Top 1018 Financial Jobs in Connecticut

Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Stamford, CT
- $120,000 - $174,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
FBI Special Agent: CPA/Accounting/Finance Expertise
Federal Bureau of Investigation —New Haven, CT
- $103,263 - $133,200 a year
- Full-time
- Doctoral degree
- CPA
- Master's degree
14d
Accounting Analyst, Investments
Robert Half —Farmington, CT
- $90,000 - $110,000 a year
- Email
- Hybrid work
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Special Agent: Accounting/Finance Background
Federal Bureau of Investigation —New Haven, CT
- $103,236 - $133,200 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
14d
Business Manager
Robert Half —Moodus, CT
- $115,000 - $127,000 a year
- Email
- School experience
- Mid-level
- Office
- 403(b) matching
- Disability insurance
Quick Apply
5d
Corporate Development Analyst
CFS —Norwalk, CT
- Up to $110,000 a year
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Tuition reimbursement
6d
Corporate Card Payment Lead - Hybrid
The Cigna Group —Bloomfield, CT
- $95,200 - $158,600 a year
- Online Application
- Microsoft Excel
- 5 years
- Finance
- Paid holidays
- Health insurance
5d
Financial Analyst
Vernon Public Schools —Vernon, CT
- $70,000 - $80,000 a year
- Online Application
- Office
- Finance
- Bachelor's degree
Credit Analyst
The Travelers Companies, Inc. —Hartford, CT
- $99,100 - $163,400 a year
- Hybrid work
- 5 years
- Mid-level
- Finance
- Wellness program
- Paid holidays
12d
Cigna Pharmacy Risk & Underwriting Lead Analyst (Hybrid)
The Cigna Group —Bloomfield, CT
- $76,000 - $126,600 a year
- Online Application
- Mid-level
- SQL
- Bachelor's degree
- Paid holidays
- Health insurance
Financial Analyst
Town of Vernon —Vernon, CT
- $70,000 - $80,000 a year
- Online Application
- Office
- Finance
- Bachelor's degree
Financial Data Analyst
IDOC LLC —Connecticut
- Full-time
- Remote
- Microsoft Outlook
- Finance
- SQL
Quick Apply
Investment Research Analyst
Progressive —Stamford, CT
- $160,000 - $190,000 a year
- Sales
- Research
- Master's degree
- Health savings account
- Disability insurance
Virtual Personal Banker
FIREFIGHTERS FIRST CREDIT UNION —Hartford, CT
- $58,557 - $65,063 a year
- Urgently hiring
- Remote
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
Manager, Corporate Development
CVS Health —Hartford, CT
- $101,970 - $203,940 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Travel
- Health insurance
- Dental insurance
Assistant Director of Student Financial Services
Yale University —New Haven, CT
- $65,000 - $101,000 a year
- Weekends as needed
- Background check
- Microsoft Excel
- Microsoft Outlook
Associate CLO Research Analyst - Hybrid
Symetra —Farmington, CT
- $117,000 - $156,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Paid holidays
- 401(k)
BUSINESS MANAGER
Wallingford Public Schools —Wallingford, CT
- $150,000 - $170,000 a year
- Online Application
- School experience
- 5 years
- Bachelor of Science
- Mileage reimbursement
13d
Manager - Enterprise Pricing
CVS Health —Connecticut
- $54,300 - $145,860 a year
- Full-time
- Remote
- 5 years
- Finance
- Analysis skills
- Health insurance
- Dental insurance
5d
2027 Eaton Partners Project Management/Execution Summer Analyst - Stamford
Stifel —Stamford, CT
- $110,000 a year
- Temporary
- Office
- Analysis skills
- Accounting
- Dental insurance
- Flexible spending account

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Wealth Advisor, Schwab Wealth Advisory

Charles Schwab -
Stamford, CT

Apply Now

Job Details

$120,000 - $174,000 a year

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer relationship building
Series 66
Series 7
Schedule management
Bachelor's degree
Portfolio management advisory services
Financial concepts
Financial goal setting advisory services
FINRA License
Experience practicing in the securities industry

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on.
Time Management: Ability to prioritize client meetings, planning work, and follow‑through while clearly setting expectations, timelines, and next steps with clients and partners.

Financial Planning: Applies financial planning principles and communicates recommendations in a way that aligns portfolios to client goals, risk tolerance, and long‑term outcomes.
Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Self‑Awareness: Demonstrates awareness of strengths and limitations, communicates questions or concerns early, and escalates appropriately to serve clients well.

Additional Requirements

Bachelor’s degree
Active FINRA Series 7 license
May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire.
Active FINRA Series 66 license (or equivalent)
May be obtained within the first 120 days

Preferred Qualifications

CFP® or CFA®

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

financial jobs in connecticut

Wealth Advisor, Schwab Wealth Advisory

FBI Special Agent: CPA/Accounting/Finance Expertise

Accounting Analyst, Investments

Special Agent: Accounting/Finance Background

Business Manager

Corporate Development Analyst

Corporate Card Payment Lead - Hybrid

Financial Analyst

Credit Analyst

Cigna Pharmacy Risk & Underwriting Lead Analyst (Hybrid)

Financial Analyst

Financial Data Analyst

Investment Research Analyst

Virtual Personal Banker

Manager, Corporate Development

Assistant Director of Student Financial Services

Associate CLO Research Analyst - Hybrid

BUSINESS MANAGER

Manager - Enterprise Pricing

2027 Eaton Partners Project Management/Execution Summer Analyst - Stamford

I want to receive the latest job alert for financial in connecticut

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