Investment Counselor Jobs in Westport, CT | Glassdoor
  • All Jobs (82)

Investment Counselor Jobs in Westport, CT

  • 3.7
    Lenox Advisors – Stamford, CT
    7 days ago 7d
    within the community. Developed knowledge of insurance and investment solutions. Minimum two to five years of experience in sales…
  • 3.7
    Edward Jones – Norwalk, CT
    15 days ago 15d
    , wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment representative, branch… is the role of a Financial Advisor? Deliver personalized investment solutions to help clients work toward their long-term financial…
  • 3.8
    Fidelity Investments – Stamford, CT
    5 days ago 5d
    incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service… Exceptional knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies by leveraging…
  • 4.4
    Linium Recruiting – Purchase, NY
    NEW
    Our client, a major International Investment Bank, is seeking a WM Privacy Officer. The Privacy Officer will be responsible for…
  • 3.5
    Bank of America – Westport, CT
    NEW
    with existing and prospective clients, review investment goals, prepare investment recommendations that align with client goals,… leading provider of comprehensive wealth man agement and investment products and services for individuals and businesses. With…
  • 3.7
    Edward Jones – Norwalk, CT
    NEW
    , wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment representative, branch… is the role of a Financial Advisor? Deliver personalized investment solutions to help clients work toward their long-term financial…
  • 3.5
    Bank of America – Westport, CT
    21 days ago 21d
    a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With… retirement, education, legacy, and other life goals through investment advice and guidance. Merrill Lynch’s financial advisors help…
  • 3.4
    Aon – Norwalk, CT
    NEW
    across broad investment issues Has a good grasp on U.S. Investment Consulting’s policy positions and investment views across… solutions as part of our Investment Consulting business group within Aon Hewitt, in Norwalk, CT. The Investment Consultant 2 uses…
  • 3.7
    Morgan Stanley – Fairfield, CT
    5 days ago 5d
    have the opportunity to provide clients with exceptional investment advice to help them reach their financial goals, while at… Production, Client Acquisition & Coaching: Here FAAs learn investment management skills; participate in weekly coaching meetings…
  • 3.7
    Edward Jones – Norwalk, CT
    Est. Salary $42k-$63k
    NEW
    , wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment representative, branch… is the role of a Financial Advisor? Deliver personalized investment solutions to help clients work toward their long-term financial…
  • 3.6
    Nielsen – Wilton, CT
    Est. Salary $86k-$126k
    5 days ago 5d
    Oil of Olay, Miller Lite, Coca Cola and Tide. What do they all have in common? They are all national brands for…
  • 3.5
    Bank of America – Westport, CT
    21 days ago 21d
    a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With… retirement, education, legacy, and other life goals through investment advice and guidance. Merrill Lynch’s financial advisors help…
  • 3.4
    Aon – Norwalk, CT
    NEW
    across broad investment issues Has a good grasp on U.S. Investment Consulting’s policy positions and investment views across… solutions as part of our Investment Consulting business group within Aon Hewitt, in Norwalk, CT. The Investment Consultant 2 uses…
  • 3.9
    Mutual of Omaha – Trumbull, CT
    EASY APPLY
    27 days ago 27d
    accumulation goals by offering them a wide range of insurance and investment products. Getting started the right way is important to success… is one of the main keys to success. You’re going to need to invest a lot of energy into connecting with lots of different people…
  • 3.9
    Penn Mutual – Wilton, CT
    21 days ago 21d
    securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), an SEC registered investment adviser,…
  • 3.5
    Bank of America – Westport, CT
    26 days ago 26d
    with existing and prospective clients, review investment goals, prepare investment recommendations that align with client goals,… a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With…
  • 3.7
    Morgan Stanley – Purchase, NY
    NEW
    The Talent Management Group drives the overall field strategy relative to the sourcing, selection, and development of…
  • 3.8
    Deloitte – Stamford, CT
    NEW
    Planning team does not provide tax compliance services, legal or investment advice, nor does it provide advice and analysis concerning… securities. However, a general understanding of tax concepts, investment and/or insurance vehicles would be advantageous in the understanding…
  • 3.6
    JPMorgan Chase & Co. – White Plains, NY
    NEW
    trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business… clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most…
  • 3.5
    UBS – White Plains, NY
    Est. Salary $39k-$63k
    Today 10hr
    Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide…
  • 3.7
    Morgan Stanley – Purchase, NY
    Today 4hr
    guardianship Strong understanding of investing, markets, investments and investment strategies Strong understanding of portfolio… a customer’s investment account or portfolio are inconsistent with a customer’s stated risk tolerance, investment objectives, investment…
  • 3.8
    Fidelity Investments – Scarsdale, NY
    19 days ago 19d
    incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service… Exceptional knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies by leveraging…
  • 3.8
    Deloitte – Stamford, CT
    NEW
    Planning team does not provide tax compliance services, legal or investment advice, nor does it provide advice and analysis concerning… securities. However, a general understanding of tax concepts, investment and/or insurance vehicles would be advantageous in the understanding…
  • 3.5
    Bank of America – White Plains, NY
    Today 9hr
    clients with a personal wealth profile of at least $250,000 of investable assets. The Financial Advisor Development role is a 12… recognition of Merrill Lynch and Bank of America World class investment, sales, and business management training throughout their…
  • Courtney Raymond Consultants – Brookfield, CT
    Today 10hr
    compliance review. Recent/current financial advisory/service or investment sales experience Experience with retail clients as a financial…
  • 3.3
    Fidelity – Stamford, CT
    4 days ago 4d
    working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer. Financial Sales…
  • 3.7
    Morgan Stanley – Purchase, NY
    Today 4hr
    POSITION SUMMARY: The Wealth Management Associate is a client-facing role. Through a combination of marketing methods,…
  • 4.0
    NFP – Stamford, CT
    EASY APPLY
    7 days ago 7d
    within the community. Developed knowledge of insurance and investment solutions. Minimum two to five years of experience in sales…
  • 3.5
    Bank of America – Ridgefield, CT
    6 days ago 6d
    with existing and prospective clients, review investment goals, prepare investment recommendations that align with client goals,… a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With…
  • 3.8
    Deloitte & Touche L.L.P. – Stamford, CT
    11 days ago 11d
    Are you looking for a career trajectory that few other organizations can offer in SAP? What about access to a high-quality…
  • 3.5
    Bank of America – Greenwich, CT
    6 days ago 6d
    Job Description: The Wealth Management Lending Officer (WMLO) continually identifies, develops and maintains a quality…
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