22 Results for

Financial Advisory Jobs in Brookfield, CT

Jobs

Stamford, CT30+ days ago

Drafting or reviewing engagement scope, project plans, risk assessments, testing approach and specific procedures; Reviewing Risk controls testing, process narratives, flow charts or procedures for other types of assessments; Consult with client management to develop control identification and implementation solutions which work best for the organization. Perform and document each component of the assessment of the company’s internal controls over financial reporting in a manner which allows the company’s external auditors to leverage as much of the work performed by management as possible, thereby eliminating duplication of work and reducing overall compliance costs.

Stamford, CT30+ days ago

Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development. Review of work prepared by Consultants on operational due diligence for complex transactions (i.e. – acquisitions & divestitures, stock offerings and dept raises, IPO’s).

Poughkeepsie, New York16 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.

Stamford, CT8 days ago

$60,000–$100,000 Per Year

With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

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.

Stamford, Connecticut8 days ago

$160,000–$175,000 Per Year

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. Gather client information across investment institutions and reconcile investment reports (capital gains, interest/dividend income, alternative/fixed income securities, cash flow, budgets etc.).

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.

Bethel, Connecticut11 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.

Bethel, Connecticut11 days ago

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.

Shelton, Connecticut30+ days ago

$84,613.20–$141,022

Our 70+ year track record is proven, and we invite you to contact us if you are looking for flexibility, financial success, outstanding benefits, and a “work hard, play hard” culture that continuously provides resources, support as well as educational and professional challenges! About Lawley Insurance:The Lawley Mission Lawley is a dynamic, independent regional firm of insurance professionals specializing in property and casualty, employee benefits and risk management consulting.

New!

Hamden, CT1 day 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.

Poughkeepsie, New York26 days ago

$109,800.35–$138,598.17 Per Year

Stamford, Connecticut16 days ago

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. Partner effectively with other field specialists, including Wealth Strategies, Retirement, Trust, Alternative Investments, and Structured Investments, to deliver comprehensive client solutions. .

Remote CT, Connecticut30+ days ago

Remote

$120,000–$125,000 Per Year

Overview: Regional Consultants must successfully partner and collaborate with Sales Managers, Regional Directors, and Associate Regional Directors in covering strategically important and large market geographic areas in the Intermediary Sales channel and are responsible for driving sales of Allspring’s mutual funds, separately managed accounts, money funds and DCIO business at all broker dealers and RIAs. Responsibilities: The Regional Consultants priority will be to drive sales of Allspring’s mutual funds, separately managed accounts, exchange traded funds, money funds and DCIO business at all broker dealers and select smaller RIAs within their segmented clients within the integrated distribution channel.

Stamford, Connecticut16 days ago

Full-time

Our leading brands include the iconic Goulds Pumps (with more than 175 years of history), Anhydro, APV, Bornemann, Bran+Luebbe, C’treat, Engineered Valves, Gerstenberg Schröder, Habonim, Johnson Pump, Lightnin, Philadelphia, Plenty, PRO Cast, Rheinhütte, Seital Separation, Stelzer, Svanehøj, Tigerholm, Uutechnic, VIDAR, Waukesha Cherry-Burrell. Through operational execution, innovation, and disciplined capital deployment, including strategic acquisitions such as SPX FLOW, ITT partners with its customers to deliver enduring solutions to the key industries that underpin our modern way of life.

New!

Stamford, Connecticut3 days ago

$45,000–$110,000 Per Year

Responsibilities: Handle operational & administrative aspects of client accounts including but not limited to; account opening, asset transfer, asset movement, completing investment subscription documents, reporting on account holdings, investment performance, posting daily cash activity, and entering trade instructions. Administrative support to the team, including but not limited to; handling inbound & outbound calls,  prepare client correspondence, obtain necessary management approvals, and transmit, client online access needs, ensuring client files are orderly and compliant.

Stamford, Connecticut30+ days ago

$70,000–$125,000 Per Year

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.

New Haven, CT30+ days ago

Full-time

You’ll learn how to navigate deregulated energy markets, engage commercial and industrial clients, and develop the core skills needed to become a high performing Energy Advisor. This is an entry level to early career role designed for individuals who are hungry to learn, confident communicating with business decision makers, and ready to build a meaningful book of business over time.

Stamford, Connecticut30+ days ago

The Summer Analyst Program provides students with a hands-on introduction where you will work alongside our project management and sales professionals, from the Analyst through the Managing Director levels, and will gain significant exposure to this career. The firm’s purpose is to raise institutional capital for investment managers across a full range of alternative strategies – private equity, real assets, real estate and hedge funds/liquid products.

New!

Bridgeport, Connecticut2 days ago

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. Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.

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Financial Advisory Jobs in Brookfield, CT

Advisory Manager - Senior Manager - Risk Finance Regal Executive Search

Senior to Senior Manager- Accounting Advisory / Technical Accounting Regal Executive Search

Financial Advisor Northwestern Mutual

Financial Advisor - Stamford, Connecticut Lenox Advisors

Senior Financial Planner Kestra Financial Independent Advisor

Financial Reporting Lead Rockefeller Capital Management

Financial Planning Specialist Kestra Financial Independent Advisor

Risk Advisory Services Principal Baker Tilly Advisory Group, LP

Risk Advisory Services Managing Director Baker Tilly Advisory Group, LP

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

Retirement Sales Consultant - Financial Advisor Lawley Insurance

Financial Advisor Charter Oak Financial

Senior Analyst Financial Strategy and Profitability Hudson Valley Credit Union

Life Insurance Strategist Rockefeller Capital Management

Regional Consultant - New York / Connecticut Allspring Global Investments Holdings, LLC

Director, Investor Relations ITT Inc. - English US

Client Associate Rockefeller Capital Management

Client Relationship Manager Rockefeller Capital Management

Associate Energy Advisor – New Haven, CT Kb3 Advisors

2027 Eaton Partners Project Management/Execution Summer Analyst - Stamford Stifel

Account Executive - Retirement 401(k) Services Paychex

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