Financial Advisor Jobs in Stamford, CT (181)
Director, Financial Planner/Wealth Advisor, Private Bank
Webster Bank
Jericho, New York
$120k / year
U.S. Private Bank - Private Bank Team Lead Westchester - Managing Director
JPMorgan Chase
Greenwich, Connecticut
Eco-Friendly
Education
$300k - $500k / year
Family Wealth Office Director
KeyBank
Tarrytown, New York
$160k - $300k / year
Chief Financial Officer
ProSearch Intl
Stamford, Connecticut
401(k)
Health Insurance
Multifamily Financial Engineering Model Advisor (Flexible Hybrid)
The Fannie Mae
🌎 Remote
Remote
Hybrid
Personal Risk Advisor - Portland
USI Insurance Services
Valhalla, NY
‌
Personal Risk Advisor-Boston
USI Insurance Services
Valhalla, NY
‌
Personal Risk Advisor- North Florida (Orlando)
USI Insurance Services
Valhalla, NY
‌
Private Client Financial Advisor - Midtown, Manhattan
Citizens
New Rochelle, NY
New
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
Financial Advisor - Hybrid (Brooklyn, Queens, Long Island)
Citizens
Yonkers, NY
New
Hybrid
Dental Insurance
Vision Insurance
$65k - $70k / year
‌
CSI Investment Assistant II
Citizens
New Rochelle, NY
New
Hourly
Dental Insurance
Vision Insurance
$30.28 - $32.21 / hour
‌
VP/Wealth Advisor
AllianceBernstein L.P
Stamford, CT
$115k - $200k / year
‌
Investment Banking VP
Selby Jennings
Stamford, CT
Dental Insurance
Vision Insurance
‌
Merrill Experienced Financial Advisor
Bank of America
Melville, NY
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - Southern CT Market
Bank of America
Stamford, 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
‌
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
‌
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
‌
Tax Manager - Financial Services-Insurance Tax (East Region City Locations)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Advisory Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant
Deloitte
Stamford, CT
Diversity Leader
$88.6k - $170.9k / year
‌
Tax Manager - Real Estate Tax (East Region City Locations)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Tax Manager - Financial Svcs-Hedge Fund Tax (East Region City Locations)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Wealth Management Client Associate
Bank of America
Greenwich, CT
Hourly
Diversity Leader
Eco-Friendly
$25 - $37 / hour
‌
Insurance Transformation, Guidewire Senior Consultant
Deloitte
Stamford, CT
Diversity Leader
$125k - $208.3k / year
‌
Tax Manager - Sustainability, Climate & Equity - Renewable Energy
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Vice President, BlackRock Portfolio Design Specialist
BlackRock
🌎 Remote
Remote
Eco-Friendly
Education
$110k / year
‌
Account Executive - Software Solutions - SMB
eMoney Advisor
Stamford, CT
New
Entry-Level
Health Insurance
Parental Leave
$52k - $69k / year
‌
Oracle Financial Cloud Developer
Diverse Lynx
Stamford, CT
New
Job Description
Working as a Financial Advisor in Stamford, CT
There are 181 Financial Advisor opportunities available in Stamford, 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 Stamford, CT
Financial Advisors in Stamford, CT Resume Data
Average Experience for Financial Advisors in Stamford, CT
- More than 10 years: 61%
- 6-10 years: 24%
- 3-5 years: 12%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Stamford, CT
- Bachelors: 58%
- Masters: 20%
- Diploma: 10%
- Associates: 8%
- Doctorate: 4%
Top Skill for Financial Advisors in Stamford, CT
- Customer focus & orientation: 18%
- Attention to detail: 14%
- Sales skills: 14%
- Customer service: 8%
- Spreadsheets with Microsoft Excel: 8%
- Management & leadership skills: Planning & execution: 8%
- Bookkeeping: 8%
- Verbal communication: 8%
- Administrative assistant/receptionist: 7%
- Work style: Reliability: 7%
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