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US Browse · Bridgeport · Financial Advisor

Financial Advisor in Bridgeport

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Financial Solutions Advisor - Eastern Long Island Market (bi-lingual Spanish Required)
Bank of America
Hampton Bays, NY, US
Full time
Base: $65,000.00 - $80,000.00 annualized; bonus/eq...
In-office with some flexibility based on role-specific considerations.
Bi-lingual spanish language proficiency
Series 7 and series 66 license holders
One year investments industry experience
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through banking and investment strategies
New arrival·2 days ago
Financial Solutions Advisor Registration Candidate - Central Long Island Market
Bank of America
Melville, NY, US
Full time
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with flexible considerations
Client relationship cultivation
Financial planning with brokerage products
Risk mitigation and control
This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
New arrival·2 days ago
Merrill Financial Solutions Advisor (partially Licensed)- Southern Connecticut Market
Bank of America
Stamford, CT, United States
Full time
Base: $36.06 - $40.87 hourly; bonus/equity: formul...
**
+4y experience
Series 7 and 66 license acquisition
4+ years progressive professional experience
2+ years investments industry experience
This role involves working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their life goals
New arrival·2 days ago
Financial Professional - Ny, Melville (5251)
Equitable Holdings
Melville, New York, United States
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Sales and business development
4 days ago
J.p. Morgan Wealth Management – Private Client Advisor - Selden, Ny
JPMorgan Chase & Co.
Selden, NY, United States
Not specified; not specified; not specified
On-site
+2y experience
Client acquisition and relationship cultivation
Goals-based financial planning and advice
Deep understanding of financial markets
The role involves offering comprehensive financial planning and advice to individuals and families ranging from new savers to those with significant wealth
5 days ago
J.p. Morgan Wealth Management – Private Client Advisor - Hauppauge, Ny
J.P. Morgan Chase
Hauppauge, NY, United States
Not specified; not specified; not specified
On-site
+2y experience
Client acquisition and relationship cultivation
Goals-based financial planning and advice
Deep understanding of financial markets
The role involves offering comprehensive financial planning and personalized investment solutions to individuals and families ranging from new savers to those with significant wealth
5 days ago
J.p. Morgan Wealth Management - Private Client Investment Associate - Huntington, Ny
JPMorgan Chase & Co.
Huntington, NY, United States
Not specified; not specified; not specified
**
Client relationship management
Operational request processing
Investment trade facilitation
The role involves representing the J.P. Morgan brand and interacting with clients to offer the best investment solutions for their financial needs
5 days ago
J.p. Morgan Wealth Management – Private Client Advisor - Commack, Ny
JPMorgan Chase & Co.
Commack, NY, United States
Not specified; not specified; not specified
On-site
+2y experience
Client acquisition and cultivation
Relationship management skills
Goals-based planning and advice
The role involves offering comprehensive financial planning and advice to individuals and families ranging from new savers to those with significant wealth
5 days ago
J.p. Morgan Wealth Management – Private Client Advisor - Selden, Ny
JPMorgan Chase
Selden, NY, United States
Not specified; not specified; not specified
On-site
+2y experience
Client acquisition and relationship cultivation
Goals-based financial planning and advice
Deep understanding of financial markets
The role involves offering comprehensive financial planning and personalized investment solutions to a diverse range of clients
5 days ago
J.p. Morgan Wealth Management – Private Client Advisor - Hauppauge, Ny
JPMorgan Chase
Hauppauge, NY, United States
Not specified; not specified; not specified
**
+2y experience
Client acquisition and relationship cultivation
Goals-based financial planning and advice
Deep understanding of financial markets
The role involves offering comprehensive financial planning and personalized investment solutions to a diverse range of clients
5 days ago
J.p. Morgan Wealth Management - Private Client Investment Associate - Huntington, Ny
J.P. Morgan Chase
Huntington, NY, United States
Not specified; not specified; not specified
On-site
Client relationship building
Operational request processing
Investment trade facilitation
The role involves providing client service, operational marketing, and administrative support to Private Client Advisors within Wealth Management
5 days ago
J.p. Morgan Wealth Management – Private Client Advisor - Commack, Ny
JPMorgan Chase
Commack, NY, United States
Not specified; not specified; not specified
On-site
+2y experience
Client acquisition and cultivation
Relationship management skills
Holistic financial coaching
The role involves offering comprehensive financial planning and personalized investment solutions to a diverse range of clients from new savers to those with significant wealth
5 days ago
Merrill Financial Solutions Advisor (partially Licensed)- Southern Connecticut Market
Bank of America Merrill Lynch
Stamford, CT, United States
Full time
Base: $36.06 - $40.87 hourly; bonus/equity: formul...
+4y experience
Finra securities industry essentials (sie) license
4+ years progressive professional experience
2+ years investments industry experience
This role involves working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their life goals
8 days ago
Merrill Financial Solutions Advisor (partially Licensed)- Southern Connecticut Market
Bank of America
Stamford, CT, United States
Full time
Base: $36.06 - $40.87 hourly; bonus/equity: formul...
+4y experience
Finra sie license holder
4+ years professional experience
2+ years investments industry experience
This role involves working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their goals
8 days ago
Financial Advisor - Branford, Connecticut
TD Bank Group
Branford, Connecticut, United States of America
Full time
Base: $72,280 - $108,160 usd; bonus/equity: variab...
+2y experience
Investment sales experience required
Client discovery and financial needs analysis
Annual client review execution
The role involves providing financial planning guidance and selling investment management solutions to TD Wealth clients
9 days ago
Financial Advisor - Branford, Connecticut
TD
Branford, Connecticut, United States of America
Full time
Base: $72,280 - $108,160 usd; bonus/equity: variab...
+2y experience
Investment sales experience required
Client discovery and financial needs analysis
Annual client review (acr) execution
This role serves as the central point of contact for TD Wealth clients, responsible for delivering comprehensive financial planning and investment recommendations
9 days ago
Financial Advisor - Branford, Connecticut
TD Bank
Branford, Connecticut, United States of America
Full time
Base: $72,280 - $108,160 usd; bonus/equity: variab...
+2y experience
Consultative sales experience required
Managing client relationships and portfolios
Conducting annual client reviews and needs analysis
The role is a three-year program with a forgivable draw designed for advisors providing financial planning guidance and selling investment management solutions
9 days ago
Financial Advisor - Branford, Connecticut
TD Ameritrade
Branford, Connecticut, United States of America
Full time
Base: $72,280 - $108,160 usd; bonus/equity: variab...
+2y experience
Consultative sales experience required
Managing client relationships and portfolios
Conducting annual client reviews and needs analysis
The role involves a three-year program with a forgivable draw for financial advisors providing guidance on complex client needs
9 days ago
Merrill Financial Solutions Advisor (partially Licensed)- Southern Connecticut Market
Merrill Wealth Management
Stamford, CT, United States
Full time
Base: $36.06 - $40.87 hourly; bonus/equity: formul...
+4y experience
Series 7 and 66 license acquisition
4+ years progressive professional experience
2+ years investments industry experience
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
9 days ago
Financial Solutions Advisor Registration Candidate - Central Long Island Market
Bank of America (GHR)
Melville, NY, United States
Full time
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship cultivation
Financial planning and goal setting
Risk mitigation and control
The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
11 days ago
Financial Advisor-centralized
M&T Bank
Bridgeport, Connecticut, United States
Full time
Base: $75,900.00 - $126,500.00 usd; bonus/equity: ...
+2y experience
Investment and insurance sales experience
Client needs analysis and solution delivery
Regulatory compliance with bsa aml kyc
The role serves as an advisor providing advice-based financial solutions to a centralized book of business within the mass affluent segment
12 days ago
Merrill Advisor Development Program - Financial Advisor: Long Island East Market
Bank of America
Melville, NY, US
Full time
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
Series 7 & 66 licenses required
One year financial services experience
Investment products knowledge
The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor within wealth management
13 days ago
Financial Advisor-centralized
M&T Bank
Bridgeport, Connecticut, United States of America
Full time
Base: $75,900.00 - $126,500.00 usd; bonus/equity: ...
+2y experience
Investment and insurance sales experience
Mass affluent customer segment focus
Regulatory compliance and best interest standards
The role serves as an advisor providing advice-based financial solutions to a centralized book of smaller, less complex accounts within the mass affluent segment
14 days ago
Merrill Advisor Development Program - Financial Advisor: Long Island East Market
Merrill Wealth Management / Bank of America
Melville, NY, US
Full time
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product recommendations
The role involves developing a book of business by identifying needs and delivering comprehensive financial recommendations to high-net-worth individuals
14 days ago
Financial Solutions Advisor - Eastern Long Island Market (bi-lingual Spanish Required)
Bank of America
Hampton Bays, NY, US
Full time
Base: $65,000.00 - $80,000.00 annualized; bonus: f...
Series 7 and series 66 licenses required
Bi-lingual spanish language skills
One year investments industry experience
14 days ago

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Financial Advisor in Bridgeport

Financial Solutions Advisor - Eastern Long Island Market (bi-lingual Spanish Required)

Financial Solutions Advisor Registration Candidate - Central Long Island Market

Merrill Financial Solutions Advisor (partially Licensed)- Southern Connecticut Market

Financial Professional - Ny, Melville (5251)

J.p. Morgan Wealth Management – Private Client Advisor - Selden, Ny

J.p. Morgan Wealth Management – Private Client Advisor - Hauppauge, Ny

J.p. Morgan Wealth Management - Private Client Investment Associate - Huntington, Ny

J.p. Morgan Wealth Management – Private Client Advisor - Commack, Ny

J.p. Morgan Wealth Management – Private Client Advisor - Selden, Ny

J.p. Morgan Wealth Management – Private Client Advisor - Hauppauge, Ny

J.p. Morgan Wealth Management - Private Client Investment Associate - Huntington, Ny

J.p. Morgan Wealth Management – Private Client Advisor - Commack, Ny

Merrill Financial Solutions Advisor (partially Licensed)- Southern Connecticut Market

Merrill Financial Solutions Advisor (partially Licensed)- Southern Connecticut Market

Financial Advisor - Branford, Connecticut

Financial Advisor - Branford, Connecticut

Financial Advisor - Branford, Connecticut

Financial Advisor - Branford, Connecticut

Merrill Financial Solutions Advisor (partially Licensed)- Southern Connecticut Market

Financial Solutions Advisor Registration Candidate - Central Long Island Market

Financial Advisor-centralized

Merrill Advisor Development Program - Financial Advisor: Long Island East Market

Financial Advisor-centralized

Merrill Advisor Development Program - Financial Advisor: Long Island East Market

Financial Solutions Advisor - Eastern Long Island Market (bi-lingual Spanish Required)