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Financial Advisor Jobs in Greenwich, CT (585)

Financial Advisor

Edward Jones
Fresh Meadows, NY
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$45k - $100k / year

Insurance Sales Agent

New York Life
Queens, NY
Dental Insurance

Private Client Financial Advisor - Canal Street, Manhattan

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

Director, Financial Planner/Wealth Advisor, Private Bank

Webster Bank
Stamford, Connecticut
Icon: salary
$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
‌

Director, Financial Planner/Wealth Advisor, Private Bank

CFA Institute
Stamford, Connecticut
Icon: salary
$120k / year
‌

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
Icon: salary
$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
Icon: salary
$72k - $141k / year
‌

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

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

Investor Relations - Associate

iCapital
Greenwich, Connecticut
PTO
Vision Insurance
Parental Leave
Icon: salary
$85k - $105k / year
‌

Accounting Manager , Wealth Family Office

NFP
Melville, New York
PTO
Health Insurance
Icon: salary
$65k - $125k / year
‌

Investor Relations - Associate

iCapital Network
Greenwich, Connecticut
PTO
Vision Insurance
Parental Leave
Icon: salary
$85k - $105k / year
‌

Market Leader - Advisor Development Program

Bank of America
Stamford, Connecticut
Diversity Leader
Eco-Friendly
Icon: salary
$130k - $170k / year
‌

J.P. Morgan Wealth Management - Private Client Investment Associate

JPMorgan Chase
Huntington, New York
Eco-Friendly
Health Insurance
‌

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
Icon: salary
$20 / hour
‌

Client Service Associate - Aline Wealth Management

HighTower
Melville, NY
New
401(k)
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$85k - $100k / year
‌

Junior Client Service & Relations Associate - Altium Wealth Management

HighTower
Harrison, NY
New
401(k)
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$65k / year
‌

Financial Advisor

Northwestern Mutual
Paramus, NJ
New
Dental Insurance
Vision Insurance
Icon: salary
$78.9k - $168.3k / year
‌

Investment Counselor (Financial Advisor Alternative)

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

Merrill Experienced Financial Advisor

Bank of America
Melville, NY
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year
‌

Merrill Financial Solutions Advisor - Rockefeller Market

Bank of America
White Plains, NY
Diversity Leader
Eco-Friendly
Icon: salary
$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
Icon: salary
$28.85 - $33.65 / hour
‌

Financial Consultant Partner - Marlton, NJ

Charles Schwab
Leonia, NJ
Dental Insurance
Vision Insurance
Education
Parental Leave
‌

Business Solutions Advisor - High Ridge Financial Center

Bank of America
Stamford, CT
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$26 - $32.89 / hour
‌

Senior Wealth Advisor SAFE Act - Queens Borough

Citigroup
Flushing, NY
Dental Insurance
Icon: salary
$70k / year
‌

Financial & Wealth Advisors

Staffworthy
Fairfield, CT
Icon: salary
$30 - $40 / hour
‌

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 585 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

  • New York, NY
  • Brooklyn, NY
  • New Haven, 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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