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Financial Advisor Jobs in Wallingford, CT (298)

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

Locum Certified Registered Nurse Anesthetist (CRNA) in Connecticut

LocumJobsOnline
Hartford County, CT

Financial Advisor - Centralized, West Hartford, CT

Santander Holdings USA Inc Careers
WEST HARTFORD, CT
Icon: salary
$56.3k - $102.5k / year

Financial Advisor - Career Change Opportunity

Edward Jones
Clinton, CT
New
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$45k - $100k / year

Chief Compliance Officer

Fiducient Advisors
Hartford, Connecticut
401(k)
PTO
Icon: salary
$200k - $250k / year
‌

Tax Senior Manager

CBIZ
New Haven, Connecticut
Health Insurance
Dental Insurance
Icon: salary
$152k - $208k / year
‌

Client Service Associate

Kestra Financial Independent Advisor
Avon, CT
New
Dental Insurance
Vision Insurance
‌

Client Service Associate

Transcend Practice Management
Wallingford, CT
Icon: salary
$90k - $100k / year
‌

Block Advisors Receptionist

H&R Block
Cromwell, CT
401(k)
‌

Financial Advisor - Centralized, West Hartford, CT

Santander Holdings USA
West Hartford, CT
New
Icon: salary
$56.3k - $102.5k / year
‌

Sr. Financial Consultant - Financial Analysis

THE TRAVELERS INDEMNITY
Hartford, CT
New
Health Insurance
Icon: salary
$71.9k - $118.7k / year
‌

Investment Counselor (Financial Advisor Alternative)

Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month
‌

Remote Certified Financial Planner

TalentWealth
🌎 Remote
Remote
‌

Automotive Service Advisor

Executive Kia
Wallingford, CT
Dental Insurance
Vision Insurance
Education
Icon: salary
$70k - $125k / year
‌

Consultant, Engagement Financial Advisor/ GPS

Deloitte
Hartford, CT
Diversity Leader
Icon: salary
$69.6k - $105k / year
‌

Merrill Financial Solutions Advisor - Northern Connecticut Market

Bank of America
Guilford, CT
Diversity Leader
Eco-Friendly
Icon: salary
$75k - $85k / year
‌

Financial Solutions Advisor Registration Candidate - Consumer Investments - Cheshire Financial Center

Bank of America
Cheshire, CT
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$28.85 - $33.65 / hour
‌

Financial Solutions Advisor - Consumer Investments - Southern CT. Market

Bank of America
Southbury, CT
Diversity Leader
Eco-Friendly
Icon: salary
$65k - $80k / year
‌

VP, Wealth Advisor & Trust Officer

Berkshire Bank
Glastonbury, CT
Icon: salary
$80.1k - $170k / year
‌

Personal Financial Counselor, Assignment Ready Counselor - Connecticut

Magellan Health
Hartford, CT
Icon: salary
$53.1k / year
‌

Tax Senior - Investment Management - Private Wealth (East Coast)

Deloitte
Hartford, CT
New
Diversity Leader
Icon: salary
$63.4k - $144.3k / year
‌

Tax Manager-Investment Management - Private Wealth (East Coast)

Deloitte
Hartford, CT
New
Diversity Leader
Icon: salary
$85k - $193.4k / year
‌

Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)

Deloitte
Hartford, CT
New
Diversity Leader
Icon: salary
$119.5k - $272.1k / year
‌

Financial Counselor (Customer Service) - HomeCare

Hartford HealthCare
Farmington, CT
‌

Regional Insurance Consultant, Life Insurance

Covr Financial Technologies
Hartford, CT
Hybrid
PTO
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$72k / year
‌

Oracle Cloud Financial Consultant

Accenture
Hartford, CT
Diversity Leader
Eco-Friendly
Icon: salary
$63.2k - $169.8k / year
‌

Portfolio Implementation Specialist

MTC Holding
Shelton, CT
Icon: salary
$68k - $113k / year
‌

Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)

Deloitte
Hartford, CT
New
Diversity Leader
Icon: salary
$85k - $193.4k / year
‌

Personal Banker

KeyBank
Wallingford, CT
‌

Tax Manager - Financial Services-Insurance Tax (East Region City Locations)

Deloitte
Hartford, CT
New
Diversity Leader
Icon: salary
$85k - $193.4k / year
‌

Tax Manager - Real Estate Tax (East Region City Locations)

Deloitte
Hartford, CT
New
Diversity Leader
Icon: salary
$85k - $193.4k / year
‌

Financial Advisor III - Supply Chain

Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌

Automotive Service Advisor

Executive Kia
Wallingford, CT
Dental Insurance
Vision Insurance
Education
Icon: salary
$70k - $125k / year

Job Description

Working as a Financial Advisor in Wallingford, CT

There are 298 Financial Advisor opportunities available in Wallingford, 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 Wallingford, CT

  • Hartford, CT
  • New Haven, CT
  • Waterbury, CT

Financial Advisors in Wallingford, CT Resume Data

Average Experience for Financial Advisors in Wallingford, CT

  • More than 10 years: 61%
  • 6-10 years: 25%
  • 3-5 years: 9%
  • 1-2 years: 6%

Educational Background for Financial Advisors in Wallingford, CT

  • Bachelors: 56%
  • Masters: 20%
  • Diploma: 12%
  • Associates: 9%
  • Doctorate: 2%

Top Skill for Financial Advisors in Wallingford, CT

  • Attention to detail: 16%
  • Sales skills: 15%
  • Customer focus & orientation: 14%
  • Verbal communication: 14%
  • Management & leadership skills: Planning & execution: 8%
  • Work style: Conscientiousness: 8%
  • Project timeline management: 8%
  • Spreadsheets with Microsoft Excel: 6%
  • Management & leadership skills: Impact & influence: 6%
  • Work style: Reliability: 6%

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    Financial Advisor jobs near Wallingford, CT

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    • Farmington, CT
    • Southbury, CT
    • Cheshire, CT
    • East Hartford, CT
    • Fairfield, CT
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