Financial Advisor Jobs in Westport, CT

Unlock potential by driving AI adoption in asset & wealth management. You'll lead the sales cycle, build strategic partnerships, and enhance workflows for institutions managing trillions. Join us to t...

Join a team that's driving financial planning and insights to support strategic decisions. Play a key role in enhancing performance reporting, budgeting, and forecasting while collaborating across the...

Drive growth by converting qualified leads into loyal customers, managing relationships with alternative asset managers. Elevate our sales efforts in a dynamic, team-oriented environment focused on ac...

Advance your career by managing relationships in a full-cycle sales role, driving revenue growth through expert engagement with alternative asset managers and key stakeholders in a dynamic environment...

Optimize client engagement by driving capital markets solutions. As a leader in the ESOP sector, you'll foster relationships, coordinate sales strategies, and navigate market conditions to enhance cli...

Manage and drive capital markets sales activities, enhancing client relationships and delivering tailored financial solutions while leading strategic initiatives and ensuring compliance with market re...

Accelerate progress at the intersection of finance and strategy by owning forecasting and analysis tasks, partnering with business leaders, and providing insights that shape decision-making across the...

Transform client experiences by providing exceptional support in fixed income services, managing order execution, collaborating with trading teams, and enhancing service delivery to exceed expectation...

Drive financial excellence by collaborating across teams to enhance planning and reporting processes. This role blends detailed analysis with strategic insight, offering visibility into key leadership...

Transform the Public Finance Trading desk by managing trading strategies, executing trades, and driving business growth. Build client relationships, enhance risk management, and lead a high-performing...

Drive impactful ESG advisory projects while leveraging data analysis and insights. Collaborate with clients to enhance sustainability initiatives and support due diligence engagements as part of a dyn...

Champion tax compliance by preparing complex federal and state returns for high-net-worth clients, managing workflows, and collaborating with senior professionals for effective client delivery and com...

Optimize client onboarding and relationship management for corporate clients, fostering engagement and growth by understanding their needs and promoting financial solutions that enhance employee benef...

Champion effective risk management at the institutional level by partnering with key stakeholders to assess and mitigate risks across multiple business divisions, ensuring compliance in a dynamic fina...

Contribute to a cutting-edge FinOps practice, optimizing cloud financial management across multi-cloud environments while collaborating with cross-functional teams to enhance cost governance and drive...

Support strategic financial initiatives by analyzing key metrics and forecasting financial performance. Collaborate with cross-functional teams to deliver insights, drive business performance, and enh...

Engage in strategic investment portfolio management to drive asset allocation, optimize M&A valuations, and innovate investment strategies for a growing investment team overseeing ~$20bn in assets acr...

Transform client experiences by delivering tailored software solutions and ensuring successful project execution through collaboration, training, and ongoing support for maximum software value and sat...

Join a team that drives insights and strategies grounded in field realities, enhancing the advisor and client experience through innovative data analysis and storytelling. Your leadership and analytic...

Analyze and own the marketing analytics framework to drive data-driven decisions. You will transform marketing performance metrics into actionable insights, collaborating with finance and product team...

Pioneer investment strategies by partnering with teams to oversee, analyze, and report on alternative assets. Support portfolio management and execute due diligence to enhance overall investment perfo...

Develop strategic relationships with distribution partners to expand platform access, enhance product placement, and enable sales growth while managing due diligence and providing market insights for...

The Manager - Financial Advisory Services will oversee client engagements in financial consulting, analysis, and M&A, ensuring timely and accurate delivery of services. This role requires strong commu...

Elevate your career by supporting senior bankers in executing transactions and managing client relationships. Leverage your financial analysis skills to impact the tech and software space with a dynam...

Lead and transform the investment FP&A forecasting process, ensuring robust governance and scalable operations. Collaborate with senior management to deliver actionable insights that align with enterp...