Financial Advisor Jobs in Westport, CT

Elevate your career by leading a team to optimize workplace strategies for large corporate clients. Drive real estate advisory services, mentoring, and operational excellence while fostering collabora...

Join a dynamic team to optimize buy-side investment processes through AI. You'll leverage deep domain expertise to drive client adoption, shape product development, and influence the future of credit...

Engage as a Portfolio Analyst to develop impactful client materials and manage multiple projects. Collaborate with cross-functional teams to support client relationships and enhance communication for...

Shape the future of investment performance reporting by building a world-class analytics function. Drive comprehensive reporting across diverse asset classes while collaborating with senior leadership...

Engage in building a premier analytics function, influencing investment performance reporting across diverse asset classes, and collaborating with senior leadership. This pivotal role demands technica...

Empower success at the forefront of Loan Capital Markets by advancing strategic investor relationships, leading impactful capital transactions, and driving growth across various industries to enhance...

Deliver exceptional client service and drive renewal processes while collaborating with teams in a dynamic, fast-paced environment. Leverage your expertise in financial services to support business gr...

Join a team that's focused on driving strategic financial insights for the Executive Leadership Team. Apply your analytical skills to respond to high-stakes requests, develop sophisticated models, and...

Transform asset management legal operations by negotiating agreements and providing strategic legal support. Collaborate with diverse teams in a fast-paced environment to drive compliance and innovati...

The Portfolio Manager will be responsible for managing complex investment portfolios for high-net-worth clients, including family offices and endowments. This role requires a deep understanding of var...

Unlock potential by leading financial analytics projects for pharmacy benefits. Collaborate with cross-functional teams and manage RFP processes while driving data-driven insights to enhance client ou...

Engage to deliver top-tier investment research and bespoke advisory for High-Net-Worth clients. Drive actionable strategies in equities and derivatives, enhance client relations, and produce insightfu...

Shape the future of wealth management by building tailored portfolios for ultra-high-net-worth clients, ensuring holistic asset allocation and risk management through collaboration and expertise in ad...

Champion the adoption of retirement plans by consulting with business owners, guiding them from needs assessment to implementation, while ensuring a seamless client experience and achieving sales obje...

Lead the charge in driving retirement plan adoption by engaging with clients, assessing their needs, and delivering tailored solutions. Own the complete sales process while ensuring exceptional client...

Elevate treasury operations by managing cash flow, liquidity, and trade finance processes. Collaborate across international teams to optimize funding and reporting, focusing on continuous improvements...

Lead client engagements and improve financial strategies through data analysis, due diligence, and relationship building within a growing advisory team. Experience impactful career growth and support...

Unlock potential by becoming a key advisor in transaction advisory services, delivering exceptional client care and financial insight. Drive business growth and development while navigating complex fi...

Join our dynamic financial advisory team and drive impactful transaction services. Utilize your expertise to provide exceptional due diligence and build lasting relationships while advancing your care...

Lead the charge in managing investment accounting for a $7.6 billion endowment. Collaborate with internal and external partners, ensure timely financial transactions, and uphold financial controls whi...

Unlock your potential by supporting fund reporting, managing investor communications, and analyzing investment performance. Collaborate across teams to enhance financial processes, ensuring accurate f...

Elevate business growth by managing strategic relationships with financial professionals. Collaborate with a Regional Vice President to enhance partner engagement and drive new opportunities in a dyna...

Design and build our finance operating system, transforming manual processes into scalable, auditable systems. Set standards and controls for financial accuracy, while enhancing in-house accounting ca...

Shape the future of wealth management by supporting client onboarding, preparing financial reports, and enhancing client experiences while developing essential skills in a collaborative, detail-orient...

Unlock potential by supporting capital raising efforts in Canada through client relationship management, collaborating with sales teams, and enhancing client experiences with analytical insights and e...