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Experienced Financial Advisor
2 weeks ago
Fifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Our office is located in New York, NY and candidates are expected to come into the office on hybrid basis.
Job Responsibilities:Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives
Analyze customer financial situations and provide tailored financial services and insurance products
Develop customized financial plans for clients that are tailored to their specific goals and objectives
Monitor markets, research financial products, and stay updated with new developments in the financial sector
Provide customer service to current and potential MassMutual customers
Bachelor’s degree in a related field such as finance, accounting, or economics
Resident insurance license, Life & Health
Minimum of 3 years of experience working in the financial services industry
Strong customer service, communication, and presentation skills
Excellent verbal and written communication skills
Good knowledge of risk management and investment strategies
Series 6 or 7
CFP certification
Knowledge and proficiency in the use of CRM software and financial data analysis tools
Strong organizational and time management skills
Ability to multitask and prioritize
Proficiency in MS Office
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Experienced Financial Advisor
3 weeks ago
Stamford, United States Fifth Avenue Financial Full timeJob Description Job Description The Opportunity: Fifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Our office is located in New York, NY and candidates are expected to come into the office on hybrid basis. Job Responsibilities: Build a...
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Experienced Financial Advisor
2 months ago
Stamford, United States Fifth Avenue Financial Full timeJob DescriptionJob DescriptionThe Opportunity:Fifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Our office is located in New York, NY and candidates are expected to come into the office on hybrid basis. Job Responsibilities:Build a...
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Financial Advisor
1 month ago
Stamford, United States Lenox Advisors Full timeIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life – and that of everyone you touch. As a Lenox Advisor, you will work...
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Financial Advisor
2 months ago
Stamford, United States Lenox Advisors Full timeIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life and that of everyone you touch. As a Lenox Advisor, you will work...
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Financial Advisor
1 month ago
Stamford, United States Lenox Advisors Full timeIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life – and that of everyone you touch.As a Lenox Advisor, you will work...
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Financial Advisor
2 months ago
Stamford, United States Lenox Advisors Full timeIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life – and that of everyone you touch.As a Lenox Advisor, you will work...
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Financial Advisor
2 months ago
Stamford, United States Lenox Advisors Full timeIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life – and that of everyone you touch.As a Lenox Advisor, you will work...
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Financial Advisor
4 weeks ago
Stamford, United States Lenox Advisors Full timeJob Description If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life - and that of everyone you touch. As a Lenox Advisor,...
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Financial Advisor
2 months ago
Stamford, United States Lenox Advisors Full timeJob DescriptionJob DescriptionIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life – and that of everyone you touch.As a...
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Experienced Service Advisor
4 weeks ago
Stamford, United States Stamford Hyundai Full timeEXPERIENCED SERVICE ADVISOR WORK FOR THE LARGEST HYUNDAI RETAILER IN CT $3000 SIGN ON BONUS NEEDED FOR OUR ALWAYS BUSY SHOPS FREE TRAINING, AND ROOM FOR ADVANCEMENT $50 TO $120K CHOOSE A LOCATION DANBURY OR STAMFORD
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High Networth Financial Advisor
2 months ago
Stamford, United States Talent Focus Executive Search and Consulting Full timeTalent Focus is partnering with a distinguished international wealth management institution to identify an exceptional Financial Advisor for their Private Client practice in their waterfront offices in Stamford. As a Financial Advisor, you will play a pivotal role as a trusted financial confidant to your clients, leveraging a profound understanding of their...
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High Networth Financial Advisor
2 weeks ago
Stamford, United States Talent Focus Executive Search and Consulting Full timeTalent Focus is partnering with a distinguished international wealth management institution to identify an exceptional Financial Advisor for their Private Client practice in their waterfront offices in Stamford. As a Financial Advisor, you will play a pivotal role as a trusted financial confidant to your clients, leveraging a profound understanding of their...
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High Networth Financial Advisor
2 months ago
Stamford, United States Talent Focus Executive Search and Consulting Full timeTalent Focus is partnering with a distinguished international wealth management institution to identify an exceptional Financial Advisor for their Private Client practice in their waterfront offices in Stamford.As a Financial Advisor, you will play a pivotal role as a trusted financial confidant to your clients, leveraging a profound understanding of their...
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High Networth Financial Advisor
1 month ago
Stamford, United States Talent Focus Executive Search and Consulting Full timeTalent Focus is partnering with a distinguished international wealth management institution to identify an exceptional Financial Advisor for their Private Client practice in their waterfront offices in Stamford.As a Financial Advisor, you will play a pivotal role as a trusted financial confidant to your clients, leveraging a profound understanding of their...
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High Networth Financial Advisor
1 month ago
Stamford, United States Talent Focus Executive Search and Consulting Full timeTalent Focus is partnering with a distinguished international wealth management institution to identify an exceptional Financial Advisor for their Private Client practice in their waterfront offices in Stamford. As a Financial Advisor, you will play a pivotal role as a trusted financial confidant to your clients, leveraging a profound understanding of their...
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High Networth Financial Advisor
2 weeks ago
Stamford, United States Talent Focus Executive Search and Consulting Full timeTalent Focus is partnering with a distinguished international wealth management institution to identify an exceptional Financial Advisor for their Private Client practice in their waterfront offices in Stamford.As a Financial Advisor, you will play a pivotal role as a trusted financial confidant to your clients, leveraging a profound understanding of their...
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Merrill Financial Solutions Advisor
2 weeks ago
Stamford, United States Bank of America Full timeDescription : This job is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include...
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Merrill Financial Solutions Advisor
3 weeks ago
Stamford, United States Bank of America Full timeDescription : This job is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include...
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Merrill Financial Solutions Advisor
3 weeks ago
Stamford, United States Bank of America Full timeMerrill Financial Solutions Advisor - Stamford Market (PR) page is loaded Merrill Financial Solutions Advisor - Stamford Market (PR) Apply locations Stamford time type Full time posted on Posted Yesterday job requisition id 24019628 Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of...
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Lead Advisor
2 weeks ago
Stamford, Connecticut, United States Brighton Jones Full timeAre you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest,...