Financial Advisor Jobs in Stamford, CT (542)
Junior Accountant CT
Creative Financial Staffing
Stamford, CT
Entry-Level
Private Client Financial Advisor - Canal Street, Manhattan
Citizens
New Rochelle, NY
New
Dental Insurance
Vision Insurance
$105k - $250k / year
(Remote) - Financial Advisor
Made for
🌎 Remote
New
Part-Time
Remote
(Remote) - Financial Advisor
Primerica Financial
🌎 Remote
New
Remote
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
‌
Senior Wealth Advisor
Midland States Bank
Tarrytown, New York
Health Insurance
‌
Wealth Management Associate - CT, Stamford (5022)
Equitable
Stamford, Connecticut
Entry-Level
Dental Insurance
Vision Insurance
‌
Merrill Market Supervision Manager
Bank of America
Greenwich, Connecticut
Diversity Leader
Eco-Friendly
‌
Wealth Management Global Investment Office - Investing with Impact Associate
Morgan Stanley
Purchase, New York
$60k - $110k / year
‌
Financial Services Relationship Manager
PEAR Core Solutions
Jericho, New York
‌
Accounting Manager , Wealth Family Office
NFP
Melville, New York
PTO
Health Insurance
$65k - $125k / year
‌
U.S. Private Bank - Private Bank Team Lead Westchester - Managing Director
JPMorgan Chase
Greenwich, Connecticut
Eco-Friendly
Education
$300k - $500k / year
‌
J.P. Morgan Wealth Management - Private Client Investment Associate
JPMorgan Chase
Huntington, New York
Eco-Friendly
Health Insurance
‌
Client Service Associate - Kings Park, NY
Kestra Financial Independent Advisor
Kings Park, NY
New
‌
Client Service Associate - Aline Wealth Management
HighTower
Melville, NY
New
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$85k - $100k / year
‌
Associate, Client Service
National Financial Partners
Melville, NY
New
Hybrid
PTO
Health Insurance
$20 / hour
‌
Junior Client Service & Relations Associate - Altium Wealth Management
HighTower
Harrison, NY
New
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$65k / 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 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 - Commack Financial Center
Bank of America
Commack, NY
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Solutions Advisor Registration Candidate - Consumer Investments - Stratford Financial Center
Bank of America
Stratford, CT
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Personal Financial Counselor, Assignment Ready Counselor, PFC Connecticut
Magellan Health
Danbury, CT
New
$45.7k / year
‌
Personal Financial Counselor, Assignment Ready Counselor - New York
Magellan Health
Bronx, NY
$53.1k / year
‌
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Stamford, CT
Diversity Leader
$63.4k - $144.3k / year
‌
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Stamford, CT
Diversity Leader
$119.5k - $272.1k / year
‌
Business Solutions Advisor - High Ridge Financial Center
Bank of America
Stamford, CT
Hourly
Diversity Leader
Eco-Friendly
$26 - $32.89 / hour
‌
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
‌
Financial & Wealth Advisors
Staffworthy
Fairfield, CT
$30 - $40 / hour
‌
Junior Accountant CT
Creative Financial Staffing
Stamford, CT
Entry-Level
Job Description
Working as a Financial Advisor in Stamford, CT
There are 542 Financial Advisor opportunities available in Stamford, 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 Stamford, CT
Financial Advisors in Stamford, CT Resume Data
Average Experience for Financial Advisors in Stamford, CT
- More than 10 years: 61%
- 6-10 years: 24%
- 3-5 years: 12%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Stamford, CT
- Bachelors: 58%
- Masters: 20%
- Diploma: 10%
- Associates: 8%
- Doctorate: 4%
Top Skill for Financial Advisors in Stamford, CT
- Customer focus & orientation: 18%
- Attention to detail: 14%
- Sales skills: 14%
- Customer service: 8%
- Spreadsheets with Microsoft Excel: 8%
- Management & leadership skills: Planning & execution: 8%
- Bookkeeping: 8%
- Verbal communication: 8%
- Administrative assistant/receptionist: 7%
- Work style: Reliability: 7%
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