Financial Advisor Jobs in Greenwich, CT (610)
Private Client Financial Advisor - Canal Street, Manhattan
Citizens
New Rochelle, NY
New
Dental Insurance
Vision Insurance
$105k - $250k / year
Insurance Sales Agent
New York Life
Queens, NY
Dental Insurance
Director, Financial Planner/Wealth Advisor, Private Bank
Webster Bank
Stamford, Connecticut
$120k / year
Director, Financial Planner/Wealth Advisor, Private Bank
CFA Institute
Stamford, Connecticut
$120k / year
Experienced Insurance Professional
New York Life
Queens, NY
Health Insurance
Dental Insurance
Vision Insurance
Financial Sales Professional
New York Life
Queens, NY
Dental Insurance
Vision Insurance
‌
Senior Wealth Advisor
Midland States Bank
Tarrytown, New York
Health Insurance
‌
Merrill Market Supervision Manager
Bank of America
Greenwich, Connecticut
Diversity Leader
Eco-Friendly
‌
Wealth Management Associate - CT, Stamford (5022)
Equitable
Stamford, Connecticut
Entry-Level
Dental Insurance
Vision Insurance
‌
Private Client Relationship Manager
Citizens Bank
Fort Lee, New Jersey
Health Insurance
‌
Wealth Management Global Investment Office - Investing with Impact Associate
Morgan Stanley
Purchase, New York
$60k - $110k / year
‌
FARS Portfolio Management Associate Director
Morgan Stanley
Paramus, New Jersey
‌
Financial Services Relationship Manager
PEAR Core Solutions
Jericho, New York
‌
Complex Claims Consultant - Financial Lines/Public D&O
CNA Insurance
Tarrytown, New York
$72k - $141k / year
‌
U.S. Private Bank - Private Bank Team Lead Westchester - Managing Director
JPMorgan Chase
Greenwich, Connecticut
Eco-Friendly
Education
$300k - $500k / year
‌
Accounting Manager , Wealth Family Office
NFP
Melville, New York
PTO
Health Insurance
$65k - $125k / year
‌
Financial Advisor
OM Internships
🌎 Remote
Remote
Dental Insurance
Vision Insurance
‌
Senior Financial Service Advisor
Running Point Capital Advisors
🌎 Remote
Remote
Hybrid
‌
Associate, Client Service
National Financial Partners
Melville, NY
New
Hybrid
PTO
Health Insurance
$20 / hour
‌
Client Service Associate - Aline Wealth Management
HighTower
Melville, NY
New
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$85k - $100k / year
‌
Junior Client Service & Relations Associate - Altium Wealth Management
HighTower
Harrison, NY
New
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$65k / year
‌
Financial Advisor
Northwestern Mutual
Paramus, NJ
New
Dental Insurance
Vision Insurance
$78.9k - $168.3k / year
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Financial/Wealth Management Advisor
Northwestern Mutual
Stamford, CT
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Edward Jones
Fresh Meadows, NY
New
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
‌
Financial and Wealth Management Advisor (Entry-Level or Experienced)
Northwestern Mutual
Fairfield, CT
Dental Insurance
Vision Insurance
$82k - $106k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Melville, NY
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - Rockefeller Market
Bank of America
White Plains, NY
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Financial Solutions Advisor - Consumer Investments - Englewood Palisades Financial Center
Bank of America
Englewood, NJ
Diversity Leader
Eco-Friendly
‌
Financial Solutions Advisor Registration Candidate - Consumer Investments - Mount Kisco Financial Center
Bank of America
Mount Kisco, NY
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Financial Consultant Partner - Marlton, NJ
Charles Schwab
Leonia, NJ
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Financial Advisor - Training Provided
New York Life
Melville, NY
New
Part-Time
Health Insurance
Dental Insurance
Flexible Schedule
$75k - $132k / year
‌
Business Solutions Advisor - High Ridge Financial Center
Bank of America
Stamford, CT
Hourly
Diversity Leader
Eco-Friendly
$26 - $32.89 / hour
‌
Citi Wealth - Senior Wealth Advisor SAFE Act
Citigroup
Paramus, NJ
$70k / year
‌
Senior Wealth Advisor - Huntington Village
Citigroup
Huntington, NY
Dental Insurance
$70k / year
‌
Senior Wealth Advisor SAFE Act - Westchester
Citigroup
White Plains, NY
Dental Insurance
$70k / year
‌
Patient Financial Access Specialist - Op
Yale New Haven Health
Greenwich, CT
New
Health Insurance
Job Description
Working as a Financial Advisor in Greenwich, CT
There are 610 Financial Advisor opportunities available in Greenwich, 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 Greenwich, CT
Financial Advisors in Greenwich, CT Resume Data
Average Experience for Financial Advisors in Greenwich, CT
- More than 10 years: 59%
- 6-10 years: 24%
- 3-5 years: 12%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Greenwich, CT
- Bachelors: 58%
- Masters: 19%
- Diploma: 11%
- Associates: 8%
- Doctorate: 4%
Top Skill for Financial Advisors in Greenwich, CT
- Customer focus & orientation: 18%
- Sales skills: 16%
- Attention to detail: 13%
- Spreadsheets with Microsoft Excel: 10%
- Administrative assistant/receptionist: 9%
- Customer service: 9%
- Work style: Reliability: 7%
- Bookkeeping: 6%
- Analyzing data: 6%
- Verbal communication: 6%
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