27 Results for

Financial Advisory Jobs in Middletown, CT

Jobs

New!

Hartford, CT1 day ago

$30–$36

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.

New!

Rocky Hill, CT3 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.

West Hartford, Connecticut17 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.

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.

Hartford, Connecticut15 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

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.

Hartford, Connecticut18 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.

East Hartford, CT30+ days ago

$36.24–$40.77 Per Hour

Perform analysis of program cost and schedule performance, identifying trends, and providing information to Project Leadership Team for corrective action implementation. Required Education, Experience and Skills: Financial AnalystUS Citizenship .

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, 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.

Shelton, Connecticut12 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.

Shelton, Connecticut12 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.

New London, CT23 days ago

$60,000–$80,000 Per Year
Full-time

The Financial Analyst will work closely with various departments to track budgets, forecast financial trends, and assist in strategic planning. This role involves analyzing financial data, preparing reports, and providing insights to aid decision-making processes.

New!

Berlin, CT6 days ago

$107,890–$119,880 Per Year

Working with field operations, assists in developing Expense and Capital operating budgets which are derived from the Work Plan and performs analysis and reporting of Expense and Capital budget performance for the assigned areas. Current guidelines require employees to work at least three days in the office, including Tuesdays and Wednesdays, with the third day set by the employee and supervisor based on department needs.

New London, CT20 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.

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!

Berlin, CT6 days ago

$87,900–$97,670 Per Year

The Financial Analyst provides financial support to the Operations organization; coordinates and supports the Monthly Financial Reports; develops the departments’ financial budgets and five-year financial forecasts; regulatory plans; project analysis; and development of different reports tools. Coordinates and develops financial projections with input from Shared Services’ groups and disciplines from across the company includes financial forecasts, regulatory, corporate and field functional areas and accounts.

Granby, CT30+ days ago

Full-time

We are a vertically integrated manufacturing company that develops innovative products for diversified applications in the industrial, optical communications, military, life sciences, semiconductor equipment, and consumer markets. This role will partner closely with the Controller and finance team to deliver high-quality financial insights, reporting, and analytical support for operational and capital investment decisions.

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.

New!

Groton, Connecticut3 days ago

Overview: The Program Finance department serves as a critical business partner by providing analysis, insight, and guidance to enable strategic program decisions and achieving bottom-line results. This Financial Analyst position, located at the Groton Shipyard Facility, supports the VIRGINIA Construction Program Finance team.

Hartford, CT30+ days ago

$84,300–$143,770 Per Year

WM serves nearly 25 million customers in residential, commercial, industrial and municipal markets throughout North America through a network of collection operations, transfer stations, landfills, recycling facilities and waste-based energy production projects. + Education: Bachelor's degree (accredited) in Accounting, Business Administration or similar area of study, or in lieu of degree, High School Diploma or GED (accredited) and four years of relevant work experience.

New!

Hamden, CT2 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.

Hartford, CT30+ days ago

As a CBRE Senior Finance Systems Analyst, you will have extensive experience working with Yardi Voyager and Kyriba Treasury Management System as well as excellent analytical and problem-solving skills, and the ability to communicate effectively with various stakeholders. The role will involve acting as a Business Analyst and Project Manager for enhancements and new solutions within the technical stack supporting the Treasury and Payments Functions within the Investment Accounting and Reporting line of business.

New!

Enfield, Connecticut5 days ago

$48,000–$80,000 Per Year

Overview: The Financial Analyst, Brooks Brothers will support and assist the FP&A team with day-to-day financial planning and analysis activities, including budgeting, forecasting, reporting, and providing actionable business insights. This role partners closely with cross-functional stakeholders to analyze performance trends, identify key drivers, and support informed decision-making.

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.

New!

Bridgeport, Connecticut3 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 Middletown, CT

Financial Analyst Vaco LLC

Senior Tax Accountant Company Confidential

Financial Advisor Northwestern Mutual

Senior Financial Planner Kestra Financial Independent Advisor

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

Financial Planning Specialist Kestra Financial Independent Advisor

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

Financial Analyst Apollo Professional Solutions

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

Salesforce Consultant - Systems Implementation Advisory Baker Tilly Advisory Group, LP

Risk Advisory Services Principal Baker Tilly Advisory Group, LP

Risk Advisory Services Managing Director Baker Tilly Advisory Group, LP

Financial Analyst Careerscape

Senior Financial Analyst, Investment Planning (Hybrid Schedule) Eversource

Financial Advisor First Command Financial Services, Inc.

Retirement Sales Consultant - Financial Advisor Lawley Insurance

Financial Analyst, Investment Planning (Hybrid Schedule) Eversource

Financial Analyst (Contract - 6 Months) Coherent Corp.

Associate Financial Advisor Kestra Financial Independent Advisor

Financial Analyst - VIRGINIA Construction General Dynamics Electric Boat

Financial Analyst III - Healthcare WM

Financial Advisor Charter Oak Financial

Senior Finance Systems Analyst (Yardi & Kyriba) CBRE

Finance Analyst, Brooks Brothers Catalyst Brands

Associate Energy Advisor – New Haven, CT Kb3 Advisors

Account Executive - Retirement 401(k) Services Paychex

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