Financial Advisor Jobs in New Canaan, CT (310)
VP/Wealth Advisor
AllianceBernstein L.P
Stamford, Connecticut
$115k - $200k / year
PWM Private Wealth Advisor
US Bank
Greenwich, Connecticut
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
Parental Leave
J.P. Morgan Wealth Management – Private Client Advisor - Greenwich, CT
JPMorgan Chase
Greenwich, Connecticut
Eco-Friendly
Health Insurance
Financial Counselor
WMCHealth
Valhalla, New York
Health Insurance
Vision Insurance
Education
Asset & Wealth Management, US Third Party Wealth, Cross Channel, Regional Director, Hartford CT[...]
Goldman Sachs
Stamford, Connecticut
Diversity Leader
U.S. Private Bank - Private Bank Team Lead Westchester - Managing Director
JPMorgan Chase
Greenwich, Connecticut
Eco-Friendly
Education
$300k - $500k / year
‌
VP, Financial Consultant - Stamford, CT
Charles Schwab
Stamford, Connecticut
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Private Markets, Due Diligence - Vice President Greenwich, Ct, United States
Buscojobs
Stamford, Connecticut
PTO
Vision Insurance
Parental Leave
$165k - $190k / year
‌
Senior Financial Aid Advisor
Emory University
🌎 Remote
Remote
‌
Senior Wealth Advisor (Hybrid - Houston, TX)
Mercer Advisors
🌎 Remote
Remote
Hybrid
Hospitality
Vision Insurance
Parental Leave
‌
Financial Consultant - Greenwich, CT
Fidelity Investments
Greenwich, CT
Education
‌
Planning Consultant - Chappaqua, NY
Fidelity Investments
Chappaqua, NY
Education
Parental Leave
$60k - $100k / year
‌
Investment Consultant - Greenwich, CT
Fidelity Investments
Greenwich, CT
Education
‌
Wealth Management Associate - CT, Stamford (5022)
Equitable Advisors
Stamford, CT
Entry-Level
Dental Insurance
Vision Insurance
‌
Relationship Manager
Claire Myers Consulting
Westport, CT
New
$80k - $110k / year
‌
Key Private Bank Sr Relationship Manager - LCN
Key Bank
Tarrytown, NY
New
$110k - $206k / year
‌
Personal Risk Advisor - Portland
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
‌
Financial Consultant - Greenwich, CT
Fidelity TalentSource
Greenwich, CT
Education
‌
Financial Advisor - New York, NY
Citizens
New Rochelle, NY
New
Dental Insurance
Vision Insurance
$65k - $70k / year
‌
Private Client Financial Advisor - Midtown, Manhattan
Citizens
New Rochelle, NY
New
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
Merrill Financial Solutions Advisor - Southern CT Market
Bank of America
New Canaan, CT
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Financial Solutions Advisor - Consumer Investments - Commack Financial Center
Bank of America
Commack, NY
Diversity Leader
Eco-Friendly
$70k - $80k / 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
‌
Personal Financial Counselor, Assignment Ready Counselor, PFC Connecticut
Magellan Health
Danbury, CT
$45.7k / 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
‌
Recruiter
Lead Advisor
Stamford, CT
New
‌
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Stamford, CT
Diversity Leader
$119.5k - $272.1k / year
‌
Financial Counselor (Customer Service) - HomeCare
Hartford HealthCare
Newtown, CT
‌
Wealth Management Client Associate
Bank of America
Greenwich, CT
Hourly
Diversity Leader
Eco-Friendly
$25 - $37 / hour
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Merrill Financial Solutions Advisor - Southern CT Market
Bank of America
New Canaan, CT
Diversity Leader
Eco-Friendly
$75k - $85k / year
Job Description
Working as a Financial Advisor in New Canaan, CT
There are 310 Financial Advisor opportunities available in New Canaan, 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 Canaan, CT
Financial Advisors in New Canaan, CT Resume Data
Average Experience for Financial Advisors in New Canaan, CT
- More than 10 years: 67%
- 6-10 years: 20%
- 3-5 years: 10%
- 1-2 years: 3%
- Less than 1 year: 1%
Educational Background for Financial Advisors in New Canaan, CT
- Bachelors: 61%
- Masters: 23%
- Diploma: 6%
- Doctorate: 5%
- Associates: 5%
Top Skill for Financial Advisors in New Canaan, CT
- Customer focus & orientation: 19%
- Sales skills: 15%
- Attention to detail: 14%
- Bookkeeping: 10%
- Management & leadership skills: Planning & execution: 8%
- Administrative assistant/receptionist: 7%
- Analyzing data: 7%
- Verbal communication: 7%
- Customer service: 6%
- Spreadsheets with Microsoft Excel: 6%
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