Top 211 Level financial advisor Jobs in Danbury, Ct

Financial Literacy Coordinator
University of Bridgeport —Bridgeport, CT
- Full-time
- Computer literacy
- Mid-level
- Finance
- Health insurance
- Dental insurance
Associate
AllianceBernstein —Stamford, CT
- $80,000 - $86,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid holidays
Staff Accountant
Saxe Doernberger & Vita, P.C. —Trumbull, CT
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Assistant Professor- Field Practicum Coordinator
University of Bridgeport —Bridgeport, CT
- Full-time
- Remote
- 5 years
- Writing skills
- University
- Health insurance
- Dental insurance
Client Service Manager
Gallagher —Danbury, CT
- Full-time
- High school diploma or GED
- Supervising experience
- Bachelor's degree
- Paid parental leave
- Health savings account
Manager, Client Service
Bridgewater Associates —Westport, CT
- $220,000 - $400,000 a year
- 5 years
- Writing skills
- Office
Financial Solutions Advisor - Wilton Financial Center
Bank of America —Wilton, CT
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Tax Associate – TurboTax Store
Intuit —Norwalk, CT
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Professional – Retail
Intuit —Norwalk, CT
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Professional - TurboTax Store
Intuit —Norwalk, CT
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Professional – Retail
Intuit —Stamford, CT
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Account Management Associate
Tradition Energy —Stamford, CT
- $60,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
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
Recruiter / Account Manager - Technology
CFS —Stamford, CT
- $65,000 - $100,000 a year
- Mid-level
- 2 years
- Commuter assistance
- Paid holidays
10d
CNO Financial Advisor - Hybrid Remote (CT)
CNO Financial Group, Inc. —Danbury, CT
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Relationship Advisor
Hudson Valley Credit Union —Mahopac, NY
- $20.96 - $25.39 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Loan repayment program
Sales Development Representative (FinTech Sales)
RightCapital —Shelton, CT
- $54,000 - $62,000 a year
- 8 hour shift
- Hybrid work
- Marketing
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
3d
Financial Services Professional - Hybrid Remote (CT)
Bankers Life —Milford, CT
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Tax Accountant – Retail Location
Intuit —Stamford, CT
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Accountant – Retail Location
Intuit —Norwalk, CT
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program

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level financial advisor jobs near danbury, ct

Financial Literacy Coordinator

University of Bridgeport -
Bridgeport, CT

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Job Details

Full-time

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Work from home
Vision insurance
401(k) matching
Flexible schedule
Life insurance
Pet insurance

Qualifications

Program development
Computer literacy
Training

Full Job Description

Description

The mission of The University of Bridgeport is to promote academic excellence, personal responsibility, and commitment to service. Distinctive curricula in an international, culturally diverse supportive learning environment prepare graduates for life and leadership in an increasingly interconnected world.

Position Description Summary/Purpose:

A Financial Aid Literacy Counselor is responsible for assisting students in navigating the financial aid process, understanding available resources, and making informed decisions about their financial responsibilities. This grant funded position plays a vital role in empowering students to make informed financial decisions during their academic journey and beyond. The goal is to support students in achieving financial well-being and success.

Essential Job Functions/Primary Responsibilities:

(The essential functions or duties listed below are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.)

Student Counseling through one-on-one financial counseling sessions for students to address their individual financial concerns and goals. Assist students in developing personalized financial plans based on their academic and career goals.
Budgeting and Financial Planning support for students by creating and maintaining budgets to effectively manage their expenses during their academic journey.
Offer practical tips and tools for budgeting, saving, and financial planning. Guide students in creating and maintaining budgets to effectively manage their expenses during their academic journey. Offer practical tips and tools for budgeting, saving, and financial planning. Guide students in creating and maintaining budgets to effectively manage their expenses during their academic journey. Offer practical tips and tools for budgeting, saving, and financial planning.
Provide information on student loan options, terms, and repayment plans. Conduct loan counseling sessions to help students understand the implications of borrowing and manage their student loan debt responsibly.
Resource referral for students by connecting them with relevant resources, including scholarships, grants, and financial assistance programs and by providing information on external financial literacy resources and tools.

Other Functions:

Establish Financial Literacy Workshops and Seminars for specific student groups, such as first-year students, international students, or those entering specific academic programs.
Policy Compliance through staying informed about federal, state and institutional financial aid policies and regulations.
Assists other financial aid department staff as needed to promote a team effort. Assist students in navigating the financial aid application process, including completing forms such as the FAFSA (Free Application for Federal Student Aid). Explain financial aid eligibility criteria, award letters, and other related topics.
Collaborate with other offices such as Bursar, Advancement, and Admissions offices. Work closely with academic advisors, career counselors, and other campus departments to address the intersection of academic and financial goals. Collaborate with student organizations to promote financial literacy initiatives.
Maintain accurate records of student interactions, counseling sessions, and workshop attendance. Generate reports on the impact and effectiveness of financial literacy programs.
Continuous Professional Development by staying updated on changes in financial aid policies, regulations and best practices.
Performs similar or related work as required, directed or as situation dictates.

Qualifications

Knowledge, Ability and Skill:

Demonstrated commitment to developing and fostering best practices and policies to promote diversity, equity, and inclusion, and build an environment in which all members of the University community are treated with respect and dignity.
Comfortable with basic computer skills including MS software such as Word, Excel and PowerPoint.
Strong written and verbal skills to communicate on a one-on-one, team, and presentation level capacity.
Knowledge of financial literacy and counseling issues as well as budgeting/debt reduction, problem-solving and intervention strategies.
Knowledge and understanding of applicable federal rules and regulations.
Skill in interpreting and effectively communicating rules and regulations to a diverse audience, both in one-on-one sessions and group presentations
Ability to work with diverse academic, cultural and ethnic backgrounds of students and staff.
Ability to maintain confidentiality of sensitive data.

Minimum Required Qualifications:

Bachelor’s degree in Business, Finance, Education, Social Sciences or related field
A least 2 years’ experience developing and implementing financial education and instruction for post-secondary students.
Experience with administering student loans relating to grace periods, repayment, and interest rates helpful.
Familiarity with Internet Websites such as the National Student Loan Data System for tracking status of student loans and research purposes and online resources of financial literacy models

Full-Time Employee Benefits:

Medical Insurance
Dental Insurance
Vision Insurance
Pet Insurance
401k employer match
Employee & dependent life insurance
Great tuition benefits for employee, spouse & dependents
PTO program

(This job description does not constitute an employment agreement between The University of Bridgeport and employee. It is used as a guide for personnel actions and is subject to change by the employer as the needs of the employer and requirements of the job change.)

The University of Bridgeport provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. The University of Bridgeport complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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Refine Your Search

level financial advisor jobs in danbury, ct

Financial Literacy Coordinator

Associate

Staff Accountant

Assistant Professor- Field Practicum Coordinator

Client Service Manager

Manager, Client Service

Financial Solutions Advisor - Wilton Financial Center

Tax Associate – TurboTax Store

Tax Professional – Retail

Tax Professional - TurboTax Store

Tax Professional – Retail

Account Management Associate

CNO Financial Advisor - Hybrid Remote (CT)

Recruiter / Account Manager - Technology

CNO Financial Advisor - Hybrid Remote (CT)

Relationship Advisor

Sales Development Representative (FinTech Sales)

Financial Services Professional - Hybrid Remote (CT)

Tax Accountant – Retail Location

Tax Accountant – Retail Location

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