Top 628 Investment 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
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Stamford, CT
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
External Wholesaler
Janus Henderson —Darien, CT
- $100,000 a year
- Hybrid work
- Microsoft Word
- 5 years
- Computer literacy
- Health insurance
- Parental leave
3d
Associate Advisor
Forgent —Fairfield, CT
- $120,000 - $160,000 a year
- Full-time
- Office
- 3 years
- Presentation skills
- Profit sharing
- Health insurance
Quick Apply
Financial Data Analyst
IDOC LLC —Connecticut
- Full-time
- Remote
- Microsoft Outlook
- Finance
- SQL
Quick Apply
Actuarial Consulting Director, Pricing
CNA Insurance —Glastonbury, CT
- $155,000 - $220,500 a year
- Full-time
- Hybrid work
- Senior level
- Commercial
- 10 years
Manager, Actuarial
SageSure —Cheshire, CT
- 5 years
- Office
- SQL
Quick Apply
Financial Advisor/Financial Representative (Marketing, Licensing and Training provided)
Certified Financial Services, LLC —Farmington, CT
- $24,000 - $750,000 a year
- Full-time
- Bachelor's degree
- Financial services
- In-person
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Ameriprise Financial —Glastonbury, CT
- Full-time
- Mid-level
- Office
- Financial services
Business Planner
ASML —Wilton, CT
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Local
Project Engineer
Trumpf —Farmington, CT
- Full-time
- Engineering
- Mid-level
- Analysis skills
CNO Financial Advisor - Hybrid Remote (CT)
CNO Financial Group, Inc. —Milford, CT
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Investment Real Estate Agent
Horvath & Tremblay —Shelton, CT
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
Financial Analyst - AI Trainer
DataAnnotation —Hartford, CT
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Master's degree
- Bachelor's degree
Quick Apply
Investment Counselor - Outside Sales
David Lerner Associates —Westport, CT
- From $5,000 a month
- Full-time
- Mid-level
- In-person
- 2 years
- Paid training
- Health insurance
Quick Apply
3d
Wealth Management Trainee (CT)
Bankers Life —Fairfield, CT
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Licensed Real Estate Agent All Leads Provided
Z&M Luxury Investments —Suffield, CT
- From $80,000 a year
- Temporary
- Mid-level
- Real Estate License
- Driver's License
- Professional development assistance
- Flexible schedule
Quick Apply
Private Equity District Manager
ADP —Milford, CT
- $56,100 - $121,500 a year
- Full-time
- 5 years
- Master's degree
- Bachelor's degree
- Wellness program
- Disability insurance
Commercial Lines Underwriter
WAHVE —Stamford, CT
- Part-time
- Remote
- Senior level
- Commercial
- Health insurance
- 401(k)
5d
Financial Advisor Career Changer
Northwestern Mutual - Fairfield County —Bridgeport, CT
- $64,000 - $85,000 a year
- Full-time
- Hybrid work
- 7 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply

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investment jobs near connecticut

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
401(k)
Tuition reimbursement
Adoption assistance
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

Town of Stamford, CT

Requisition ID 2026-123311 Category Financial Planning Position type Regular Pay range USD $120,000.00 - $174,000.00 / Year Application deadline 2026-07-28

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 aWealth Advisor,you’llmanage ongoing client relationships, deliver holistic financial planning, andprovidetailored investment guidance aligned to Schwab’s approach to investing.You’llcollaborate 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

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

investment jobs in connecticut

Wealth Advisor, Schwab Wealth Advisory

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

External Wholesaler

Associate Advisor

Financial Data Analyst

Actuarial Consulting Director, Pricing

Manager, Actuarial

Financial Advisor/Financial Representative (Marketing, Licensing and Training provided)

Financial Advisor

Business Planner

Project Engineer

CNO Financial Advisor - Hybrid Remote (CT)

Investment Real Estate Agent

Financial Analyst - AI Trainer

Investment Counselor - Outside Sales

Wealth Management Trainee (CT)

Licensed Real Estate Agent All Leads Provided

Private Equity District Manager

Commercial Lines Underwriter

Financial Advisor Career Changer

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What’s in it for you

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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