Financial Advisor Jobs in Westport, CT

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...

Drive effective training solutions by partnering across departments to create and deliver comprehensive training for Dispute Resolution Services, ensuring staff competency and compliance with procedur...

Empower our team through innovative training solutions, enhancing skills and consistency in DRS functions. Develop high-quality materials and conduct engaging sessions to build employee confidence and...

Drive the evaluation and review of diverse commercial real estate appraisals. Collaborate with vendors and internal teams to ensure compliance and accuracy in appraisal reports, mitigating risk and en...

Join a dynamic team as you partner with banking clients post-launch, ensuring their success on the Prelim platform through strong relationships, problem-solving, and collaboration with internal teams...

Innovate within our institution by identifying and facilitating new business opportunities, supporting comprehensive financial solutions for nonprofits and tax-exempt entities, while collaborating wit...

Engage with prospective clients to identify and develop new business opportunities, leveraging a deep understanding of institutional solutions and FIA’s comprehensive services to facilitate successful...

Pioneer client relationships by delivering investment banking services, including M&A and capital raising for corporate and private equity clients, while collaborating with cross-functional teams to a...

Grow your career with a dynamic role supporting private investments through analysis, product management, and client collaboration. Engage with cross-functional teams to drive business development and...

Support and enhance client and advisor experiences by leading a centralized service team. Drive operational excellence, foster effective communication, and deliver exceptional service that empowers ad...

Drive investment excellence by conducting manager due diligence and analysis, supporting asset allocation decisions, and enhancing client confidence through expert communication and collaboration with...

Drive financial oversight and vendor management across Wealth Management Platforms, ensuring compliance and effective resource handling, while fostering collaboration among teams for optimal efficienc...

Contribute to operational execution and investor servicing for fundraising efforts, supporting senior team members in managing processes, communications, and relationship management while gaining expo...

Unlock your potential in a dynamic role focused on portfolio analytics, manager oversight, and strategic reporting, directly impacting multi-asset portfolios. Collaborate closely with senior leadershi...

Join a team that's integral to investment oversight and analytics, managing $120B across multi-asset portfolios. Collaborate with leadership in performance assessment, risk management, and strategic r...

Drive business development by fostering Private Equity relationships, originating P&C opportunities, and coordinating cross-functional execution, focusing on early access to opportunities and a discip...

Accelerate your career by leading transaction advisory projects that drive financial success for middle-market clients and private equity investors while mentoring junior staff and building impactful...

Shape the future of financial valuation by analyzing complex securities and providing crucial insights. Join a dynamic team, gaining exposure to various valuation challenges while contributing to best...

Elevate financial performance by leading analysis, budgeting, and model development. Collaborate with stakeholders for impactful insights that drive strategic decisions and enhance reporting efficienc...

Drive strategic wealth solutions for ultra-high-net-worth clients by collaborating with advisors, maintaining legal expertise, and fostering innovative planning approaches for estate, tax, and multi-g...

Shape the future of commercial banking by managing complex client relationships, analyzing financials, and driving innovative solutions that align with client needs while collaborating across various...

Lead the Funds Legal team by advising on compliance and regulatory issues for U.S. and Cayman private funds. Manage fund formation, negotiation, and documentation to support capital raising and invest...

Unlock potential by managing relationships with financial advisors, driving asset growth, and collaborating internally to educate and engage. This hybrid role combines virtual outreach with in-person...

Join us to manage comprehensive claims processes for diverse clients, leveraging your expertise to ensure effective communications and resolutions while advocating for their interests in a fast-paced...

Unlock potential by managing the claims process for clients in Financial Services. Provide expert guidance, maintain communication with insurers, and ensure resolutions through analytical skills and c...