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Financial Advisor Jobs in Westport, CT (164)

Financial Advisor - Career Change Opportunity

Edward Jones
Brookfield, CT
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$38.5k - $100k / year

U.S. Private Bank - Private Bank Team Lead Westchester - Managing Director

JPMorgan Chase
Greenwich, Connecticut
Eco-Friendly
Education
Icon: salary
$300k - $500k / year

Chase Travel Group Operations & Field Communications Manager, VP

JPMorganChase
Norwalk, Connecticut

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Oppenheimer & Co
Stamford, Connecticut

U.S. Private Bank - Private Banker - Executive Director

JPMorganChase
Greenwich, Connecticut
Education

Chief Financial Officer

ProSearch Intl
Stamford, Connecticut
401(k)
Health Insurance
‌

Real Estate Financial Loan Manager

Smith Arnold Partners
Westport, CT
Icon: salary
$150 / day
‌

Associate Financial Advisor

Lead Advisor
Southport, CT
‌

Financial Advisor

Bankers Life
East Setauket, NY
‌

High Networth Financial Advisor

Talent Focus Executive Search and Consulting
Stamford, CT
New
‌

Associate Financial Advisor

Kovitz
Greenwich, CT
‌

Investment Operations Associate

GemHarvest Executive Recruiting
Westport, CT
‌

Client Services Associate

GemHarvest Executive Recruiting
Westport, CT
‌

Investment Strategist

Leah Yosef International
Westchester County, NY
New
401(k)
Health Insurance
‌

Financial Services Representative

Barnum Financial Group
Shelton, CT
‌

Solutions Specialist

datto
Norwalk, CT
‌

Wealth Advisor & Financial Planner

Elevation Wealth Partners
🌎 Remote
Part-Time
Remote
PTO
Dental Insurance
Flexible Schedule
Icon: salary
$60 / hour
‌

Financial Advisor

State Farm
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Education
Icon: salary
$48k - $60k / year
‌

Financial Advisor-in-Training

AdviceOne LLC Careers
🌎 Remote
Remote
Hybrid
PTO
Health Insurance
Dental Insurance
Vision Insurance
‌

Financial Advisor

Northwestern Mutual
Fairfield County, CT
New
Icon: salary
$30 / hour
‌

Merrill Financial Solutions Advisor - Western NY

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

Financial Solutions Advisor - Consumer Investments - Southern CT. Market

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

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

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

Private Client Financial Advisor - White Plains, NY

Citizens
White Plains, NY
Dental Insurance
Vision Insurance
Icon: salary
$105k - $250k / year
‌

Personal Financial Counselor, Assignment Ready Counselor, PFC Connecticut

Magellan Health
Danbury, CT
Icon: salary
$45.7k / year
‌

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

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

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

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

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

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

VP, Financial Consultant - Fairfield, CT

Charles Schwab
Fairfield, CT
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌

Wealth Management Client Associate

Bank of America
Greenwich, CT
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$25 - $37 / hour
‌

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

Deloitte
Stamford, CT
Diversity Leader
Icon: salary
$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
Icon: salary
$88.4k - $132.6k / year
‌

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

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

Real Estate Financial Loan Manager

Smith Arnold Partners
Westport, CT
Icon: salary
$150 / day

Job Description

Working as a Financial Advisor in Westport, CT

There are 164 Financial Advisor opportunities available in Westport, 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 Westport, CT

  • New York, NY
  • New Haven, CT
  • Stamford, CT

Financial Advisors in Westport, CT Resume Data

Average Experience for Financial Advisors in Westport, CT

  • More than 10 years: 68%
  • 6-10 years: 17%
  • 3-5 years: 11%
  • 1-2 years: 3%
  • Less than 1 year: 0%

Educational Background for Financial Advisors in Westport, CT

  • Bachelors: 60%
  • Masters: 23%
  • Associates: 7%
  • Diploma: 6%
  • Doctorate: 4%

Top Skill for Financial Advisors in Westport, CT

  • Customer focus & orientation: 17%
  • Attention to detail: 15%
  • Sales skills: 15%
  • Bookkeeping: 11%
  • Management & leadership skills: Planning & execution: 10%
  • Analyzing data: 8%
  • Spreadsheets with Microsoft Excel: 8%
  • Administrative assistant/receptionist: 6%
  • Verbal communication: 6%
  • Office manager: 4%

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