Financial Advisor Jobs in New Haven, CT

Analyze and provide technical expertise in ERISA compliance, supporting 401(k), 403(b), MEP, and PEP plans. Enhance systems and processes, deliver training, and ensure high accuracy in compliance test...

Support legal and capital markets teams with complex financing transactions, ensuring compliance and execution of asset-backed securitizations and warehouse financings while fostering collaboration ac...

Shape the future of financial operations by driving initiatives for a U.S. bank's build-out, enhancing financial processes, and supporting robust analytics to inform strategic decisions and drive prof...

Lead comprehensive asset recovery strategies, managing distressed loans through financial analysis, restructuring, and liquidation while collaborating cross-functionally to maximize recovery outcomes...

Play a key role in ensuring data integrity for HMDA and CRA compliance. Oversee data reviews, coordinate submissions, and collaborate cross-functionally to support regulatory standards and best practi...

Lead the development and management of retirement plan services, ensuring compliance with regulations while collaborating across teams to enhance product offerings and client engagement. Drive strateg...

Accelerate progress at new revenue generation by expertly underwriting multiline accounts, managing agent relationships, and collaborating with internal teams to deliver seamless service and maintain...

Empower your future by joining a remote financial services team, offering flexible opportunities for highly motivated individuals. Benefit from comprehensive training and mentorship while developing m...

Champion compliance by leading our Regulatory team to ensure adherence to the Investment Company Act and advising on initiatives that maintain the integrity of our registered funds and investment advi...

Join a dynamic team where you will lead strategic client consultations, manage vendor relationships, and optimize employee benefit programs, ensuring compliance and excellence while fostering collabor...

Elevate high-net-worth client relationships by delivering tailored investment strategies, comprehensive financial planning, and ongoing support. Collaborate with teams to drive business development an...

Accelerate progress at the heart of financial strategy, guiding leadership through insightful modeling and forecasts to drive impactful business decisions. Collaborate cross-functionally to enhance op...

Pioneer the future of retirement solutions! Lead and inspire a dynamic team of sales professionals in a high-impact role to maximize qualified retirement plan sales across diverse financial channels w...

Unlock new opportunities in tax compliance and consulting for Alternative Investments. Collaborate with clients in venture capital, private equity, and real estate to provide expert compliance service...

Lead the charge in drafting and reviewing contracts, ensuring compliance and strategic alignment with stakeholders. Drive enhancements and support negotiations while managing a diverse workload in a f...

Advance your career by driving business growth in the financial sector. Engage prospects, develop relationships, and utilize strategic selling techniques to exceed revenue goals while managing a robus...

Engage in driving healthcare solutions by collaborating with stakeholders to define business requirements, deliver effective solutions, and enhance administration processes in a core-admin ecosystem w...

Drive revenue growth by generating leads and fostering client relationships through effective outreach and collaboration with marketing to promote innovative CLM solutions...

Drive success by leading client engagements, configuring solutions, and ensuring seamless product adoption through effective collaboration and communication across teams, enhancing client satisfaction...

Shape the future of financial operations by leading complex analyses and ensuring accuracy in reporting. Collaborate with diverse teams to drive performance and implement improvements across multiple...

Elevate your career by managing retirement plan conversions while ensuring accuracy in on-boarding and client communications. Collaborate with teams, anticipate client needs, and pursue ongoing profes...

Join a dynamic team as you drive legal excellence and collaboration across investments. Your expertise will be key in managing legal risks, negotiating contracts, and building strong partnerships with...

Drive revenue growth by building strategic relationships with enterprise banking accounts. Your focus on lead generation, value-driven solutions, and account management will be key to exceeding sales...

Accelerate progress at key banking enterprises by driving revenue growth through strategic sales initiatives and executive engagement. In this role, you'll build relationships and manage the sales pip...

Grow your career with a key role in Corporate Finance, focusing on capital raising, investor relations, and strategic analysis. Contribute to high-impact projects while collaborating across teams to d...