Financial Advisor Jobs in Westport, CT

Lead and manage fiduciary matters to enhance client satisfaction and ensure compliance, while growing Trust and Investment Agency accounts to meet high-net-worth client needs. Drive relationship-build...

Elevate financial advisory services by providing tailored investment solutions to affluent clients. Collaborate with a dedicated team to ensure exceptional client experience and compliance while drivi...

Drive impactful sales strategies and empower a team of Advisor Sales Executives, navigating the retirement landscape and ensuring high partnerships through financial advisors for superior revenue grow...

Champion strategic wealth management initiatives to enhance client portfolios, ensuring comprehensive financial planning and investment strategies for high-net-worth individuals. Collaborate with cros...

Collaborate with clients and teams to drive innovative insurance solutions and enhance portfolio management. This key role requires detail-oriented execution and effective communication in a fast-pace...

Take ownership of client relationships while driving innovative strategies in Private Equity and M&A risk management. Collaborate with cross-functional teams, managing proposals and ensuring seamless...

Engage a dynamic team in shaping investment strategies, optimizing operations, and fostering client relations while driving growth and modernization of our investment platform and services...

Shape the future of executive search by partnering with senior leaders to identify diverse talent and deliver exceptional service across Global Banking and Consumer Financial Services. Engage in a col...

Lead the charge in automating identity controls for AI governance, ensuring security across human and non-human identities. Drive team innovation from design through deployment while overseeing compli...

Optimize team performance by leading a group of 20+ Virtual Engagement Associates to drive client engagement and business growth, ensuring adherence to excellence standards and fostering development i...

Grow your career with a dynamic team that partners with clients to deliver tailored hedge fund services, enhance operational support, and drive strategic relationships for optimal service and satisfac...

Analyze financial performance and strategy in this pivotal role, collaborating across teams to drive growth and efficiency. Utilize your expertise to transform processes and enhance decision-making fo...

Discover rewarding opportunities in risk management by driving compliance initiatives and ensuring adherence to operational policies. Collaborate with a dynamic team while supporting Financial Advisor...

Shape the future of data solutions by leading strategic initiatives and enhancing business processes through effective data management and analytics. Collaborate across teams to drive innovation and a...

Shape the future of estate planning by collaborating with wealth advisors and managing ultra-high-net-worth client portfolios. Lead a dynamic team in strategy implementation, compliance, and mentorshi...

Partner with us to prepare and review diverse tax returns while delivering effective client solutions. Collaborate within a dynamic team, leveraging your expertise to navigate financial complexities a...

Join a vibrant team and optimize tax preparation and planning for high-profile clients. Collaborate on complex tax returns and financial reports while supervising junior staff within a dynamic environ...

Partner with us to advance compliance oversight in Futures Commission Merchant activities, ensuring adherence to evolving regulations while providing strategic guidance and oversight to trading and cl...

Elevate client relationships by managing credit assessments, risk exposure, and underwriting for a diverse insurance portfolio. Collaborate with cross-functional teams to drive effective credit soluti...

Lead operational excellence and financial strategy for equipment finance, driving efficiency and collaboration across business units. Oversee budgeting, governance, and system management to support st...

Drive strategic initiatives by solving critical business problems and leading analysis. Collaborate with senior leadership to craft recommendations, manage junior team roles, and ensure successful pro...

Join a team that's dedicated to delivering exceptional M&A and financial advisory services, utilizing your strong analytical skills and experience to support various deal processes while mentoring jun...

Lead the charge in managing equity compensation relationships, ensuring client satisfaction through collaboration and expert knowledge, enhancing participant experiences across client segments, and de...

Support corporate client relationships by managing expectations, fostering loyalty, and collaborating with internal teams to enhance service delivery. Leverage analytical skills to drive growth and sa...

Transform data into actionable insights by leading SAR/STR assessments, enhancing regulatory compliance, and fostering collaboration across teams to improve operational integrity and response to emerg...