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Financial Advisor in Bridgeport
Montytait
Senior Financial Advisor
Client relationship managementInvestment strategy developmentReferral-based business growth~$70,000 – $300,000 py
WORKOPIA ESTIMATELead, grow, and deepen an established book of business with M&T Bank
Cos Cob, Connecticut, USNot specified (assumed to be hybrid based on industry norms)Full time+7y experienceJob Match ScoreCreate Profile6 days agoMtbachelor
Senior Financial Advisor
Client relationship managementInvestment strategy developmentReferral network utilization~$70,000 – $300,000 py
WORKOPIA ESTIMATEM&T Bank is seeking a Senior Financial Advisor to manage and grow an established portfolio in the Greenwich market. The ideal candidate will possess significant experience in financial advising, with a strong consultative approach and established business development skills
Cos Cob, Connecticut, USNot specifiedFull time+7y experienceJob Match ScoreCreate Profile6 days agoMtb
Senior Financial Advisor
Client relationship managementInvestment strategy developmentReferral-based business growth~$70,000 – $300,000 py
WORKOPIA ESTIMATELead, grow, and deepen an established book of business with M&T Bank
Cos Cob, Connecticut, USNot specifiedFull time+7y experienceJob Match ScoreCreate Profile6 days agoMcetbhb
Senior Financial Advisor
Client relationship managementInvestment strategiesReferral network~$70,000 – $300,000 py
WORKOPIA ESTIMATEM&T Bank is seeking a Senior Financial Advisor in Cos Cob, Connecticut, to manage and expand a robust portfolio of high-value clients. The ideal candidate will have significant experience in financial advising and a proven track record of business development, supported by a collaborative culture and strong referral network
Cos Cob, Connecticut, USNot specifiedFull time+7y experienceJob Match ScoreCreate Profile9 days agoThrivent Financial for Lutherans
Financial Advisor - Stamford, Ct
Client relationship managementFinancial planningInsurance licensingProvide expert financial advice with a focus on generosity and faith-based values
Stamford, CtNot specifiedFull timeJob Match ScoreCreate Profile13 days agoBank of America
Financial Solutions Advisor - Eastern Long Island Market (bi-lingual Spanish Required)
Bi-lingual spanish language proficiencySeries 7 and series 66 license holdersOne year investments industry experience$65,000.00 - $80,000.00 annualized py
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through banking and investment strategies
Hampton Bays, NY, USIn-office with some flexibility based on role-specific considerations.Full timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor Registration Candidate - Central Long Island Market
Client relationship cultivationFinancial planning with brokerage productsRisk mitigation and control$28.85 - $33.65 hourly ph
This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Melville, NY, USIn-office with flexible considerationsFull timeJob Match ScoreCreate Profile16 days agoBank of America
Merrill Financial Solutions Advisor (partially Licensed)- Southern Connecticut Market
Series 7 and 66 license acquisition4+ years progressive professional experience2+ years investments industry experience$36.06 - $40.87 hourly ph
This role involves working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their life goals
Stamford, CT, USFull time+4y experienceJob Match ScoreCreate Profile16 days agoEquitable Holdings
Financial Professional - Ny, Melville (5251)
Client relationship managementFinancial planning expertiseSales and business developmentEquitable Holdings looks for a financial professional - ny with Melville (5251)
Melville, New York, USOn-siteJob Match ScoreCreate Profile19 days agoJPMorgan Chase & Co.
J.p. Morgan Wealth Management – Private Client Advisor - Selden, Ny
Client acquisition and relationship cultivationGoals-based financial planning and adviceDeep understanding of financial marketsThe role involves offering comprehensive financial planning and advice to individuals and families ranging from new savers to those with significant wealth
Selden, NY, USOn-site+2y experienceJob Match ScoreCreate Profile19 days agoJ.P. Morgan Chase
J.p. Morgan Wealth Management – Private Client Advisor - Hauppauge, Ny
Client acquisition and relationship cultivationGoals-based financial planning and adviceDeep understanding of financial marketsThe role involves offering comprehensive financial planning and personalized investment solutions to individuals and families ranging from new savers to those with significant wealth
Hauppauge, NY, USOn-site+2y experienceJob Match ScoreCreate Profile19 days agoJPMorgan Chase & Co.
J.p. Morgan Wealth Management - Private Client Investment Associate - Huntington, Ny
Client relationship managementOperational request processingInvestment trade facilitationThe role involves representing the J.P. Morgan brand and interacting with clients to offer the best investment solutions for their financial needs
Huntington, NY, USJob Match ScoreCreate Profile19 days agoJPMorgan Chase & Co.
J.p. Morgan Wealth Management – Private Client Advisor - Commack, Ny
Client acquisition and cultivationRelationship management skillsGoals-based planning and adviceThe role involves offering comprehensive financial planning and advice to individuals and families ranging from new savers to those with significant wealth
Commack, NY, USOn-site+2y experienceJob Match ScoreCreate Profile19 days agoJPMorgan Chase
J.p. Morgan Wealth Management – Private Client Advisor - Selden, Ny
Client acquisition and relationship cultivationGoals-based financial planning and adviceDeep understanding of financial marketsThe role involves offering comprehensive financial planning and personalized investment solutions to a diverse range of clients
Selden, NY, USOn-site+2y experienceJob Match ScoreCreate Profile19 days agoJPMorgan Chase
J.p. Morgan Wealth Management – Private Client Advisor - Hauppauge, Ny
Client acquisition and relationship cultivationGoals-based financial planning and adviceDeep understanding of financial marketsThe role involves offering comprehensive financial planning and personalized investment solutions to a diverse range of clients
Hauppauge, NY, US+2y experienceJob Match ScoreCreate Profile19 days agoJ.P. Morgan Chase
J.p. Morgan Wealth Management - Private Client Investment Associate - Huntington, Ny
Client relationship buildingOperational request processingInvestment trade facilitationThe role involves providing client service, operational marketing, and administrative support to Private Client Advisors within Wealth Management
Huntington, NY, USOn-siteJob Match ScoreCreate Profile19 days agoJPMorgan Chase
J.p. Morgan Wealth Management – Private Client Advisor - Commack, Ny
Client acquisition and cultivationRelationship management skillsHolistic financial coachingThe role involves offering comprehensive financial planning and personalized investment solutions to a diverse range of clients from new savers to those with significant wealth
Commack, NY, USOn-site+2y experienceJob Match ScoreCreate Profile19 days agoBank of America Merrill Lynch
Merrill Financial Solutions Advisor (partially Licensed)- Southern Connecticut Market
Finra securities industry essentials (sie) license4+ years progressive professional experience2+ years investments industry experience$36.06 - $40.87 hourly ph
This role involves working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their life goals
Stamford, CT, USFull time+4y experienceJob Match ScoreCreate Profile22 days agoBank of America
Merrill Financial Solutions Advisor (partially Licensed)- Southern Connecticut Market
Finra sie license holder4+ years professional experience2+ years investments industry experience$36.06 - $40.87 hourly ph
This role involves working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their goals
Stamford, CT, USFull time+4y experienceJob Match ScoreCreate Profile22 days agoTD Bank Group
Financial Advisor - Branford, Connecticut
Investment sales experience requiredClient discovery and financial needs analysisAnnual client review execution$72,280 - $108,160 usd py
The role involves providing financial planning guidance and selling investment management solutions to TD Wealth clients
Branford, Connecticut, USFull time+2y experienceJob Match ScoreCreate Profile23 days agoTD
Financial Advisor - Branford, Connecticut
Investment sales experience requiredClient discovery and financial needs analysisAnnual client review (acr) execution$72,280 - $108,160 usd py
This role serves as the central point of contact for TD Wealth clients, responsible for delivering comprehensive financial planning and investment recommendations
Branford, Connecticut, USFull time+2y experienceJob Match ScoreCreate Profile23 days agoTD Bank
Financial Advisor - Branford, Connecticut
Consultative sales experience requiredManaging client relationships and portfoliosConducting annual client reviews and needs analysis$72,280 - $108,160 usd py
The role is a three-year program with a forgivable draw designed for advisors providing financial planning guidance and selling investment management solutions
Branford, Connecticut, USFull time+2y experienceJob Match ScoreCreate Profile23 days agoTD Ameritrade
Financial Advisor - Branford, Connecticut
Consultative sales experience requiredManaging client relationships and portfoliosConducting annual client reviews and needs analysis$72,280 - $108,160 usd py
The role involves a three-year program with a forgivable draw for financial advisors providing guidance on complex client needs
Branford, Connecticut, USFull time+2y experienceJob Match ScoreCreate Profile23 days agoMerrill Wealth Management
Merrill Financial Solutions Advisor (partially Licensed)- Southern Connecticut Market
Series 7 and 66 license acquisition4+ years progressive professional experience2+ years investments industry experience$36.06 - $40.87 hourly ph
This role is responsible for working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their life goals
Stamford, CT, USFull time+4y experienceJob Match ScoreCreate Profile24 days agoBank of America (GHR)
Financial Solutions Advisor Registration Candidate - Central Long Island Market
Client relationship cultivationFinancial planning and goal settingRisk mitigation and control$28.85 - $33.65 hourly ph
The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Melville, NY, USFull timeJob Match ScoreCreate Profile25 days ago
WORKOPIA ESTIMATE is shown when an employer doesn't disclose pay. It's the typical range (25th–75th percentile) of disclosed salaries for the same role in the same city, adjusted for seniority and refreshed daily — an estimate, not the employer's figure.
