Financial Advisor Jobs in Westport, CT

Inspire transformation by leading customer enablement initiatives. Serve as the FP&A expert, collaborating with teams to drive successful outcomes. Shape product strategy and enhance user experience w...

Manage and optimize our investment portfolio with operational excellence, focusing on performance tracking and reporting. Champion automation initiatives while mentoring junior analysts to ensure scal...

Drive impactful financial advisory work through analysis and teamwork. Collaborate with investment bankers on M&A, valuations, and business development, while utilizing advanced AI tools and data visu...

Shape client experiences by effectively managing transitions and inquiries. You will oversee onboarding of SMA accounts while collaborating with teams to resolve issues, ensuring our clients maximize...

Elevate team performance by managing a group of Virtual Engagement Associates, ensuring excellence in support services to Financial Advisors while driving client engagement strategies through innovati...

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...

Lead the charge in shaping compliance strategy and regulatory governance, ensuring robust cybersecurity practices across all business domains while advising on critical legal obligations and maintaini...

Drive success as you engage emerging fund managers, guiding them through fund launches and expanding our offering. Own the sales lifecycle, nurture client relationships, and craft strategies to meet b...

Support client success by managing key accounts, facilitating effective billing and administrative operations. Collaborate with senior staff to ensure excellence in service delivery for mid to large c...

Unlock potential by providing vital financial analysis and insights to enhance business performance. Collaborate cross-functionally to support strategic decisions and optimize revenue streams while dr...

Join a dynamic team as you tackle diverse tasks including communication, scheduling, and presentation preparation. Provide essential support to senior staff while ensuring efficient operations in a fa...

Join our dynamic team as you support senior executives with expert administrative skills. Your role will include managing correspondence, organizing files, scheduling meetings, and ensuring smooth off...

Take ownership of innovative technology solutions to enhance the OCIO Advisory team’s investment strategies. Collaborate with professionals to streamline workflows and integrate AI tools, driving effi...

Champion significant investment banking initiatives, guiding M&A and advisory activities, and mentoring junior bankers while providing client-focused support in a dynamic, collaborative environment...

Lead the acquisition of small to medium-sized businesses, driving investment decisions and managing relationships throughout the deal lifecycle for organizational growth and operational success...

Execute thorough credit analysis on leveraged loans and high yield bonds, conduct detailed financial modeling, and deliver investment recommendations to optimize portfolio performance and support Port...

Shape the future of wealth advisory recruitment by leading full-cycle hiring for junior advisors and support staff. Collaborate with advisors and team leads to build effective talent strategies that e...

Take ownership of the membership application process, leading a team in compliance with FINRA standards. Enhance operational efficiency while overseeing interdepartmental collaboration and ensuring re...

Shape the future of membership applications and compliance. Oversee a senior team, enhance operational practices, ensure adherence to regulations, and foster development within the department to drive...

Manage the application oversight process, leading a team to ensure compliance with FINRA regulations while improving operational effectiveness and training staff. Collaborate on regulatory initiatives...

Discover a dynamic role that drives seamless operational processes, enhances governance, and fosters collaboration across teams, empowering investors and ensuring alignment with strategic initiatives...

Join a team that values excellence in financial advisory support, enhancing relationships and driving growth. Collaborate with consultants to maintain strong client ties, respond to inquiries, and ele...

Lead financial planning and reporting processes, create budgets, and communicate results across global teams to ensure financial integrity and support MDIF's mission...

Elevate your career as you lead complex transactions, mentor associates, and collaborate directly with clients to craft effective succession strategies and deal solutions, driving impactful outcomes o...

Develop strategic client relationships and lead complex project finance transactions, enhancing the Energy & Power group. Drive innovation in energy infrastructure financing, coordinate cross-function...