate – High Net Worth Clients & Family Office Services

FEED

ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Best Buy in Norwalk, CT ! Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony's innovative technology.

ActionLink

Sales Advisor - Sony

Appcast Exclusive 1

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Manage and oversee all aspects of our clients' trust and estate planning, including the drafting of wills, trusts, powers of attorney, and health care directives.

Trust & Estates Associate

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Its clients range from start-ups to companies with revenues in the hundreds of millions, and the firm is often the trusted advisor to owners and executives on personal, financial, and wealth transfer planning as well as major business transitions.

Tax Manager - High Net Worth (Hybrid or Remote)

FULL_TIME

Under general supervision and in alignment with established policies and procedures, the Trusts & Estates Paralegal provides legal and general support to the firm's attorneys and clients. Ability to sit or stand for extended periods and perform tasks requiring prolonged use of hands, fingers, and wrists, including extensive computer use.

Although Reed Smith works from multiple locations, the firm's lawyers are linked by more than technology. All share a common culture, with Core Values supporting Reed Smith's firm-wide commitment to add value, achieve excellence, and promote professional development. These foster a workplace in which diversity and inclusion, pro bono service and community support are manifest.
As the firm continues to grow, it remains sharply attuned to its Core Values, which define its professional character as well as what clients can expect from Reed Smith lawyers, who live these values every day.

Reed Smith US

Paralegal

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.

NYL Nassau-Suffolk Region

Entry-Level Financial Service Professional

Global Investments and Private Banking: BNY is a top-15 asset manager and a top-10 U.S. private bank, helping asset owners, family offices, high-net-worth individuals, and institutions grow and manage wealth, with $348 billion in wealth management client assets . We’re seeking a future team member for the role of Senior Vice President, Communications, to join BNY’s Communications team to support external communications for our client businesses across investment management, private wealth, and advisor-facing wealth platforms.

Senior Vice President, Communications

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The ideal candidate will have experience working with venture backed technology companies, the ability and network to develop strong relationships, and be a trusted advisor to technology companies and their investors.

Stifel

Vice President, Venture Lending and Banking

Ivy Exec

This role drives large-case production through advanced sales strategies, estate planning, and premium finance solutions by delivering targeted agent engagement, hands-on client-facing support, and comprehensive training for agents and field leadership. In this role, you will support and enable our agents by delivering expertise, training, and premium finance solutions that drive growth, production, and long-term success across the enterprise.

There are few Fortune 100 companies as renowned as we are for our diverse culture, training, and career opportunities. So it should not be surprising that when you work at New York Life—whether as an agent or one of our valued corporate employees—you’re backed by unyielding support, development, and resources. Start here to discover the right career track for you.

New York Life Insurance Company

Corporate Vice President, Advanced Planning Consultant

POSTING_API

The Chief Financial Officer will lead all financial operations, strategic planning, reporting, treasury, tax, capital markets, and risk management activities, while serving as a key advisor to the CEO and Board on financial and business matters. The firm invests across a range of property sectors and alternative asset classes and is known for its long-term investment philosophy, strong institutional partnerships, and continued expansion within key global markets.

Financial Advisor Jobs in Stamford, CT

Financial Advisor New York Life - Uniondale

CFO Jobot

In-Store Tax Advisor Intuit

Senior Tax Advisor – In-Store Intuit

Tax Advisor - In-Store Intuit

Financial Sales - Account Executive New York Life - Uniondale

Senior Financial Analysis Lead Vaco LLC

Director of Financial & Planning Analysis Vaco LLC

Senior Tax Manager / Tax Principal – High Net Worth Clients Jobot

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

Sales Advisor - Sony ActionLink

Trust & Estates Associate Jobot

Tax Manager - High Net Worth (Hybrid or Remote) Jobot

Paralegal Reed Smith US

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Senior Vice President, Communications BNY

Vice President, Venture Lending and Banking Stifel

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Company

CFO - New York, NY Page Group

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