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Financial Advisor Jobs in New Haven

Here is a selection of Financial Advisor jobs in/near New Haven, Connecticut

50 of 50 jobsSearch Financial Advisor jobs in New Haven

Financial Advisor - career shift opportunity

Madison, CT

The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're...

11 hours ago

Financial Representative Trainee - Braintree, MA

North Scituate, MA
$16/Hour

Financial Representative Trainee - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 502878 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial...

7 hours ago

Financial Advisor - Sikorsky Credit Union

Shelton, CT

Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Sikorsky Credit Union in Shelton, CT would allow you to...

4 days ago

Relationship Banker - Stratford Barnum Ave - Stratford, CT

Stratford, CT
$25 - $30.29/hour

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the...

6 hours ago

Relationship Banker - Woodbridge Amity Route 15 - New Haven, CT

New Haven, CT
$22.50 - $27.88/hour

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the...

6 hours ago

Financial Advisor

Stratford, CT

Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal...

3 days ago

Relationship Banker - Danbury Lake Ave - Danbury, CT

Danbury, CT
$25 -$30.29

JobID: 210509222 Category: Relationship Bankers JobSchedule: Full time Posted Date: 2024-04-17T10:14:55+00:00 JobShift Base Pay/Salary: Danbury,CT $25.00-$30.29 You have a passion for helping customers, building relationships, and delivering...

1 day ago

Tax Manager - Sustainability, Climate & Equity - Renewable Energy

Stamford, CT

Our Business Tax Services ("BTS") practice provides our clients a broad range of tax services across more than 150 countries and regions worldwide. Within the BTS practice we serve renewable energy clients that develop, build, own and operate...

5 hours ago

Tax Senior - Real Estate Tax (East Region Office Locations)

Stamford, CT

Partnerships. Subchapter K. REITS. Consulting for major players. Are you looking for an opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax position? If...

5 hours ago

Tax Manager - Financial Services-Insurance Tax (East Region City Locations)

Stamford, CT

Position Summary Are you a strategic and creative tax manager who likes leading teams to solve complex federal tax issues? Do phrases like "accounting for income taxes," "tax restructuring," and "tax controversy" pique your interest? Do you enjoy...

5 hours ago

Tax Senior - Financial Svcs - Mutual Fund Tax (East Region City Locations)

Stamford, CT

Position Summary Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance? If this is music to your ears, and you love a challenge and a...

5 hours ago

Tax Senior-Financial Svcs-Global Infor Reporting (East Region Locations)

Stamford, CT

Position Summary Are you a strategic and creative tax professional who would like to work on international tax regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries...

5 hours ago

Tax Senior-Business Tax Svcs-Fed/Corporate (East Region City Locations)

Stamford, CT

Position Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues across multiple jurisdictions and countries? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy"...

5 hours ago

Tax Manager - Financial Svcs - Global Infor Reporting (East Region City Locations)

Stamford, CT

Position Summary Are you a strategic and creative tax professional who would like to work on international tax regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries...

5 hours ago

Tax Senior - Financial Services- Securities (East Region City Locations)

Stamford, CT

Position Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues across multiple jurisdictions and countries? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy"...

5 hours ago

Tax Manager - Financial Services - Securities (East Region City Locations)

Stamford, CT

Position Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues across multiple jurisdictions and countries? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy"...

5 hours ago

Senior Wealth Management Specialist

Stamford, CT

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many...

5 hours ago

Tax Manager - Financial Svcs - Banking Tax (East Region City Locations)

Stamford, CT

Position Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues across multiple jurisdictions and countries? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy"...

5 hours ago

Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)

Stamford, CT

Position Summary Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? If this is music to your ears, and you love a...

5 hours ago

Tax Manager - Financial Svcs-Hedge Fund Tax (East Region City Locations)

Stamford, CT

Position Summary Hedge funds-Are you passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate...

5 hours ago

Tax Manager - Business Tax Services - Fed/Corporate Tax (East Region Office Locations)

Stamford, CT

Position Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your interest? Do you enjoy providing...

5 hours ago

Tax Senior Manager-Financial Svcs-Mutual Fund (East Region City Locations)

Stamford, CT

Position Summary Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? If this is music to your ears, and you love a...

5 hours ago

Tax Senior Manager - Invest Management - Private Wealth (East Region City Locations)

Stamford, CT

Position Summary Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...

5 hours ago

Financial Advisor - Webster Bank

West Hartford, CT

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Webster Bank in West Hartford, CT would allow you to join the Investment...

5 hours ago

Wealth Management Associate - CT, Stamford (5022)

Stamford, CT

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We...

5 hours ago

Tax Senior Manager - Real Estate Tax - (East Region City Locations)

Stamford, CT

Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of Subchapter K, partnership...

5 hours ago

Tax Senior - Financial Services - Hedge Fund (East Coast City locations)

Stamford, CT

Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate...

1 day ago

Financial Advisor - Centereach, NY - Market 13, Region 257

Centereach, NY

The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're...

1 day ago

Tax Senior - Investment Management - Private Equity (East Coast city locations)

Stamford, CT

Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, and advising on important tax and business issues? If you're a tax professional who wants to develop and...

1 day ago

Tax Senior - Financial Services-Insurance Tax (East Region City Locations)

Stamford, CT

Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and "tax controversy" peak your interest? If you answered "Yes" to any of these...

1 day ago

Tax Senior Manager-Financial Svcs-Hedge Fund - (East Region City Locations)

Stamford, CT

Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate...

3 days ago

Relationship Banker - Bloomfield, CT

West Hartford, CT
$22.50 -$27.88

JobID: 210513435 Category: Relationship Bankers JobSchedule: Full time Posted Date: 2024-04-26T12:54:29+00:00 JobShift Base Pay/Salary: West Hartford,CT $22.50-$27.88 You have a passion for helping customers, building relationships, and delivering...

4 days ago

US Experienced Financial Advisor

Hartford, CT

We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office...

5 hours ago

Tax Manager-Investment Mgmt-Private Wealth (East Region City Locations)

Hartford, CT

Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment...

5 hours ago

Tax Senior Manager - Banking and Capital Markets (East Region City Locations)

Hartford, CT

Are you a strategic and creative federal tax professional who likes solving complex federal tax issues across multiple jurisdictions and countries? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your...

1 day ago

Relationship Banker - Hartford South Meadows - Hartford, CT

Hartford, CT
$22.50 - $27.88/hour

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the...

3 days ago

Director, Financial Planning & Analysis - Remote

Hartford, CT
$109,000 - $174,000

Our work matters. We help people get the medicine they need to feel better and live well. We do not lose sight of that. It fuels our passion and drives every decision we make. Job Posting Title Director Financial Planning & Analysis - Remote Job...

3 days ago

Senior Accountant-ACCOUNTING & COMPLIANCE/US FIRMS CONTROLLER

Hartford, CT

Position Summary The Senior Accountant will bring an agile, innovative, and entrepreneurial mindset that enables them to collaborate with a team of finance professionals focused on delivering day-to-day accounting and controllership activities for...

3 days ago

Licensed Life/Health Insurance Agent (Remote)

Hartford, CT

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a...

4 days ago

J.P. Morgan Wealth Management - Private Client Advisor - East Northport, NY

East Northport, NY
$62,400 - $62,400

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad...

4 days ago

Registered Wealth Management Client Associate

Greenwich, CT

Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities...

1 day ago

Financial Advisor Trainee- PCG

Greenwich, CT

Job Summary Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program...

4 days ago

Entry Level Career Opportunities in Finance & Operation

Greenwich, CT

Job Description and Responsibilities Interactive Brokers seeks college graduates for career opportunities in its treasury and operations groups. Qualifications The ideal candidate should have the following qualifications Bachelor's degree in Finance,...

4 days ago

Vice President of Finance

Port Chester, NY
$175000 - $248000/year

FISD Salary: $175000 - $248000/year Pay Grade: 19 Other Forms of Compensation: bonus Flik Independent School Dining has been leading the way in transforming private and independent school foodservice across 300 communities for over four decades. Our...

6 hours ago

Advanced Wealth and Tax Strategist

Windsor, CT
$141,300 -$185,400

Advanced Wealth & Tax Strategist Hybrid - Windsor, CT or Boston, MA The Opportunity As an Advanced Wealth & Tax Strategist for the MassMutual Trust Company, you will have an opportunity to join an aggressively growing organization which is focused on...

6 hours ago

Relationship Banker - White Plains Mamaroneck Ave - White Plains, NY

White Plains, NY
$25 -$30.29

JobID: 210497677 Category: Relationship Bankers JobSchedule: Full time Posted Date: 2024-03-08T20:32:14+00:00 JobShift Base Pay/Salary: White Plains,NY $25.00-$30.29 You have a passion for helping customers, building relationships, and delivering...

1 day ago

Community Lending Mortgage Banker

Melville, NY

COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include...

4 days ago

J.P. Morgan Wealth Management - Private Client Advisor - Islip, NY

Islip, NY
$62,400 - $62,400

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad...

4 days ago

Financial Advisor - Wealth Management

Melville, NY

Who We Are Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business...

4 days ago

Relationship Banker - Scarsdale, NY

Scarsdale, NY
$25 - $30.29/hour

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the...

5 hours ago

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