Financial Advisor Jobs in New Canaan, CT (243)
Planning Consultant
Empower
STAMFORD, CT
New
Dental Insurance
Vision Insurance
Education
Parental Leave
$54.2k - $74.6k / year
Locum Physician Assistant (PA) - Obstetrics and Gynecology in Bridgeport, CT
LocumJobsOnline
Bridgeport, CT
New
Locum Nurse Practitioner (NP) - Obstetrics and Gynecology in Bridgeport, CT
LocumJobsOnline
Bridgeport, CT
New
Investor Relations - Associate
iCapital
Greenwich, Connecticut
PTO
Vision Insurance
Parental Leave
$85k - $105k / year
Head of Client Onboarding - O’Shaughnessy Asset Management
Franklin Templeton Investments
Stamford, Connecticut
401(k)
Health Insurance
$180k - $220k / year
Advisor Support Specialist- Hierax Wealth Partners
HighTower
Westport, CT
New
Hospitality
$5 - $50 / hour
‌
Financial Services - Guidewire - Technical Consultant - Manager - Open
EY
Stamford, CT
Hospitality
Dental Insurance
$141.2k - $258.9k / year
‌
Client Relationship Manager
Freemont Yardley Search
Westport, CT
New
‌
Private Capital Fund Finance - Assistant Vice President
iCapital
Greenwich, CT
New
PTO
Vision Insurance
Parental Leave
$120k - $150k / year
‌
Project Manager - Commercial Construction - Stamford, CT
Michael Page
Stamford, CT
$140k / year
‌
Treasury Oversight - Senior Vice President
iCapital
Greenwich, CT
New
PTO
Vision Insurance
Parental Leave
$200k - $240k / year
‌
Assistant Controller- CAAS-Nonprofit
CliftonLarsonAllen
Shelton, CT
New
Part-Time
401(k)
PTO
Dental Insurance
Vision Insurance
Parental Leave
‌
Vice President, Communications
Confidential
Stamford, CT
New
‌
Recruiter
Lead Advisor
Stamford, CT
‌
Client Associate/Registered Client Associate
RBC Capital Markets
Westport, CT
New
Dental Insurance
Vision Insurance
$45k - $70k / year
‌
Financial Advisor - Career Change Opportunity
Edward Jones
Brookfield, CT
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
‌
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Analog Capital Partners
🌎 Remote
Remote
‌
Financial Counselor
Fisher Investments
🌎 Remote
New
Remote
Dental Insurance
Vision Insurance
Education
$10k / month
‌
Merrill Financial Solutions Advisor - Southern CT Market
Bank of America
New Canaan, CT
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Private Client Financial Advisor - White Plains, NY
Citizens
White Plains, NY
Dental Insurance
Vision Insurance
$105k - $250k / 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
‌
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
‌
Wealth Management Client Associate
Bank of America
Greenwich, CT
Hourly
Diversity Leader
Eco-Friendly
$25 - $37 / hour
‌
VP, Financial Consultant - Stamford, CT
Charles Schwab
Stamford, 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
‌
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
‌
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 243 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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