Financial Advisor Jobs in Westport, CT

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...

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...

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...

Oversee and lead the strategic direction of a high-performing Insurance Investment Banking team, driving M&A advisory and capital raising initiatives for industry clients while nurturing talent and fo...

Champion client relationships by driving revenue, managing risk, and enhancing engagement. Collaborate with internal teams to provide tailored financial solutions while ensuring compliance in a dynami...

Champion compliance by leading our Regulatory team to ensure adherence to the Investment Company Act and advising on initiatives that maintain the integrity of our registered funds and investment advi...

Seeking an experienced compliance leader to oversee regulatory initiatives for registered funds, working collaboratively with various teams to ensure adherence to the Investment Company Act, while man...

Empower your career as a Manager in financial advisory, driving strategic finance initiatives and engaging with diverse clients to inform critical business decisions through advanced modeling and anal...

Engage clients by building relationships and delivering exceptional service. Drive business development for the Private Client Group through tailored support and coordination with teams, ensuring comp...

Partner with us to build and sustain strong client relationships, ensuring exceptional service while driving business development efforts within our Private Client Group...

Drive efficient fund operations by automating processes for 150+ funds. Collaborate on capital call notices, payments, and reconciliations to enhance client experience while managing fund growth swift...

Unlock the potential of risk management by collaborating with ERM team members to enhance casualty data processes, perform risk assessments and support strategic reporting across business units, drivi...

Contribute to a dynamic tax services team by preparing complex federal, state, and local individual tax returns for high-net-worth clients. Collaborate with seasoned professionals and drive accuracy i...

Champion user engagement by developing and optimizing WalkMe solutions that enhance platform adoption. Collaborate with cross-functional teams to deliver effective digital adoption strategies, leverag...

Oversee financial operations for manufacturing and lab networks, ensuring clarity in cost structures and aiding strategic decision-making. Collaborate closely with site leads to enhance efficiency and...

Engage in the preparation of GAAP and SEC reporting deliverables, collaborating cross-functionally while ensuring compliance and providing analytical insights into financial metrics to support audit p...

Engage in a pivotal role to develop sales strategies for at-risk plans, ensuring client retention and satisfaction while leading RFP processes and negotiations in the recordkeeping industry...

Unlock new opportunities as a Senior Associate Broker, driving business development and managing relationships for North American accounts. Lead negotiations, support regional teams, and utilize innov...

Shape the future of investment accounting by overseeing GAAP financial close processes and guiding a team in a dynamic finance environment. Drive system enhancements and ensure accurate reporting for...

Shape the future of investment banking sales by leading diverse teams targeting large banks and boutique firms. Drive strategy, nurture partnerships, and cultivate executive relationships in a dynamic...

Transform capital relationships by driving fund raises, M&A support, and building partnerships with allocators, family offices, and advisor networks. Own the wealth channel development and leverage yo...