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Financial Advisor Jobs in Winsted, CT (184)

Recruiter / Account Manager - Tech

Creative Financial Staffing
West Hartford, CT
New
Part-Time
401(k)
PTO
Dental Insurance
Vision Insurance
Icon: salary
$50k - $60k / year

Finance Manager

Creative Financial Staffing
🌎 Remote
New
Remote
Icon: salary
$75k - $95k / year

Financial Controller, Global Consolidations

Creative Financial Staffing
Windsor, CT
New

Principal Solutions Consultant - Financial Services

Pegasystems
Hartford, Connecticut

Consulting Manager | Sales & Commerce Transformation | Capital Markets

Accenture
Hartford, Connecticut
New
Diversity Leader
Eco-Friendly

CHIEF FINANCIAL & OPERATIONS OFFICER

Forman School
Litchfield, Connecticut
Hospitality
Health Insurance
‌

CHIEF FINANCIAL OFFICER

ACG Cares
Litchfield, Connecticut
Hospitality
Health Insurance
‌

PGIM Fixed Income: Vice President, Portfolio Strategist

TOIGO Foundation
Hartford, Connecticut
Icon: salary
$175k - $205k / year
‌

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
Diversity Leader
Eco-Friendly
Icon: salary
$75k - $85k / year
‌

Financial Counselor

Baystate Health
Westfield, MA
Part-Time
‌

Relationship Manager

Citizens
Great Barrington, MA
New
‌

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
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
‌

Director Category Management, Finance Services

The Hartford Financial Services Group
Hartford, CT
Eco-Friendly
Icon: salary
$143.2k - $214.8k / year
‌

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

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

Tax Manager - Real Estate Tax (East Region City Locations)

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

Associate General Counsel Greenwich, CT

Interactive Brokers
Hartford, CT
Hybrid
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
‌

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

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

Operations & Technology Transformation , Guidewire Configuration/Integration - Senior Consultant

Deloitte
Hartford, CT
Diversity Leader
Icon: salary
$125k - $208.3k / year
‌

Consultant, Operations and Technology Transformation, Guidewire Application Developer

Deloitte
Hartford, CT
Diversity Leader
Icon: salary
$93.2k - $155.4k / year
‌

Delivery Engineer (Sr Business Analyst) Remote

Broadridge Financial Solutions
🌎 Remote
Icon: salary
$75k / year
‌

Operations & Technology Transformation, Guidewire Application Java Developer - Senior Consultant

Deloitte
Hartford, CT
Diversity Leader
Icon: salary
$124.9k - $208.3k / year
‌

Financial Advisor III - Supply Chain

Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌

Financial Advisor

Transcend Practice Management
Hartford, CT
New
Health Insurance
Icon: salary
$125k / year
‌

Northwestern Mutual: We Want You All Former NCAA Athletes

Northwestern Mutual - West Hartford
West Hartford, CT
New
Hospitality
Dental Insurance
Vision Insurance
Icon: salary
$52k - $106k / year
‌

Recruiting Director

Grayling Associates
Bloomfield, CT
‌

Associate Financial Advisor

OakCrest Capital and OakCrest Tax & Accounting Group
🌎 Remote
New
Remote
Entry-Level
401(k)
Dental Insurance
Vision Insurance
Education
‌

100% Remote Financial Advisor

BK FC ADVISOR
🌎 Remote
New
Remote

Job Description

Working as a Financial Advisor in Winsted, CT

There are 184 Financial Advisor opportunities available in Winsted, 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 Winsted, CT

  • Hartford, CT
  • Springfield, MA
  • Waterbury, CT

Financial Advisors in Winsted, CT Resume Data

Average Experience for Financial Advisors in Winsted, CT

  • More than 10 years: 66%
  • 6-10 years: 22%
  • 3-5 years: 7%
  • 1-2 years: 5%

Educational Background for Financial Advisors in Winsted, CT

  • Bachelors: 52%
  • Masters: 22%
  • Diploma: 18%
  • Associates: 7%
  • Doctorate: 1%

Top Skill for Financial Advisors in Winsted, CT

  • Sales skills: 16%
  • Customer focus & orientation: 14%
  • Verbal communication: 14%
  • Attention to detail: 11%
  • HR: Compensation & benefits: 9%
  • Management & leadership skills: Planning & execution: 9%
  • Administrative assistant/receptionist: 7%
  • Customer service: 7%
  • Recruiting: 7%
  • Management & leadership skills: Impact & influence: 7%

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