34 Results for

Financial Advisory Jobs in Trumbull, 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).

New!

Stamford, CTToday

Requirements include a CPA license, 2-5 years of public accounting or industry experience, strong U.S. GAAP and SEC reporting knowledge, and excellent communication skills. This role is for a non-audit accounting advisory firm seeking a Consultant to join their team in Stamford, CT.

Melville, NY28 days ago

$250,000–$350,000 Per Year

The responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO’s deliverables, tools, and templates related to Section 382. Understands the technical and practical issues and opportunities regarding the taxation of corporate mergers, acquisitions, and restructurings involving corporate entities, including (but not limited to): Form and ramifications of various taxable asset and stock transactions.

Rye Brook, NY30+ days ago

$200,000–$500,000 Per Year

We believe the best client outcomes happen when advisors are empowered, supported, and aligned with a firm that puts people first - clients and advisors alike. If you’re an experienced Financial Advisor looking for a firm that helps you grow - not limit you - Strategies for Wealthoffers a platform designed to elevate high performers.

White Plains, New York17 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, CT9 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.

Stamford, Connecticut9 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.).

Bethel, 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.

Bethel, Connecticut12 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.

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.

Rye Brook, NY30+ days ago

$100,000–$150,000 Per Year

At Strategies for Wealth, we specialize in helping driven professionals transition into financialservices - and build careers that compound over time, financially and personally. Strategies for Wealth is one of the most successful firms in theGuardian Wealth Network, with flagship offices in New York City and Westchester County.

Hauppauge, NY30+ days ago

You’ll help with financial operations, reporting, budgeting, and analysis to support iRocket’s growth trajectory. We’re looking for a Financial Analyst to be an early pillar in our finance team.

Hauppauge, NY17 days ago

$50,000–$100,000

In this role, you will support clients in making informed financial decisions and developing long-term wealth management strategies. Key responsibilities include understanding client needs, providing tailored financial advice, and maintaining strong client relationships.

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.

Yaphank, NY30+ days ago

$69,920–$92,000 Per Year

Contacts inside and outside the organization- All levels of management, senior management and staff within the company- Various contacts within parent company and jointly owned affiliates- Limited contacts outside of the organizationKnowledge and Skills- Strong background and work experience in both Finance and Operations- Excellent computer skills and proficient in Excel- Experience with tools such as Tableau, Power Queries and Power BI is a plus- Excellent communication skills both verbal and written- Highly organized with the ability to manage multiple priorities- Excellent interpersonal skills and a collaborative style- Ability to work with staff through all levels of the organizationEducation and Experience- Bachelor's degree in Accounting or Finance- 2-4 years of experience in a Finance or Analyst roleWho We Hire? Reporting to the Senior Manager of Accounting, the Financial Analyst will provide financial and strategic support in analyzing financial results and KPIs versus Plan and assist in regular reporting and 'ad hoc' analysis for business leaders.

Woodbury, NY11 days ago

$80,000–$250,000 Per Year

CWP delivers white-glove client service through a boutique model built for advisors who want authority, flexibility, and real support. If you want authority without micromanagement, problems worth solving, and a fast-moving environment where results matter more than process—this is where you belong.

Greenwich, Connecticut30+ days ago

$75,000–$95,000 Per Year

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.

Stamford, Connecticut17 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, Connecticut17 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, Connecticut4 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.

White Plains, NY20 days ago

$18–$20 Per Hour

This isn't just about answering phones; it's about creating a warm, inviting atmosphere where everyone feels valued from the moment they walk through our doors. Were a dedicated team focused on helping our clients achieve their financial goals, and were looking for someone to be the welcoming face and voice of our White Plains office.

Greenwich, Connecticut30+ days ago

$225,000–$250,000 Per Year

Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives.

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.

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 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.

Greenwich, CT30+ days ago

Full-time

As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.

White Plains, NY30+ days ago

Full-time

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

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Financial Advisory Jobs in Trumbull, CT

Advisory Manager - Senior Manager - Risk Finance Regal Executive Search

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

Accounting Advisory - Consultant (Non-Audit firm) Wisen HR

Managing Director, Transaction Advisory Services (M&A Tax) bdo consulting

Financial Advisor Strategies for Wealth

Financial Advisor Northwestern Mutual

Financial Advisor - Stamford, Connecticut Lenox Advisors

Financial Reporting Lead Rockefeller Capital Management

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

Senior Financial Analyst, Investment Planning (Hybrid Schedule) Eversource

Aspiring Financial Advisor Strategies for Wealth

Financial Analyst Innovative Rocket Technologies Inc.

Financial Advisor- Entry Level Denis Development

Retirement Sales Consultant - Financial Advisor Lawley Insurance

Financial Analyst, Investment Planning (Hybrid Schedule) Eversource

Financial Analyst MillerKnoll, Inc.

Financial Advisor Center for Wealth Preservation

Financial Planning & Analysis (FP&A) Analyst QXO

Financial Advisor Charter Oak Financial

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

Office Receptionist Jennings Financial Advisory Corp

Senior Wealth Planner Rockefeller Capital Management

Client Relationship Manager Rockefeller Capital Management

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

Associate Energy Advisor – New Haven, CT Kb3 Advisors

Account Executive - Retirement 401(k) Services Paychex

U.S. Private Bank - AWM Program Analyst JPMorgan Chase Bank, N.A.

J.P. Morgan Advisors - Senior Client Associate - White Plains, NY JPMorgan Chase Bank, N.A.

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