Managing Director, Capital Advisors - Investment Banking bdo consultingManaging Director, Capital Advisors - Investment BankingStamford, CT$250,000–$350,000 / yearAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Investment Product Specialist, Model Portfolios - Assistant Vice President / Vice President iCapitalInvestment Product Specialist, Model Portfolios - Assistant Vice President / Vice PresidentGreenwich, CT$155,000–$175,000 / yearPartner with internal iCapital teams (Nationals Accounts and Marketing) to deliver coordinated engagement plans, collaborating with home office partners (e.g., independent broker-dealers and enterprise platforms) to improve distribution effectiveness and advisor experience, including: Leverage available firm insights (e.g., segmentation, adoption trends, engagement indicators) to inform targeting, education, and follow-up plans. iCapital is looking to hire a Product Manager Assistant Vice President or Vice President professional to help manage its alternatives-focused model portfolios initiatives.
Senior Tax Accountant Vaco LLCSenior Tax AccountantRocky Hill, CT$110,000–$130,000 / yearDetermining 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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist Financial CorpFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, CTGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients individual goals, risk tolerances and best interests.
Entry-Level Investment & Protection Advisor (Remote) Traction Forge FinancialEntry-Level Investment & Protection Advisor (Remote)New Haven, CTRemoteThrough partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals. At Traction Forge Financial, powered by the strength of GFI (Global Financial Impact), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist BankFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, ConnecticutGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
J.P. Morgan Advisors - Investment Associate - Riverside, CT JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Investment Associate - Riverside, CTRiverside, CTFull timeProvides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Alternative Investments Analyst - Cigna Investment Management - Hybrid The Cigna GroupAlternative Investments Analyst - Cigna Investment Management - HybridCTThese states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. CIM's assets are invested in public and private corporate bonds, commercial mortgages, private equity, private credit, real estate equity, public equity and short-term investments.
Financial Advisor Northwestern MutualFinancial AdvisorNew Haven, Connecticut$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Solutions Advisor - Pioneer Valley Market Bank of America CorpFinancial Solutions Advisor - Pioneer Valley MarketGlastonbury, CT$65,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Southern CT. Market Bank of America CorpFinancial Solutions Advisor - Southern CT. MarketWestport, CT$65,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
NewSenior Accounting Manager - Investment Accounting & Transformation - Hybrid The Cigna GroupSenior Accounting Manager - Investment Accounting & Transformation - HybridBloomfield, CT$121,100–$201,900 / yearThese states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. This role will partner closely with Investment Front Office, Investment Operations, Technology, and Global Operations teams to enhance processes, implement new technologies, and improve scalability, efficiency, and reporting quality across the organization.
Investment Accountant Madison-DavisInvestment AccountantStamford, CTA growing insurance organization is seeking an Investment Staff Accountant to support investment accounting and reporting activities. Correspond with investment advisors, custodians, and external service providers regarding investment activity.
Operational Due Diligence Manager, Assistant Vice President - State Street Investment Management State Street CorpOperational Due Diligence Manager, Assistant Vice President - State Street Investment ManagementStamford, CT$75,000–$123,750 / yearWhat you will be responsible for: Assist (Lead with experience) with initial and ongoing third party manager and sub advisor operational due diligence reviews, including performing document reviews, participating in Ops DD meetings, and producing reports as directed by Senior Ops DD team members. The future candidate will be required to independently liaise with external partners, investment managers, sub advisors, and internal cross-functional teams.
J.P. Morgan Wealth Management - Private Client Advisor - Hartford, CT JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Hartford, CTHartford, CTFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Avon, CT JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Avon, CTAvon, CTFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Investment Product Management Associate Rockefeller Capital ManagementInvestment Product Management AssociateStamford, ConnecticutFull timeSupport ongoing post-launch product management activities across all RGIM platform product types, including modifications and enhancements to existing products; provide product ownership and expertise; manage workflow related to new subscriptions and redemptions between investor and administrator, identify and implement process improvements, respond to internal and external reporting requirements, take lead on ad hoc requests, and participate in special projects. The successful candidate will partner closely with colleagues across Distribution, Investor Services, Operations, Legal & Compliance, Finance, Portfolio Management, Trading, Performance & Risk, and external service providers to help ensure our product platform remains operationally robust, scalable, and positioned for long-term growth.
Investment Banking - Managing Director, Mergers & Acquisitions (M&A) PKFOD CareersInvestment Banking - Managing Director, Mergers & Acquisitions (M&A)Wethersfield, ConnecticutWith roots tracing to 1891, more than 1,900 professionals led by over 200 partners in 19 offices and an international network of resources in 400 cities worldwide, the firm provides a complete range of accounting, auditing, tax and management advisory services. At PKF Investment Banking, we are focused on providing the highest level of M&A advisory services to privately held family- and founder-owned companies with revenue between $15 million and $350 million in a diverse group of industries.
NewSenior Manager, Investment Operations Cartesian FinOp PartnersSenior Manager, Investment OperationsStamford, Connecticut$100,000–$150,000 / yearWho You Are: The Senior Manager, Investment Operations is responsible for leading the delivery of investment operations services for multiple hedge funds and alternative investment clients while ensuring operational excellence and exceptional client service. This role oversees the daily execution of pre- and post-trade operations, serves as a trusted advisor to clients, and partners closely with internal teams, prime brokers, administrators, and counterparties to support the full investment lifecycle.
NewInvestment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerHartford, CTKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
CSI Investment Assistant II - Chestnut Hill, MA or Hartford, CT Citizens Financial Group IncCSI Investment Assistant II - Chestnut Hill, MA or Hartford, CTCT$25–$26.50 / hourYou will occasionally be responsible for selected marketing activities including contacting the assigned Wealth Advisor's book of business to solidify relationships, coordinating all prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting. Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals, while growing market shares in the states in which we currently operate.
Symmetry - Senior Investment Associate HR & Talent AcquisitionSymmetry - Senior Investment AssociateGlastonbury, CTFull timeThis role bridges investment research, wealth strategies, portfolio oversight, and advisor support, ensuring that portfolios and strategies are implemented accurately, aligned with the firm's investment strategy, and periodically enhanced. Work as a member of the portfolio management team on managing Symmetry's ETF & Mutual Fund model portfolios, SMAs, and other strategies, including portfolio operations, sub-Advisor oversight, reporting and regulatory responsibilities.
Business Architect, VP III - State Street Investment Management State Street CorpBusiness Architect, VP III - State Street Investment ManagementStamford, CT$120,000–$217,500 / yearYou will work closely with the Head of Business Architecture, business leaders, solution architects, and technology teams to help the organization transform to a PPS operating model, powered by a strong business architecture strategy that aligns business outcomes to platform and capability roadmaps. As a Business Architect, VP at State Street Investment Management ("State Street IM", formerly known as State Street Global Advisors or SSGA), you will play a key role in developing, maturing, and institutionalizing the business architecture function.
North America Strategic Implementation Lead, VP III - State Street Investment Management State Street CorpNorth America Strategic Implementation Lead, VP III - State Street Investment ManagementStamford, CT$110,000–$207,500 / yearAs a senior member of the Strategic Implementation team within the Chief Administrative Office (CAO) of State Street Investment Management, you will lead a team of project managers and drive the most strategic, high-complexity, cross-functional initiatives happening across State Street Investment Management. Complex Program & Project Management: Oversee a portfolio of large-scale, cross-functional programs with multiple interdependent workstreams, competing priorities, and significant enterprise-wide impact.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerCT$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Product Manager - Client Experience Pathways, VP II - State Street Investment Management State Street CorpProduct Manager - Client Experience Pathways, VP II - State Street Investment ManagementStamford, CT$110,000–$188,750 / yearState Street Investment Management ("State Street IM," formerly known as State Street Global Advisors or SSGA) is seeking an experienced Product Manager to drive enterprise transformation and deliver scalable, client‑centric outcomes across the Client Experience ecosystem. What You Will Be Responsible For: Own product leadership for current‑state Middle Office integration with Client Experience platforms, coordinating performance, accounting, security master, and index data flows across the ecosystem.
Merrill Financial Solutions Advisor (Partially Licensed)- Southern Connecticut Market Bank of America CorpMerrill Financial Solutions Advisor (Partially Licensed)- Southern Connecticut MarketStamford, CT$36.06–$40.87 / hourResponsibilities:Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategiesUnderstands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutionsShadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growthLeverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracyParticipates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisorBuilds relationships with internal service providers based on client needs and asset thresholdsManages risk proactively in every aspect of business, product, and service transaction leveraging available toolsThe Advisor Development Program (ADP) Journey:During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteCTRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor Associate- Hartford, Connecticut The Toronto-Dominion BankFinancial Advisor Associate- Hartford, ConnecticutHartford, CT$61,880–$92,560 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Advisor Associate - Bristol, Connecticut The Toronto-Dominion BankFinancial Advisor Associate - Bristol, ConnecticutBristol, CT$61,880–$92,560 / yearMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Advisor Associate - Bristol, Connecticut TD BankFinancial Advisor Associate - Bristol, ConnecticutBristol, ConnecticutMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Advisor Associate- Hartford, Connecticut TD BankFinancial Advisor Associate- Hartford, ConnecticutHartford, ConnecticutThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Merrill Advisor Development Program - Financial Advisor: Central Shoreline Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Central Shoreline MarketHartford, ConnecticutUS - CT - Fairfield - 1499 POST RD (CT9499), US - CT - Farmington - 9 Melrose Dr (CT9009), US - CT - Hartford - 185 Asylum St - Hartford - City Place (CT2101), US - CT - Mystic - 27 Coogan Blvd - Ct Mystic (CT9027), US - CT - New Haven - 157 Church St - New Haven Green (CT2226), US - MA - Springfield - 1414 MAIN ST - ONE MONARCH PLACE (MA9414). Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
Senior Financial Advisor M&T Bank CorpSenior Financial AdvisorCTEducation and Experience Required: Combined minimum of 8 years' higher education and/or work experience, including a minimum of 6 years' investment or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust/fiduciary experience. We're seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.
Financial Solutions Advisor - New Canaan Financial Center Bank of America CorpFinancial Solutions Advisor - New Canaan Financial CenterNew Canaan, CT$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Solutions Advisor Registration Candidate - Fairfield Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Fairfield Financial CenterFairfield, CT$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Solutions Advisor Registration Candidate - Bloomfield Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Bloomfield Financial CenterCT$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Financial Solutions Advisor Registration Candidate - Newington Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Newington Financial CenterNewington, CT$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Associate Wealth Advisor Transcend Practice ManagementAssociate Wealth AdvisorGreenwich, CT$120,000–$140,000 / yearWe help clients make informed financial decisions through comprehensive planning and investment management, working closely with them on retirement planning, investments, cash flow, and long-term financial goals, with an emphasis on practical advice, strong relationships, and a high level of personal service. The Associate Wealth Advisor opportunity offers strong long term growth potential, including opportunities for additional compensation tied to new revenue generation and a potential future path toward equity participation in the firm.
Senior Financial Advisor Wilmington TrustSenior Financial AdvisorCos Cob, ConnecticutWe’re seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams. Combined minimum of 8 years’ higher education and/or work experience, including a minimum of 6 years’ investment or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust/fiduciary experience.
Quality Advisor Balfour Beatty PlcQuality AdvisorStamford, CTBalfour Beatty's Power Transmission & Distribution teams work with regional, national and international electricity network owners and operators to provide technical engineering solutions across the full spectrum of the electricity grid, including overhead lines, cabling, substations and distribution networks. AGM Share Dealing Services Shareholders' Enquiries Unsolicited Telephone Calls Identity Theft Preference Shareholders American Depositary Receipts Analysts Company Advisers FAQs Share Purchase Transactions Major Shareholders.
Financial Advisor M&T Bank CorpFinancial AdvisorFairfield, CTThis role offers access to a robust referral network across Retail, Business Banking, and Wealth partners-giving you the opportunity to focus on what you do best: building relationships and delivering advice-based solutions. About Wilmington Advisors @ M&T: Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeHartford, ConnecticutKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Financial Advisor Wilmington TrustFinancial AdvisorFairfield, ConnecticutThis role offers access to a robust referral network across Retail, Business Banking, and Wealth partners—giving you the opportunity to focus on what you do best: building relationships and delivering advice-based solutions. Build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships across the Bridgeport market.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorMilford, CT$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
VP, Financial Advisor ION Financial MHC INCVP, Financial AdvisorSouthbury, CTPart timeTheir duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.
Financial Advisor Alera Group IncFinancial AdvisorWethersfield, CT$80,000–$85,000 / yearAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Meet one‑on‑one with prospective clients generated through firm‑sponsored marketing activities, including workshops and digital outreach.
NewWealth Advisor Transcend Practice ManagementWealth AdvisorCheshire, CTRecommend plans and products to help clients achieve their goals; identify appropriate investment and insurance solutions; estate issues; tax considerations; retirement planning or personal planning objectives. As a family business, we treat every client like our own, prioritizing their best interests and guiding them toward their unique goals—and a secure financial future—with transparency, trust, and expertise.
Wealth Advisor Ivy Way PlacementsWealth AdvisorStamford, ConnecticutRemoteWhether you're helping clients plan for retirement, invest wisely, or build generational wealth, you’ll have access to robust tools, an open product platform, and a powerful referral network. If so, we invite you to join a dynamic and growing team that values your expertise, supports your success, and gives you the flexibility to do your best work—from wherever you choose.
Financial Advisor - Stamford, CT Thrivent Financial for LutheransFinancial Advisor - Stamford, CTStamford, CTThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moodys Investors Service; and an AA+ rating from S&P Global Ratings.