68 Results for

Financial Consultant Jobs in Connecticut

Jobs

New!

Southington, CT4 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Bristol, CT15 days ago

Wilton, CT15 days ago

Stamford, CT15 days ago

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Stamford, CT15 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

Wilton, CT11 days ago

$45–$50

Day to Day Responsibilities: Assist with month-end and year-end close process, ensuring timely reconciliations of all accounts, (balance sheet, income statement, multiple banks, etc.). Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

Bridgeport, CT13 days ago

$110,000–$120,000 Per Year

Additionally, the Pricing Consultant plays a key role in the support of business leaders by providing analysis and context on proposed deals resulting in great exposure to our Senior Vice Presidents and Executive Committee. This position is responsible for reviewing and coordinating pricing to new and existing clients within TTEC’s BPO segments with a primary focus on advising Sales, Finance and Operational leadership on details related to engagement pricing.

Stamford, CT9 days ago

This is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow. In this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform.

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.

Norwalk, CT14 days ago

$100,000–$150,000

In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.

Bridgeport, CT28 days ago

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is seeking motivated and growth-minded individuals interested in building a career in financial services while helping families work toward stronger financial futures. Previous experience in customer service, hospitality, business, leadership, sales, or finance is a plus, but not required.

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.

Hartford, Connecticut12 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.

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, CT30+ days ago

$25.48–$60.63 Per Hour

Picture yourself building a successful career at Oracle NetSuite—working alongside hardworking, dedicated, innovative, and driven people; staying invested in our customers and communities; and helping fast‑growing mid-sized organizations and large enterprises achieve their business goals. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle’s differing products, industries and lines of business.

Hartford, CT30+ days ago

Responsible for the day-to-day equity awards, compliance with internal policies and external regulations, employee communications, and coordination with key internal and external partners (including Finance, Legal, Payroll, HR and our equity platform provider. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people.

CT30+ days ago

Full-time

Financial Accounting, Customer Accounts, Supplier Accounts, Transaction Tax, Revenue Management, Expenses, Procurement, Cash Management, etc.) Knowledge and experience in Workday Financials Integration Proficiency in multiple business processes:? Experience in Workday as Financials Functional Consultant and/or Administrator and familiar with different Financial Areas Experience in Development and Testing Good to have Certification in Workday Financials and other specialized modules (e.g.

Stamford,, CT30+ days ago

Lead and/or support project teams engaged in the successful delivery of a wide range of Financial Transformation initiatives aligning finance with business strategy in support of the broader organization’s future vision. Create strategies and blueprints that define end-to-end finance processes (e.g., Procure to Pay, Order to Cash, Record to Report) and harness the power of robotic process automation to accelerate transaction processing.

Hartford, CT30+ days ago

Remote

$94,900–$130,500 Per Year

To ensure Home or Hybrid Home/Office employees’ ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria: + At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is recommended; wireless, wired cable or DSL connection is suggested. This role will collaborate closely with CenterWell leadership and senior leaders across our Primary Care, Home, and Pharmacy businesses to advance delivery of personalized and integrated care that improves experience, quality, and outcomes while addressing some of the segments’ most important opportunities and challenges.

New Britain, CT30+ days ago

$40,000–$44,000 Per Year

Best Buddies International is a nonprofit 501(c)(3) organization dedicated to establishing a global volunteer movement that creates opportunities for one-to-one friendships, integrated employment, leadership development, inclusive living, and family support for individuals with intellectual and developmental disabilities (IDD). Guide participants, guardians and family members in navigating Social Security issues, offering referrals to local Work Incentives and Planning and Assistance (WIPA) and/or Community Work Incentive Counselors (CWIC) available through their state Vocational Rehabilitation.

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.

East Berlin, CT30+ days ago

$108,560–$120,620 Per Year

Serves as the project manager and oversees the work of internal resources, as well as that of insurance carriers and other third-party administrators, concerning the introduction and implementation of new or revised programs. + Remains current with pending or enacted legislation and provides management with necessary recommended changes to ensure existing benefit programs are in compliance with federal or state laws.

Shelton, CT30+ days ago

Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem.

Shelton, CT30+ days ago

It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem. This role involves working closely with cross-functional teams and clients to assess, design, and implement PLM solutions that align with business goals, particularly in manufacturing, automotive, life sciences, and high-tech industries.

New!

Stamford, CT1 day ago

$96,460–$107,180 Per Year

The #1 energy efficiency provider in the nation, Eversource, is empowering a carbon neutral future for the Northeast, with nationally recognized energy efficiency solutions and successful programs to integrate new clean energy resources like solar, offshore wind, electric vehicles and battery storage, into the electric system. On this team of energy experts, you and your colleagues will work with business partners across New England to advance clean energy solutions and ultimately provide customers with the support necessary to help them make the places where they live, work and play more comfortable and less costly to operate and maintain.

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, 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.

Stamford, CT30+ days ago

Remote

Full-time

Join us as a Client Success Consultant and build a career offering Indexed Universal Life (IUL) policies, annuities, and life insurance to individuals looking for financial security. Why You’ll Love This Role: ✔ Fully remote – work from anywhere in the U.S. ✔ No cold calling – all leads provided.

Hartford, CT30+ days ago

Good to Have Skills : D365 F&O - Human Resources, D365 F&O - Production, D365 F&O - Retail / Commerce, D365 F&O - Supply Chain. Gathering understanding analyzing client business processes to reengineer design the solution improving operational efficiency.

Hartford, CT30+ days ago

$102,000–$188,000 Per Year

Bring together varied technologies including AI, GenAI, Agentic solutions, Edge-cloud infrastructure, IIoT sensor & devices data, sensor fusion and varied systems integrations to design and implement specific solutions enabling desired client outcomes. + Manage full operations lifecycle for hybrid edge AI solutions engagements for clients including managing work breakdown for the team, project planning, day-to-day engineering delivery, integration of parts and delivery of complete solutions.

Stamford, CT30+ days ago

Its cloud-based platform, Algo Management System (AMS), is the first end-to-end algorithmic trading solution for equities and futures that delivers an entire ecosystem around execution algorithms, including transaction cost analysis (TCA), an algorithm customization tool called Strategy Studio, a trading dashboard, and pre-trade analytics in a single platform. BestEx Research uses leading-edge technology to support its low-latency, highly scalable research and trading systems, with its backend in C++, research libraries in C++/Python and R, and web-based technologies for delivering its front-end platforms.

New!

Hartford, Connecticut6 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!

Hartford, Connecticut5 days ago

New!

CT4 days ago

$95,000–$105,000 Per Year

Today, we do business under several trusted brands across 50 states and nine countries, generating more than $3.5B in system-wide sales:ServiceMaster Restore®, ServiceMaster Clean®, Merry Maids®, TWO MEN AND A TRUCK®, and TWO MEN AND A JUNK TRUCK®. Provides training and advises franchisees on evaluating and acting on financial analysis tools, such as profit and loss statements, balance sheets, cash flow reviews, financial key performance indicators, pricing strategies, etc.

New!

Hartford, Connecticut4 days ago

Stamford, CT30+ days ago

Full-time

Recognized twice by Entrepreneur Magazine for our exceptional company culture, our team consistently rates us highly on platforms like Glassdoor and Indeed. This is a 1099 commission-only position specializing in financial products like IULs, annuities, and life insurance, aimed at individuals seeking further information.

New London, CT15 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.

Norwalk, CT30+ days ago

Remote

We’re hiring Sales Consultants to help clients secure financial stability through Indexed Universal Life (IUL) policies, annuities, and life insurance. If you’re looking for a remote sales career with flexibility, high earnings, and NO cold calling, this could be the perfect fit!

Hartford, CT30+ days ago

$160,000–$272,400 Per Year

Staff Consultant will empower you to tackle exciting challenges while collaborating with a talented team dedicated to delivering innovative solutions, furthering your career growth, and making a meaningful impact in a globally recognized organization. If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Hartford, CT30+ days ago

$160,000–$272,400 Per Year

Demonstrated experience architecting end-to-end container-based solutions, including high availability, resilience, and securityProficiency with hybrid and multi-cloud Kubernetes deployments (e.g., on-premises, AWS, Azure, GCP). If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Hartford, CT30+ days ago

$160,000–$272,400 Per Year

Staff Consultant in Hybrid Cloud Networking offers you the opportunity to be part of a dynamic, award-winning team where you can leverage your expertise to shape cutting-edge strategies, collaborate with diverse clients globally, and drive impactful results in the evolving landscape of IT infrastructure. + Minimum 5 years of hands-on experience designing and deploying network & network security technologies (route/switch, firewalls, etc.), preferably in a virtualized/cloud environment.

Hartford, CT30+ days ago

$160,000–$272,400 Per Year

If so, joining our Professional Services team at Nutanix means becoming part of a dynamic organization recognized for its commitment to delivering exceptional solutions, where you’ll collaborate with talented professionals to advance groundbreaking technologies and make a tangible impact on client success. If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Connecticut State, CT30+ days ago

Financial Accounting, Customer Accounts, Supplier Accounts, Transaction Tax, Revenue Management, Expenses, Procurement, Cash Management, etc.). Experience in Workday as Financials Functional Consultant and/or Administrator and familiar with different Financial Areas.

Middletown, CT26 days ago

$70,000–$120,000

This is a full-time, remote & field-based technical sales role in the Middletown, CT area where you will work with customers and our energy efficiency specialist to identify viable energy efficiency and electrification measures, and develop technical sound projects across lighting, insulation, weatherization, refrigeration controls, HVAC, and related building systems. Develop new business opportunities and maintain a high-quality pipeline of commercial projects through a strong understanding of utility incentive programs, with responsibility for maximizing available funding for the customer, providing a preliminary incentive range and project estimate, and gaining initial buy in on qualified projects.

Hartford, Connecticut12 days ago

NEW HAVEN, Connecticut30+ days ago

3. Prepares business proposals and presentation to effectively communicate analysis to appropriate stakeholders, including executive leadership and senior management, and gain support/ buy-in of suggested improvements. Responsible for managing assigned team (internal ICG staff as well as team members in other departments) to ensure project plan objectives remain on target and are achieved in accordance with the project plan deadlines .

Hartford, CT30+ days ago

Remote

$86,300–$118,700 Per Year

Recent example projects include assessing the performance of strategic initiatives and business areas, evolving key facets of the Medicare Advantage growth strategy, leading the development of the annual Medicare Advantage strategic plan, monitoring segment-wide operational performance, and refreshing the strategy for Humana’s sales organization. Humana is seeking a team member, with prior management consulting experience or professional experience leveraging core consulting skills, to support delivering some of the Insurance segment’s highest priority projects and initiatives, with an emphasis on Medicare Advantage strategy development.

Hartford, Connecticut24 days ago

Hamden, CT12 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.

New!

Stamford, CT4 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.

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Financial Consultant Jobs in Connecticut

Jobs

Financial Consultant - New Haven, CTFidelity Investments

Financial Consultant - West Hartford, CTFidelity Investments

Financial Consultant - Greenwich, CTFidelity Investments

Financial Consultant - Stamford, CTFidelity Investments

Financial Consultant - Fairfield, CTFidelity Investments

Corporate Accounting - ConsultantKforce Inc.

Pricing ConsultantTTEC

Sales Representative/Business Consultant - Stamford, CTSystem One

Retirement Sales Consultant - Financial AdvisorLawley Insurance

Financial Consultant (Connecticut)WealthBridge Financial Group

Independent Financial Services ConsultantTraction Forge Financial

Regional Consultant - New York / ConnecticutAllspring Global Investments Holdings, LLC

Financial AdvisorNorthwestern Mutual

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

NetSuite Senior Consultant — Software VerticalOracle

Equity Plan ConsultantCBRE

Workday Finance ConsultantSyntricate Technologies

Finance Transformation - Consultant/ManagerRegal Executive Search

CenterWell Strategy & Operations Senior ConsultantHumana

Employment ConsultantBest Buddies International

Senior Financial PlannerKestra Financial Independent Advisor

Senior Benefits ConsultantEversource Energy

Senior ITS ConsultantCapgemini

Senior Windchill Functional ConsultantCapgemini

Energy Efficiency Consultant, CT Large C&I (Hybrid Schedule)Eversource

Financial Planning SpecialistKestra Financial Independent Advisor

Associate Financial AdvisorKestra Financial Independent Advisor

Remote Client Success ConsultantBeacon National Agency

MS Dynamics 365 FNO Finance Functional ConsultantCEDENT

Operations Technology Consultant-Specialist SeniorDeloitte

Senior Execution ConsultantBestEx Research

Salesforce Consultant - Systems Implementation AdvisoryBaker Tilly Advisory Group, LP

Consultant - Technical Project ManagementBaker Tilly Advisory Group, LP

Business Development ConsultantServiceMaster

Consultant - Salesforce Technical Project ManagementBaker Tilly Advisory Group, LP

Telecommute Sales ConsultantsThe Max Spencer Co.

Financial AdvisorFirst Command Financial Services, Inc.

Remote Sales ConsultantKensington Partners Group

Sr. Staff Consultant - DatabaseNutanix

Senior/Staff Consultant - Cloud NativeNutanix

Sr. Staff Consultant - Hybrid Cloud NetworkingNutanix

Sr. Staff Consultant - AI/MLNutanix

Workday Finance ConsultantSyntricate Technologies Inc

Energy Efficiency Sales ConsultantArtis Energy Solutions

Senior Consultant, Provider TechBaker Tilly Advisory Group, LP

Office of Strategy Management Consultant IIIYale New Haven Health

Insurance Strategy ConsultantHumana

Senior ConsultantBaker Tilly Advisory Group, LP

Financial AdvisorCharter Oak Financial

Financial Advisor - Stamford, ConnecticutLenox Advisors

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