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Financial Advisor Jobs in Greenwich

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

78 of 78 jobsSearch Financial Advisor jobs in Greenwich

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

Stamford, CT

Position Summary 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...

10 hours ago

Tax Senior Manager - Invest Mgmt - 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...

1 day 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"...

2 days ago

Financial Representative Trainee - Braintree, MA

Elmwood, 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...

9 hours ago

Financial Services Professional - Hybrid Remote (MA)

Middleboro, MA

Bankers Life, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a...

3 hours ago

Financial Advisor

New York , New York
USD

Financial Professional Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If yes, consider becoming an insurance agent to drive positive impact in the lives of families every...

18 hours 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...

2 days 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...

8 hours ago

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

Stamford, CT

Position Summary 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...

16 hours ago

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

Stamford, CT

Position Summary 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,...

16 hours ago

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

Stamford, 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...

17 hours ago

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

Stamford, CT

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 (banking, asset...

8 hours ago

Tax Senior - Investment Management - Private Wealth (East Coast 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...

16 hours ago

Tax Senior Manager - Private Equity (East Region City Locations)

Stamford, CT

Partnership agreements. Aggregate allocations. Deferral techniques. Consulting for major players. Does this describe your background? If you're a senior leader who wants to play in the big pond and have a solid understanding of Subchapter K,...

1 day ago

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

Stamford, 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

Tax Manager-Investment Management - Private Equity (East Region 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, leading and mentoring teams, and advising on important tax and business issues? If you're a leader who wants...

1 day ago

Tax 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...

1 day ago

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

Stamford, CT

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 federal tax...

1 day ago

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

Stamford, CT

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 developing client...

1 day ago

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

Stamford, CT

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 challenge and a very...

1 day 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...

2 days 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...

2 days 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"...

2 days 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...

2 days ago

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

Stamford, CT

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 very fast-paced...

2 days 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...

2 days 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...

2 days 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"...

2 days 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...

2 days 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...

2 days 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...

2 days ago

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

Stamford, CT

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 challenge and a very...

2 days 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...

3 days ago

Relationship Banker - Gedney - White Plains, NY

White Plains, 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...

16 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...

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...

2 days ago

J.P. Morgan Wealth Management - Private Client Advisor -Bronxville, Larchmont, & Scarsdale, NY

Bronxville, NY
$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

Relationship Banker - Quaker Ridge - New Rochelle, NY

New Rochelle, NY
$25 -$30.29

JobID: 210504282 Category: Relationship Bankers JobSchedule: Full time Posted Date: 2024-03-29T20:00:31+00:00 JobShift Base Pay/Salary: New Rochelle,NY $25.00-$30.29 You have a passion for helping customers, building relationships, and delivering...

5 days ago

Relationship Banker - Nyack N Broadway - Nyack, NY

Nyack, 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...

6 days ago

Advisor, Financial Operations - Digital Financial Modeling

Great Neck, NY
$105,400 -$183,000/year

Req Number 121564 Department Overview Financial Modeling: Utilize advanced financial modeling techniques to analyze digital investments, projects, and initiatives. Develop financial models to assess the feasibility, ROI, and cost-effectiveness of...

6 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...

1 hour ago

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

Plainview, 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...

8 hours ago

Wealth Management Associate - NY, Woodbury (6004)

Melville, NY

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...

16 hours ago

Relationship Banker - Woodbury Rd & W Gate - Plainview, NY

Plainview, NY
$25 -$30.29

JobID: 210511191 Category: Relationship Bankers JobSchedule: Full time Posted Date: 2024-04-19T10:28:15+00:00 JobShift Base Pay/Salary: Plainview,NY $25.00-$30.29 You have a passion for helping customers, building relationships, and delivering...

1 day 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...

1 hour 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...

1 hour ago

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

Commack, 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...

1 day ago

Relationship Banker - LI Northwest Market - Garden City, NY

Garden City, 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...

2 days ago

Registered Wealth Management Client Associate

Garden City, NY

Registered Wealth Management Client Associate Garden City, New York 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...

2 days ago

Merrill Experienced Financial Advisor

Garden City, NY

Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio;...

2 days ago

Financial Advisor - Teachers Federal Credit Union

Bethpage, NY
$50,000 - $80,000

Financial Advisor - Teachers Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage...

1 hour ago

Wealth Management Client Associate

Paramus, NJ

Wealth Management Client Associate Paramus, New Jersey 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...

8 hours ago

Relationship Banker - Long Island Central - East Meadow, NY

East Meadow, NY
$25 -$30.29

JobID: 210511185 Category: Relationship Bankers JobSchedule: Full time Posted Date: 2024-04-19T10:23:50+00:00 JobShift Base Pay/Salary: East Meadow,NY $25.00-$30.29 You have a passion for helping customers, building relationships, and delivering...

1 day ago

Relationship Banker-Bergen East Market-Paramus NJ

Paramus, NJ
$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...

4 days ago

Wealth Management Specialist NR

Paramus, NJ

Job Description Business Overview Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of...

6 days ago

Wealth Management Associate - NJ, Saddle Brook (5007)

Saddle Brook, NJ

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...

1 day ago

J.P. Morgan Wealth Management - Family Engagement and Governance - Executive Director

New York, NY, USA
$190,000 - $275,000/year

Key Responsibilities The Family Engagement and Governance Executive Director is a process consulting role focused on taking an interdisciplinary, evidence-based approach collaborating with individuals and families to address the qualitative...

8 hours ago

J.P. Morgan Wealth Management - Market Director of Wealth - Queens, NY

Jamaica, NY
$146,800 -$225,000

JobID: 210506649 Category: Branch Field Management JobSchedule: Full time Posted Date: 2024-04-04T16:58:41+00:00 JobShift Base Pay/Salary: Queens,NY $146,800.00-$225,000.00 At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking...

1 day ago

JPMorgan Wealth Management - Private Client Advisor - Queens, NY

Jamaica, NY
$62,400 - $62,400

JobID: 210506397 Category: Advisors JobSchedule: Full time Posted Date: 2024-04-03T20:02:59+00:00 JobShift Base Pay/Salary: Queens, NY $62,400.00 - $62,400.00 At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our...

1 day ago

Tax Senior - Sustainability, Climate & Equity - Renewable Energy

New York, NY, USA

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...

1 day ago

Private Client Financial Advisor - Borough Park - Brooklyn, NY

New York, NY, USA

Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by...

1 day ago

J.P. Morgan Wealth Management - Private Client Advisor - Lower Midtown West Manhattan, NY (Times Squ

New York, NY, USA
$62,400 -$100,000

JobID: 210510937 Category: Advisors JobSchedule: Full time Posted Date: 2024-04-19T15:46:09+00:00 JobShift Base Pay/Salary: New York, NY $62,400.00-$100,000.00 At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our...

1 day ago

Tax Senior, Credits & Incentives

New York, NY, USA

Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more than 150 countries and regions worldwide. With over 1,000 practitioners, the Gi3 tax...

2 days ago

Corporate Accounting Vice President

New York, NY, USA

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through?a wide variety of alternative...

2 days ago

Billing AR Manager

New York, NY, USA
$120,000 - $140,000

WHO ARE WE? There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it's imperative that every worker has access to and...

2 days ago

Financial Advisor - Bethpage Federal Credit Union

Jamaica, NY
$50,000 - $80,000

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 Bethpage Federal Credit Union in Queens, NY would allow...

2 days ago

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

New York, NY, USA

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...

2 days ago

J.P. Morgan Wealth Management - Private Client Advisor - Midtown Manhattan - New York, NY (390 Madis

New York, NY, USA
$62,400 -$100,000

JobID: 210483840 Category: Advisors JobSchedule: Full time Posted Date: 2024-01-23T17:32:25+00:00 JobShift Base Pay/Salary: New York, NY $62,400.00-$100,000.00 At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our...

3 days ago

Tax Senior Manager - DART (Depreciation Analysis and Reporting Tool)

New York, NY, USA

Do you have excellent tax compliance skills and a strong desire to join a cutting-edge team? Do you like working to help companies achieve their tax objectives and their individual risk profiles? Do you have a passion for a unique and challenging...

4 days ago

Tax Senior-Federal Tax Svcs-DART (Depreciation Analysis and Reporting Tool)

New York, NY, USA

Position Summary Do you have excellent tax compliance and consulting skills and a strong desire to join a cutting-edge and innovative tax team? Do you like working to help companies achieve their tax objectives? Do you have a passion for a unique and...

4 days ago

JPMorgan Wealth Management - Private Client Advisor - New York, NY- Financial District

New York, NY, USA
$62,400 -$100,000

JobID: 210484380 Category: Advisors JobSchedule: Full time Posted Date: 2024-01-24T19:44:04+00:00 JobShift Base Pay/Salary: New York, NY $62,400.00-$100,000.00 At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our...

4 days ago

Tax Manager - Business Tax Services - Tax Exempt

New York, NY, USA

Position Summary Does working with tax-exempt organizations peak your interest? Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you enjoy providing federal tax compliance and consulting...

4 days ago

Relationship Banker - Union Square West - New York, NY

New York, NY, USA
$25 -$30.29

JobID: 210514282 Category: Relationship Bankers JobSchedule: Full time Posted Date: 2024-05-01T15:54:55+00:00 JobShift: Day Base Pay/Salary: New York,NY $25.00-$30.29 You have a passion for helping customers, building relationships, and delivering...

4 days ago

Private Client Financial Advisor - Lower Manhattan, NYC

New York, NY, USA

Description Citizens Securities, Inc. is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of...

5 days ago

Asset & Wealth Management, Public, ETF Strategy & Development, Vice President, New York

New York, NY, USA
$2

GOLDMAN SACHS ASSET MANAGEMENT A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2...

6 days ago

Asset & Wealth Management, Fixed Income, Municipal Research, Associate

New York, NY, USA
$2

Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2...

6 days ago

Financial Advisor - Alliant Credit Union

New York, NY, USA

Financial Advisor - Alliant Credit Union 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 Alliant Credit...

6 days ago

Head of Business Governance, MassMutual Wealth Management

New York, NY, USA
$210,000 - $290,000

The Opportunity The Wealth Management business is a key area of focus for MassMutual and we are growing and expanding capabilities for our Financial Advisor salesforce of ~7,000 advisors. The Head of Business Governance will lead efforts to identify...

6 days ago

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