43 Results for

Financial Advisory Jobs in Wilton, CT

Jobs

Melville, NY30+ days ago

$80,000–$130,000 Per Year
Full-time

Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.

Melville, NY10 days ago

$60,000–$100,000 Per Year

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.

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).

Melville, NY27 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 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.

Melville, NY22 days ago

$80,000–$150,000

The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.

Higland Falls, NY30+ days ago

2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.

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.).

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.

Melville, NY30+ days ago

$263,300–$438,800 Per Year

In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.

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

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.

Melville, NY30+ days ago

The minimum salary for the financial operations specialist position is 60,0000 annually and the maximum salary for the financial operations specialist position is $68,000 annually. Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success.

Hauppauge, NY16 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.

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.

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.

Yonkers, New York16 days ago

Serving the Westchester community from Yonkers to the river town communities of Hastings-on-Hudson, Ardsley, Dobbs Ferry and Irvington, St. John's Riverside has been and continues to be a unique and comprehensive network of medical professionals dedicated to a tradition of service that spans generations. Assist in ensure maximum third party reimbursement through strategic financial planning, familiarity with payor allowances/disallowances of costs and aggressive pursuit of cost reimbursement through settlement mechanisms.

Highland Falls, NY19 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.

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.

Einstein/Resnick - Bronx, New York29 days ago

The position plays a key role in a successful construction project in keeping the project management software updated; assisting in all aspects of finanical and data management; contract administration and overall project organization. This role partners closely with the facilities department; procurement department; budget/finance dept and all other colleagues necessary for collaboration and teamwork.

New!

Melville, NY3 days ago

$85,000–$95,000

Embraces diversity within the work environment and consistently deals with internal and external customers in a friendly and respectful manner; Supports teamwork and cooperation with work partners in daily activities. Commute Smart: Pre-tax transit and parking benefits through WageWorks — use up to $340/month for trains, subways, buses, ferries, vanpools, and parking (for in-office employees).

Woodbury, NY10 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, 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.

Jericho, NY10 days ago

$55,000–$65,000 Per Year

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.

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.

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.

White Plains, NY19 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.

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.

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.

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.

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.

Teaneck, NJ16 days ago

Full-time

Qcells is seeking a Manager within its Project Finance – Portfolio Transactions team to lead the execution of asset and portfolio sales into Qcells’ arms-length AssetCo joint venture vehicles. MobilityStanding 20% of time Sitting 70% of time Walking 10% of time StrengthPulling up to 10 Pounds Pushing up to 10 Pounds Carrying up to 10 Pounds Lifting up to 10 Pounds Dexterity (F = Frequently, O = Occasionally, N = Never)Typing F Handling F Reaching F Agility (F = Frequently, O = Occasionally, N = Never)Turning F Twisting F Bending O Crouching O Balancing N Climbing N Crawling N Kneeling N .

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Financial Advisory Jobs in Wilton, CT

Financial Advisor (sales) **Licensing and Training Provided** New York Life

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Advisory Manager - Senior Manager - Risk Finance Regal Executive Search

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

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

Financial Advisor Strategies for Wealth

Financial Advisor Northwestern Mutual

Financial Advisor Forest Hills Financial Group

Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.

Financial Reporting Lead Rockefeller Capital Management

Financial Advisor - Stamford, Connecticut Lenox Advisors

Accounting Advisory Managing Director Grant Thornton

Risk Advisory Services Principal Baker Tilly Advisory Group, LP

Risk Advisory Services Managing Director Baker Tilly Advisory Group, LP

Financial Analyst Innovative Rocket Technologies Inc.

Financial Operations Specialist CBRE

Financial Advisor- Entry Level Denis Development

Retirement Sales Consultant - Financial Advisor Lawley Insurance

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

Aspiring Financial Advisor Strategies for Wealth

Senior Financial Analyst St. John's Riverside Hospital

Financial Advisor First Command Financial Services, Inc.

Financial Analyst MillerKnoll, Inc.

Senior Capital Projects Financial Analyst Albert Einstein College of Medicine

Senior Financial Analyst Professional Physical Therapy

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

Senior Branch Operations Specialist (Jericho, NY) Oppenheimer & Co. Inc.

Client Associate Rockefeller Capital Management

Senior Wealth Planner Rockefeller Capital Management

Client Relationship Manager Rockefeller Capital Management

Office Receptionist Jennings Financial Advisory Corp

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

Associate Energy Advisor – New Haven, CT Kb3 Advisors

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

Account Executive - Retirement 401(k) Services Paychex

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

Manager, Project Finance – Portfolio Transactions Qcells

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