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Financial Advisor Jobs in New Haven, CT (82)

Director of Pharmacy

WOODMARK
Wallingford, CT
New

Portfolio Implementation Specialist

Midwest Trust
Shelton, Connecticut

Lead Administrator 3

Yale University
New Haven, Connecticut

Senior VP, Planning Lead

WSP USA
Shelton, Connecticut
Dental Insurance
Vision Insurance

Account Director-Logistics

Xyntek
Newtown, Connecticut
Dental Insurance

Project Engineer - Bridges

International Executive Service Corps
Shelton, Connecticut
PTO
Dental Insurance
Education
Parental Leave
Icon: salary
$85.3k - $127.9k / year
‌

Common Ground / New Haven Ecology Project, Executive Director

Edgility Consulting
New Haven, Connecticut
New
Dental Insurance
Vision Insurance
Icon: salary
$150k - $180k / year
‌

Merrill Financial Solutions Advisor - Northern Connecticut Market

Bank of America
New Haven, CT
Diversity Leader
Eco-Friendly
Icon: salary
$75k - $85k / year
‌

Financial Solutions Advisor Registration Candidate - Consumer Investments - Stratford Financial Center

Bank of America
Stratford, 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
Diversity Leader
Eco-Friendly
Icon: salary
$65k - $80k / year
‌

Portfolio Implementation Specialist

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

Business Banking Relationship Manager/Senior Relationship Manager – New Haven or Hartford, CT

Bank of America
New Haven, CT
Diversity Leader
Eco-Friendly
Icon: salary
$120k - $185k / year
‌

VP, Financial Consultant - Fairfield, CT

Charles Schwab
Fairfield, CT
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌

Personal Banker - West Haven Area

KeyBank
West Haven, CT
‌

Licensed Mental Health Counselor / Therapist (Remote)

Talkspace
🌎 Remote
Part-Time
Remote
Hourly
Icon: salary
$12 - $36 / hour
‌

Remote Mental Health Therapist - Up to $4,000 Monthly Bonus

Talkspace
🌎 Remote
Part-Time
Remote
Hourly
Icon: salary
$12 - $36 / hour
‌

Store Manager - Milford Marketplace

Warby Parker
Milford, CT
Retail
B-Corp
Dental Insurance
Vision Insurance
Education
‌

Remote Retirement Plan Compliance Analyst

Ascensus
🌎 Remote
Remote
Dental Insurance
Vision Insurance
Icon: salary
$70k - $100k / year
‌

Major Accounts District Manager

ADP
Milford, CT
Dental Insurance
Vision Insurance
Education
Icon: salary
$53.1k - $115k / year
‌

Phlebotomist Floater

Synectics
New Haven, CT
Dental Insurance
Vision Insurance
Icon: salary
$500 / week
‌

Department Manager - Transmission (Northeast Region)

Burns & McDonnell
Wallingford, CT
Icon: salary
$130k - $280k / year
‌

Clinical Director (LCSW, LPC, LMFT, LADC) - Behavioral Health (Adult MH OP)

Hartford HealthCare
New Haven, CT
Dental Insurance
‌

Center Medical Director

Oak Street Health
New Haven, CT
401(k)
Dental Insurance
Vision Insurance
‌

Project Coordinator

Actalent
New Haven, CT
New
‌

Domain Consultant - Security Operations Transformation

Palo Alto Networks
New Haven, CT
Icon: salary
$198k / year
‌

Event Planning Coordinator

American Heart Association
New Haven, CT
Hourly
PTO
Dental Insurance
Vision Insurance
Icon: salary
$23.50 / hour
‌

JDE Financial Business Analyst

ASSA ABLOY
New Haven, CT
New
‌

Optometrist (OD) - Full Time

MyEyeDr
New Haven, CT
PTO
Icon: salary
$130k - $170k / year
‌

Clin Research Associate - Clinical Research Center

Hartford HealthCare
New Haven, CT
Health Insurance
‌

Tax Manager

ASSA ABLOY
New Haven, CT
New
401(k)
Education
‌

Financial Advisor III - Supply Chain

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

Remote Certified Financial Planner

TalentWealth
🌎 Remote
Remote
‌

CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote

Analog Capital Partners
🌎 Remote
Remote
‌

Merrill Financial Solutions Advisor - Northern Connecticut Market

Bank of America
New Haven, CT
Diversity Leader
Eco-Friendly
Icon: salary
$75k - $85k / year

Job Description

Working as a Financial Advisor in New Haven, CT

There are 82 Financial Advisor opportunities available in New Haven, 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 New Haven, CT

  • Hartford, CT
  • Bridgeport, CT
  • Stamford, CT

Financial Advisors in New Haven, CT Resume Data

Average Experience for Financial Advisors in New Haven, CT

  • More than 10 years: 62%
  • 6-10 years: 22%
  • 3-5 years: 11%
  • 1-2 years: 5%

Educational Background for Financial Advisors in New Haven, CT

  • Bachelors: 57%
  • Masters: 20%
  • Diploma: 11%
  • Associates: 7%
  • Doctorate: 4%

Top Skill for Financial Advisors in New Haven, CT

  • Customer focus & orientation: 17%
  • Attention to detail: 17%
  • Sales skills: 15%
  • Verbal communication: 11%
  • Scheduling: 9%
  • Project timeline management: 8%
  • Work style: Conscientiousness: 7%
  • Bookkeeping: 5%
  • Spreadsheets with Microsoft Excel: 5%
  • Customer service fit: 5%

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    Financial Advisor jobs near New Haven, CT

    • Waterbury, CT
    • Norwalk, CT
    • Danbury, CT
    • Cheshire, CT
    • New Britain, CT
    • Westport, CT
    • Wallingford, CT
    • East Hartford, CT
    • Southbury, CT
    • Fairfield, CT
    • Farmington, CT
    • Middletown, CT
    • Milford, CT
    • Hamden, CT
    • Stratford, CT
    • Bristol, CT