18 Results for

Financial Advisory Jobs in West Haven, CT

Jobs

New!

Rocky Hill, CT2 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.

New Haven, Connecticut16 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, 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.).

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

New!

Berlin, CT5 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.

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, CT5 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.

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.

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.

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.

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.

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.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Advisory job opportunities. Plus, receive relevant job recommendations in your inbox.

Financial Advisory Jobs in West Haven, CT

Senior Tax Accountant Company Confidential

Financial Advisor Northwestern Mutual

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

Senior Financial Analyst, Investment Planning (Hybrid Schedule) Eversource

Retirement Sales Consultant - Financial Advisor Lawley Insurance

Financial Analyst, Investment Planning (Hybrid Schedule) Eversource

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

Financial Analyst MillerKnoll, Inc.

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

Client Relationship Manager Rockefeller Capital Management

Associate Energy Advisor – New Haven, CT Kb3 Advisors

Account Executive - Retirement 401(k) Services Paychex

Resume Resources