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Financial Advisor Jobs in Shelton, CT (95)

Director of Pharmacy

WOODMARK
Naugatuck, CT
New

Merrill Financial Solutions Advisor - Southern CT Market

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

Portfolio Implementation Specialist

Midwest Trust
Shelton, Connecticut

Chase Travel Group Operations & Field Communications Manager, VP

JPMorganChase
Norwalk, Connecticut

Senior Trust Administrator

M&T Bank
Norwalk, Connecticut
Icon: salary
$74.3k - $123.8k / year

Senior Product Manager – Performance Solutions

FactSet
Norwalk, Connecticut
New
Icon: salary
$120k - $160k / year
‌

Senior VP, Planning Lead

WSP USA
Shelton, Connecticut
Dental Insurance
Vision Insurance
‌

Lead Administrator 3

Yale University
New Haven, Connecticut
‌

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
‌

Associate General Counsel {D}

ARKA Group, LP
Danbury, Connecticut
Icon: salary
$25k / year
‌

Senior Linux Systems Administrator - Trumbull, CT

ION Group
Trumbull, Connecticut
‌

Senior Linux Systems Administrator

ION
Trumbull, Connecticut
‌

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
‌

Personal Financial Counselor, Assignment Ready Counselor, PFC Connecticut

Magellan Health
Danbury, CT
Icon: salary
$45.7k / year
‌

Portfolio Implementation Specialist

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

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
‌

Remote Retirement Plan Compliance Analyst

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

Store Manager - Milford Marketplace

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

Major Accounts District Manager

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

Procurement Director, Business Partnering

BIC
Shelton, CT
‌

Clin Research Associate - Clinical Research Center

Hartford HealthCare
Shelton, CT
Health Insurance
‌

Personal Trainer (SH)

The Edge Fitness Clubs
Shelton, CT
New
401(k)
PTO
Dental Insurance
Icon: salary
$25k / year
‌

Department Manager - Transmission (Northeast Region)

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

RN Case Manager - ED- $25,000 Sign on Bonus *

Norwalk Hospital Association
Norwalk, CT
$25k sign-on bonus
Icon: salary
$25 / hour
‌

Licensed Mental Health Counselor / Therapist (Remote)

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

Mental Health Therapist

Talkspace
Bridgeport, CT
Part-Time
Hourly
Icon: salary
$12 - $36 / hour
‌

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

Job Description

Working as a Financial Advisor in Shelton, CT

There are 95 Financial Advisor opportunities available in Shelton, 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 Shelton, CT

  • Hartford, CT
  • New Haven, CT
  • Bridgeport, CT

Financial Advisors in Shelton, CT Resume Data

Average Experience for Financial Advisors in Shelton, CT

  • More than 10 years: 68%
  • 6-10 years: 18%
  • 3-5 years: 11%
  • 1-2 years: 3%

Educational Background for Financial Advisors in Shelton, CT

  • Bachelors: 59%
  • Masters: 19%
  • Diploma: 10%
  • Associates: 8%
  • Doctorate: 3%

Top Skill for Financial Advisors in Shelton, CT

  • Customer focus & orientation: 20%
  • Attention to detail: 16%
  • Sales skills: 14%
  • Verbal communication: 10%
  • Spreadsheets with Microsoft Excel: 8%
  • Scheduling: 8%
  • Bookkeeping: 6%
  • Management & leadership skills: Planning & execution: 6%
  • Work style: Conscientiousness: 6%
  • Basic computer skills: 5%

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