Financial Advisor Jobs in New Haven, CT (119)
Locum Physician Assistant (PA) - Hematology and Oncology in Farmington, CT
LocumJobsOnline
New Haven County, CT
Locum Nurse Practitioner (NP) - Hematology and Oncology in Farmington, CT
LocumJobsOnline
New Haven County, CT
Domain Consultant - Security Operations Transformation
Palo Alto Networks
New Haven, CT
New
$198k / year
Locum Physician (MD/DO) - Hematology and Oncology in Danbury, CT
LocumJobsOnline Careers
Bridgeport, CT
New
Locum Physician Assistant (PA) - Hematology and Oncology in Farmington, CT
LocumJobsOnline Careers
Bridgeport, CT
New
Financial Advisor - Career Change Opportunity
Edward Jones
Clinton, CT
New
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
‌
Tax Senior Manager
CBIZ
New Haven, Connecticut
Health Insurance
Dental Insurance
$152k - $208k / year
‌
Director of Financial Operations
Yale University
New Haven, Connecticut
‌
Risk & Advisory Manager
CBIZ
New Haven, Connecticut
New
‌
Chief Financial Officer (Anticipated vacancy - July 2025)
New Haven Public Schools
New Haven, Connecticut
$40 / hour
‌
Technology Advisory Board Member (Course Credit Eligible / Community ServiceCredit Eligible / T[...]
Childhood Cancer Society
New Haven, Connecticut
‌
Geotechnical Service Line Leader
Kleinfelder
West Haven, Connecticut
Hospitality
Dental Insurance
Vision Insurance
‌
Finance Director, Commercial (Hybrid Remote CT)
PerkinElmer
🌎 Remote
New
Remote
Hybrid
$160k - $200k / year
‌
Patient Financial Access Facilitator
Yale New Haven Health
New Haven, CT
New
Health Insurance
‌
Financial Advisor
Mohr Talent
Weston, CT
New
‌
Client Service Associate
Transcend Practice Management
Wallingford, CT
$90k - $100k / year
‌
Client Associate
Wells Fargo
Westport, CT
New
Education
Parental Leave
$24.38 - $36.59 / hour
‌
Client Associate/Registered Client Associate
RBC Capital Markets
Westport, CT
Dental Insurance
Vision Insurance
$45k - $70k / year
‌
Block Advisors Receptionist
H&R Block
West Haven, CT
401(k)
‌
Private Client Associate - New Haven, CT
Janney Montgomery Scott
New Haven, CT
New
Hourly
PTO
Dental Insurance
Parental Leave
$60k - $75k / year
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Locum Physician (MD/DO) - Psychiatry in Connecticut
LocumJobsOnline
Fairfield County, CT
‌
Remote Certified Financial Planner
TalentWealth
🌎 Remote
Remote
‌
Merrill Financial Solutions Advisor - Northern Connecticut Market
Bank of America
New Haven, CT
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
‌
Financial Solutions Advisor - Consumer Investments - Southern CT. Market
Bank of America
Southbury, CT
Diversity Leader
Eco-Friendly
$65k - $80k / year
‌
VP, Financial Consultant - Fairfield, CT
Charles Schwab
Fairfield, CT
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Portfolio Implementation Specialist
MTC Holding
Shelton, CT
$68k - $113k / year
‌
Business Banking Relationship Manager/Senior Relationship Manager – New Haven or Hartford, CT
Bank of America
New Haven, CT
Diversity Leader
Eco-Friendly
$120k - $185k / year
‌
Personal Banker
KeyBank
New Haven, CT
‌
Automotive Service Advisor
Executive Kia
Wallingford, CT
Dental Insurance
Vision Insurance
Education
$70k - $125k / year
‌
Remote Retirement Plan Compliance Analyst
Ascensus
🌎 Remote
Remote
Dental Insurance
Vision Insurance
$70k - $100k / year
‌
Major Accounts District Manager
ADP
Milford, CT
Dental Insurance
Vision Insurance
Education
$53.1k - $115k / year
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Patient Financial Access Facilitator
Yale New Haven Health
New Haven, CT
New
Health Insurance
Job Description
Working as a Financial Advisor in New Haven, CT
There are 119 Financial Advisor opportunities available in New Haven, 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 Haven, CT
Financial Advisors in New Haven, CT Resume Data
Average Experience for Financial Advisors in New Haven, CT
- More than 10 years: 62%
- 6-10 years: 22%
- 3-5 years: 11%
- 1-2 years: 5%
Educational Background for Financial Advisors in New Haven, CT
- Bachelors: 57%
- Masters: 20%
- Diploma: 11%
- Associates: 7%
- Doctorate: 4%
Top Skill for Financial Advisors in New Haven, CT
- Customer focus & orientation: 17%
- Attention to detail: 17%
- Sales skills: 15%
- Verbal communication: 11%
- Scheduling: 9%
- Project timeline management: 8%
- Work style: Conscientiousness: 7%
- Bookkeeping: 5%
- Spreadsheets with Microsoft Excel: 5%
- Customer service fit: 5%
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