Financial Advisor Jobs in Westport, CT

Oversee a team of Enforcement attorneys, ensuring thorough legal analysis and timely resolution of diverse cases. Collaborate with investigative staff to support high-quality outcomes aligned with reg...

Engage a team of attorneys to drive successful Enforcement outcomes by managing cases efficiently and ensuring thorough legal analysis in a fast-paced regulatory environment while collaborating across...

Shape the future of executive wealth planning by building deep client relationships and tailoring comprehensive solutions for highly compensated individuals, leveraging your financial and planning exp...

Engage with high-level executives to develop tailored wealth planning solutions. Utilize your financial expertise and relationship management skills to enhance client success and satisfaction within a...

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...

Unlock potential by leading financial models and valuations for M&A transactions. Manage projects from origination to close while mentoring junior staff and handling multiple engagements in the fast-p...

Accelerate growth by identifying and nurturing key client relationships in the fintech space. Drive new business opportunities through outreach and collaboration with Sales and Marketing to enhance ou...

Advance your career by leading critical deal teams, shaping client strategies, and driving impactful transactions within Corporate Finance; perfect for strategic thinkers and proven leaders looking to...

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...

Help us drive impactful financial planning and analysis, guiding strategic decisions with expert modeling and insightful reporting to enhance business performance across functional teams...

Grow your career with a dynamic sales team driving innovation in wealth management. As an Account Executive, you'll execute territory plans, engage decision-makers, and lead the sales cycle for our cu...

Grow your career with a dynamic sales team focused on driving transformation in the Financial Services sector through innovative SaaS solutions and a consultative sales approach, achieving significant...

Transform the legal landscape in equity finance by advising senior executives, negotiating key agreements, and navigating complex regulations. Join a dynamic team driving legal clarity and innovation...

Drive client success by providing strategic financial advisory and capital raising solutions. Collaborate with teams to manage M&A transactions and guide clients through complex financial processes, e...

Support us in driving successful capital raises by analyzing fund managers, preparing marketing materials, and coordinating investor relations while gaining exposure to high-profile private equity tra...

Support the Americas Client Service team in delivering exceptional service for Separately Managed Accounts. Collaborate with multiple departments to ensure seamless client experiences while managing t...

Drive financial analysis for real estate strategies, utilizing modeling skills to support client decisions in a dynamic, collaborative environment, while developing presentations and insights for top...

Join a team that's dedicated to providing personalized financial advice for executives. As a relationship manager, you'll drive client engagement and business growth, ensuring clients make informed fi...

Inspire compliance excellence as you lead the review of investor subscription materials, ensuring adherence to major regulations and managing relationships to drive seamless onboarding processes in pr...

Transform investor onboarding and compliance processes by leading the review team, managing client relationships, and ensuring regulatory adherence for private funds and registered investments. Join a...

Drive business success by building relationships and executing sales strategies, acquiring new clients, and delivering tailored HR solutions to small and midsize businesses across a diverse range of i...

Engage with prospective clients to build your own business book and execute a strategic sales process. Help power business success by promoting HR solutions to midsize companies across diverse industr...

Lead the charge in business growth by leveraging consultative sales skills to build relationships, develop strategic sales plans, and exceed targets within your designated territory, focusing on compa...

Join our dynamic team to drive personalized wealth planning and portfolio construction. Collaborate across functions to enhance investment solutions and client experiences within our innovative Outsou...

Take ownership of regulatory reporting and fund administration activities for over 300 funds. Validate, analyze, and streamline data collection while collaborating with internal teams and external par...