Financial Advisor Jobs in Westport, CT

Join a team that's committed to providing expert tax, trust, and estate planning services for high-net-worth clients while leveraging technology and collaboration with industry experts to deliver tail...

Lead financial oversight for U.S. Broker Dealers, ensuring compliance with GAAP/IFRS. Drive collaboration and innovation while managing month-end processes, liaising with regulators, and enhancing tal...

Elevate client relationships by driving sales of alternative investment products. Leverage your expertise to implement business strategies and collaborate with internal teams to enhance distribution a...

Partner with us to support portfolio management by analyzing markets, ensuring alignment with strategies, and maintaining strong relationships with clients and teams for effective portfolio operations...

Unlock potential by partnering with investment strategy teams to evaluate and underwrite diverse managers, deliver insights, and drive the investment process in a dynamic and rapidly growing company e...

Engage with a dynamic deal team to drive financial analysis, modeling, and execution of investments in energy infrastructure, while collaborating cross-functionally to support growth and innovation in...

Contribute to efficient investment operations, ensuring accurate execution of portfolio administration, trade support, and compliance within a dynamic team environment while collaborating with interna...

Empower ultra-high net-worth families by providing strategic insights in estate, tax, and multi-generational planning. Collaborate with clients and advisors to navigate complexities of wealth manageme...

Deliver comprehensive FP&A support to optimize revenue growth through financial analysis, reporting, and strategic insights, collaborating with the sales team and executing innovative financial tools...

Elevate your career by advising public company boards on shareholder activism, strategic actions, and market trends. Lead analytical engagements while collaborating with diverse teams to deliver impac...

Drive comprehensive wealth management solutions, managing client relationships while mentoring teams and ensuring operational excellence in a dynamic advisory role...

Join a team that leads client engagements, applying AI to transform finance workflows. You'll establish relationships and demonstrate Rogo's value in enhancing banking and investing practices, driving...

Champion strategic growth initiatives by evaluating mergers and acquisitions, conducting financial analyses, and collaborating cross-functionally to support the firm's long-term objectives and ensure...

Join a team that's driving growth through strategic mergers and acquisitions. This role involves financial modeling, due diligence, and cross-functional collaboration to assess and execute opportuniti...

Engage in high-impact strategic pursuits as a Deal Manager, coordinating teams and client communications to drive compelling proposals. Utilize innovative strategies and management tools to enhance pu...

Champion risk oversight by analyzing market dynamics and fostering cross-functional collaboration to enhance governance, reporting, and automation for a global equities and derivatives platform...

Elevate your career as you provide expert financial guidance, managing client wealth through strategic planning and strong relationship-building, while collaborating with a dedicated team to exceed cl...

Transform the investment landscape by engaging high-net-worth clients and converting leads into loyal customers. Collaborate remotely with a dedicated team while optimizing your sales strategies to dr...

Join a team that's dedicated to guiding investors in securing optimal loans for diverse real estate projects while maintaining compliance and professionalism throughout the lending process...

Grow your career with a dynamic Investment Banking Business Manager role, collaborating with senior stakeholders to drive strategic execution, improve business performance, and deliver insightful repo...

Join a dynamic financial advisory team dedicated to executing complex client engagements and delivering incisive valuation analyses. Collaborate across teams to provide fairness opinions and support s...

Join us in shaping the future of wealth management by driving sales, nurturing client relationships, and collaborating with internal teams to achieve revenue targets while delivering a world-class ser...

Empower clients to navigate their financial futures by providing personalized guidance and investment strategies. Cultivate strong relationships and drive business growth through exceptional communica...

Drive business growth by cultivating senior-level client relationships, leading strategic sales initiatives, and delivering integrated solutions that exceed revenue targets across diverse platforms in...

Execute seamless onboarding for Private Wealth Advisors by managing transitions with precision. Provide exceptional, concierge-level support while coordinating closely with diverse teams, ensuring a p...