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Financial Advisor Jobs in Southington, CT (330)

Advanced Wealth and Tax Strategist

MassMutual Careers
WINDSOR, CT

Advanced Sales Consultant

MassMutual Careers
HARTFORD, CT

Portfolio Implementation Specialist

Midwest Trust
Shelton, Connecticut
New

Financial Advisor-in-Training

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

Director, Tax, Trust and Estate Specialist

Charles Schwab
W Hartford, CT
New
Dental Insurance
Vision Insurance
Parental Leave

Financial Advisor

The Encompass Group
Southington, CT
New
PTO
Icon: salary
$80k - $140k / year
‌

Financial Advisor / Wealth Manager

Northwestern Mutual
Hartford, CT
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Icon: salary
$60k - $110k / year
‌

Financial Advisor

GemHarvest Executive Recruiting
New Haven County, CT
New
‌

Financial Advisor

Covenant Trust
Cromwell, CT
New
PTO
Icon: salary
$80k - $100k / year
‌

Financial Advisor

Strategies for Wealth Management
Shelton, CT
Vision Insurance
‌

Financial Advisor

Johnson Brunetti Retirement & Investment Specialists
Wethersfield, CT
‌

Financial Advisor

Thrivepoint Financial
Glastonbury, CT
‌

Jr Financial Advisor/Client Service Associate - Financial Services

Confidential
Avon, CT
New
401(k)
‌

Retirement Planning Associate - Retirement Benefits Group

Equitable Advisors
Southington, CT
‌

Financial Services Representative

Barnum Financial Group
Shelton, CT
‌

Registered Client Service Associate

Morgan Stanley
Hartford, CT
‌

Middle Office Associate

Fiducient Advisors
Hartford, CT
New
401(k)
PTO
Icon: salary
$65k - $85k / year
‌

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

Financial Advisor

Mosaic Retirement Planning
🌎 Remote
Part-Time
Remote
Hourly
‌

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
Farmington, CT
New
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
New
Diversity Leader
Eco-Friendly
Icon: salary
$65k - $80k / year
‌

VP, Wealth Advisor & Trust Officer

Berkshire Bank
Glastonbury, CT
New
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
Diversity Leader
Icon: salary
$63.4k - $144.3k / year
‌

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

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

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

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

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
New
Diversity Leader
Eco-Friendly
Icon: salary
$63.2k - $169.8k / year
‌

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

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

Portfolio Implementation Specialist

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

Financial Advisor

The Encompass Group
Southington, CT
New
PTO
Icon: salary
$80k - $140k / year

Job Description

Working as a Financial Advisor in Southington, CT

There are 330 Financial Advisor opportunities available in Southington, 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 Southington, CT

  • Hartford, CT
  • Springfield, MA
  • New Haven, CT

Financial Advisors in Southington, CT Resume Data

Average Experience for Financial Advisors in Southington, CT

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

Educational Background for Financial Advisors in Southington, CT

  • Bachelors: 55%
  • Masters: 19%
  • Diploma: 13%
  • Associates: 10%
  • Doctorate: 3%

Top Skill for Financial Advisors in Southington, CT

  • Customer focus & orientation: 17%
  • Attention to detail: 15%
  • Sales skills: 14%
  • Verbal communication: 13%
  • Management & leadership skills: Impact & influence: 8%
  • Work style: Conscientiousness: 8%
  • Spreadsheets with Microsoft Excel: 7%
  • Management & leadership skills: Planning & execution: 7%
  • Work style: Reliability: 7%
  • Customer service: 6%

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