Financial Advisor Jobs in Westport, CT

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...

Join a dynamic team to lead financial due diligence, managing engagements and mentoring staff while ensuring excellence in client interactions and deliverables throughout complex transactions...

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...

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...

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...

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...

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...

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...

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 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...

Shape the future of tax management by leading operational excellence and strategic tax advisory to support growth in the US financial services sector while driving compliance and enhancing operational...

Unlock strategic insights through financial modeling and analysis, guiding key decisions while collaborating with business leaders to enhance performance metrics and reporting structures. Support budg...

Unlock your potential in financial planning and analysis by supporting fee-related operations and driving impactful insights. Collaborate with leadership to ensure accurate reporting and forecasting w...

Join a team that's redefining wealth management solutions by leveraging expertise in CRIMS. Lead client implementations, ensure satisfaction, and foster impactful relationships while guiding teams and...

Lead the charge in expanding enterprise relationships within the US wealth channel. Drive new business initiatives, develop client strategies, and enhance delivery of solutions to ensure outstanding c...

Contribute to client-facing investment strategies, develop content, and support institutional services. Engage with cross-functional teams to enhance communication and strategic insights for responsib...

Join a team that's focused on shaping innovative structured products, engaging in the origination and execution of market-linked investments, while collaborating to provide tailored solutions for reta...

Pioneer customer success initiatives, driving enterprise retention and growth across global accounts. Collaborate with stakeholders to maximize customer value and support long-term strategies for comp...

Take ownership of driving growth in the Healthcare Finance sector by proactively building client relationships and leveraging a network of influencers. Your initiative will convert opportunities into...