39 Results for

Financial Advisor Jobs in West Hartford, CT

Jobs

New!

Hartford, CT2 days ago

Remote

Groupe Financier Signature is an independent Managing General Agency that supports financial advisors. This is a 1099 independent contractor opportunity offering access to top insurance carriers, structured support, and a flexible work model.

Hartford, CT11 days ago

$20–$24 Per Hour

Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs, resolve issues, and coordinate service delivery. Outstanding client service skills through NPS and its driver indices, compliance, and efficiency metrics, delivering best-in-class experience for all our clients, with a full understanding of the complexity of their concerns.

New!

Rocky Hill, CT1 day ago

$100,000–$110,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

West Hartford, Connecticut25 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Rocky Hill, CT11 days ago

Full-time
Employee

CPA or EA highly preferred5+ years experience preparing and reviewing federal and state tax returnsTax planning and wealth management coordination experienceClient-facing experience with excellent communication and customer service skillsRIA industry experience preferredProficient in tax software (Lacerte, TaxDome, SurePrep preferred), QuickBooks, and Microsoft OfficeAbility to thrive in fast-paced, deadline-driven environmentStrong team collaboration skillsSupervisory experience a plus; desire to grow into leadership role. Prepare and review individual, fiduciary, exempt, corporate, and partnership tax returns in compliance with federal and state lawsCalculate and prepare estimated federal and state tax payments for individuals and businessesDevelop and implement tax and financial strategies for clientsCommunicate with clients and staff to ensure timely delivery of financial statement reviews focused on tax compliance and profit maximizationInterpret, investigate, and respond to IRS and state tax agency correspondenceMaintain current knowledge of tax law changes and business environment trends.

Springfield, MA30+ days ago

Passionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others.

West Hartford, CT30+ days ago

$70,000–$110,000

The ideal candidate must have 2+ years of experience in the financial services industry with a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, ETFs, mutual funds, annuities, insurance, and managed accounts. Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are receiving the highest level of customer service in line with our client service model.

Cheshire, CT30+ days ago

Full-time

This is an opportunity to take your practice to the next level under our independent wealth management platform, benefiting from our resources, investment solutions, and operational support while maintaining autonomy in managing your client relationships. • Manage and grow your own book of business under the Centurion Wealth Management umbrella, delivering high-touch financial planning and investment management services.

Hartford, CT30+ days ago

$48,000–$48,000

This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience. This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry.

Hamden, CT10 days ago

$55,000–$130,000 Per Year

We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.

Springfield, IN30+ days ago

Experience in the Finance and Insurance industry – for candidates interested in a career change, our organization supports obtaining industry licensing and additional training opportunities! Communication skills – potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations.

Long Island NY Area, NY30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

Springfield, MA30+ days ago

Passionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections. Beyond the office, we are deeply engaged in our community, proudly supporting organizations such as Junior Achievement of Western Massachusetts and Habitat for Humanity of Western Massachusetts through volunteer efforts and charitable initiatives that make a lasting difference.

West Hartford, CT30+ days ago

Under the leadership of Jen Vitas, named one of the Top 50 Women Chief Development Officers of 2025 by Women We Admire, our firm is rooted in integrity, bold leadership, and fierce advocacy for our clients, team members, and community. Passionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections.

Hartford, CT30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Avon, CT30+ days ago

Full-time

West Hartford, CT30+ days ago

Cheshire, CT30+ days ago

Recommend plans and products to help clients achieve their goals; identify appropriate investment and insurance solutions; estate issues; tax considerations; retirement planning or personal planning objectives. As a family business, we treat every client like our own, prioritizing their best interests and guiding them toward their unique goals—and a secure financial future—with transparency, trust, and expertise.

New!

Indian Orchard, MA5 days ago

$105,000–$250,000 Per Year

Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets theclient's goals. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.

Avon, CT30+ days ago

$80,000–$90,000

In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals. You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice.

GLASTONBURY, Connecticut18 days ago

Remote

Adherence to Case Management process, including the input or review of cases reported by account managers/accounts for exception requests/changes to ensure completion and assign to appropriate person for resolution; refer high profile cases through the Case Management process to the Senior Account Administrators for immediate processing. Assist Account Managers to ensure accurate information is housed in Salesforce.com, including but not limited to, existing customer profiles, complete prospect and suspect information, project identifications with timelines and competitive products installed.

Wallingford, CT8 days ago

$70,000–$125,000 Per Year

Asone of the state's largest and most successful dealership networks, we are committed to delivering exceptional service to our customers and that starts with investing in our most valuable asset: our people. If you are an experienced Service Advisor with a passion for customer service and a strong track record, this is your opportunity to join a winning team at Executive Kia.

New!

Waterbury, CT6 days ago

Remote

Accountable to the Post Community – partner cross‑functionally with Financial Aid, Student Services, and Academic Advising teams to foster a comprehensive, student‑centered experience, providing non‑traditional students with the support, guidance, and resources they need to transform their lives from inquiry through their first term. Dedication to exceptional service – actively engage with prospective students, delivering timely responses to inquiries, and building lasting relationships that foster trust and excitement about their academic journey.

Wallingford, CT9 days ago

$70,000–$125,000 Per Year

As one of the state's largest and most successful dealership networks, we are committed to delivering exceptional service to our customers and that starts with investing in our most valuable asset: our people. If you are an experienced Service Advisor with a passion for customer service and a strong track record, this is your opportunity to join a winning team at by Executive Kia.

Farmington, Connecticut30+ days ago

$61,000–$101,000 Per Year

Flexible Schedule #Hands on Training #Career Growth Opportunities #Mon-Fri Schedule # Unlimited Earning Potential . We offer our agent partners more support, more and better compensation, more products and solutions for their clients, more training, and more marketing materials.

Avon, CT30+ days ago

$90,000–$120,000

The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success.

New!

Bristol, CT6 days ago

Remote

$1,000–$2,000

Responsibilities include virtual client interactions, building long-term relationships, and staying updated with industry trends. A financial services firm is seeking candidates for part-time remote positions that offer earning potential of $1,000-$2,000 per month.

Springfield, MA30+ days ago

Remote

$60,000–$75,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Hartford, CT18 days ago

Working at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.

Hartford, Connecticut23 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals a

Springfield, Massachusetts25 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Hartford, Connecticut26 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Hartford, CT30+ days ago

Full-time

Through Covr's technology, financial advisors and their customers can research and purchase affordable life insurance from well-known insurance companies without the hassles of the traditional process - all within a matter of minutes. This is largely an outbound calling position where you will educate advisors on term sales ideas, assist with the use of Covr’s digital platform and build relationships with advisors.

Hamden, Connecticut28 days ago

What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Rocky Hill, Connecticut30+ days ago

$55,000–$115,000 Per Year

Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range Live the Paychex Values: Act with uncompromising integrity.

New!

Waterbury, CT5 days ago

You'll serve as a key financial leader within a growing construction organization-partnering closely with operations, influencing project performance, and helping drive scalable, profitable growth. We're seeking a hands-on Controller with strong construction accounting expertise who can bring structure, insight, and accountability to the finance function.

Groton Pylaia, CT30+ days ago

$204,700–$341,100 Per Year

Candidate demonstrates a breadth of diverse leadership experiences and capabilities including: the ability to influence and collaborate with peers, develop and coach others, oversee and guide the work of other colleagues to achieve meaningful outcomes and create business impact. The Senior Director, Enabling Functions Data and Analytics will lead the strategic delivery of data and analytics platforms and projects that enable actionable insights across Pfizer's Enabling Functions (Finance & Global Business Services, Legal, and People Experience).

New!

Springfield, MA5 days ago

$23.61–$31.48 Per Hour

Our values of ‘Do the Right Thing, Excel Together and Put Customers First’ are at the heart of what matters most to us, and our Core Capabilities, ‘Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security’ are what every employee needs to know and do to be most impactful at Amtrak. This position supports a variety of cleaning functions, encompassing both light tidying and deep cleaning (top‑to‑bottom, detailed sanitation process, including but not limited to, sanitizing floors, seats, restrooms, high‑touch surfaces, ventilation systems) to ensure a pristine environment for passengers.

Hartford, CT30+ days ago

$163,900–$235,550 Per Year

This role partners closely with the CFO office, Finance Operations, and IT leadership to drive multi-year digital transformation initiatives, ensure regulatory compliance (SOX, ASC 606, ASC 842), and enable scalable, audit-ready financial systems. The role is accountable for global delivery, people leadership, vendor governance, and technology strategy across ERP and revenue platforms, with a strong focus on automation, data integrity, and operational efficiency.

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Financial Advisor Jobs in West Hartford, CT

Life Insurance Advisor - Remote (Commission-based) Group Financier Signature

Customer Service Representative Prodware Solutions

Manager, Finance and Administration Vaco LLC

Financial Advisor Northwestern Mutual

Senior Tax Accountant Company Confidential

Financial Advisor with Athletic Background Northwestern Mutual - Greater Springfield

Associate Financial Advisor - Bergenn Financial Group Kestra Financial Independent Advisor

Experienced Financial Advisor (With Own Book of Business) Centurion Holdings LLC

Associate Financial Advisor Kestra Financial Independent Advisor

Financial Advisor Charter Oak Financial

Financial Advisor-Springfield, IL RK Partners

Financial Advisor Series 7, 65 or 66 San Blas Securities

Financial Planner Career Changer Opportunity Northwestern Mutual - Greater Springfield

Financial Planner Entry Level Greater Hartford Wealth Management

J.P. Morgan Wealth Management - Private Client Advisor - Hartford, CT JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Avon, CT JPMorgan Chase Bank, N.A.

Client Advisor with Athletic Background Greater Hartford Wealth Management

Wealth Advisor Transcend Practice Management

Wealth Advisor - Ludlow, MA Citizens Bank

Financial Planning Specialist Kestra Financial Independent Advisor

Travel Advisor Support Specialist - Glastonbury, CT or Remote Crum & Forster

Automotive Service Advisor Executive Auto Group

Admissions Advisor Online (Remote) Post University

Automotive Service Advisor Executive Kia

CT-Hartford Insurance Advisor AMERICAN SENIOR BENEFITS LLC

Senior Financial Planner Kestra Financial Independent Advisor

Remote Benefits Advisor - Part-Time | Weekly Pay & Growth Medium

Financial Planning Associate (Remote) Davis Family Financial LLC

Account Executive – Financial Services Sage

Special Advisor, Higher Education Advisory Baker Tilly Advisory Group, LP

College Financial Representative, Internship Program Northwestern Mutual

Special Advisor, Public Sector Advisory Baker Tilly Advisory Group, LP

Internal Wholesaler (Term)- Life Insurance Covr Financial Technologies

Client Service Associate Stifel

Account Executive - Retirement 401(k) Services Paychex

Controller Creative Financial Staffing

Senior Director Pfizer

Coach Cleaner - 90280675 - Springfield (Springfield, MA, US, 01103) Amtrak

Director of Finance Software Engineering UKG

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