Affluent Market Financial Advisor

Overview: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and...

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Webster Bank in West Hartford, CT would allow you to join the Investment Program at Webster Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...

Position OverviewThe Wealth Management Financial Consultant serves as a trusted advisor, delivering a comprehensive, advice-driven approach to financial solutions tailored for a designated portfolio of clients.Key Responsibilities:Engage with both new and existing clients to explore investment opportunities and insurance products.Focus on the mass affluent...

Knox Financial Services, a boutique financial planning firm with offices in Decorah, West Union, and Ottumwa, is seeking a Financial Advisor. As an Advisor with our firm, you will enjoy the opportunity to help develop client relationships backed with the support, technology, collaborative team knowledge, experience and structure of an established financial...

DescriptionCitizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual...

DescriptionCitizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisorswho proactively identify and sell a broad array of Investment and Insurance products to customers.The Virtual...

Job DescriptionJob DescriptionExperienced Financial Advisor Job DescriptionStrategic Fortune Wealth Management is looking for a select few individuals to join our expanding team of professional advisors. Candidates will need to be talented, driven, and charismatic to join our team of advisors. As a financial advisor, you have the unique opportunity to help...

Job SummaryWe are seeking a highly motivated and experienced Financial Services Professional to join our team at Citizens. As a key member of our Wealth Management division, you will be responsible for delivering personalized financial strategies to mass affluent clientele.Key Responsibilities:Proactively identify and sell a broad array of investment and...

DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...

Job DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and...

Job Opportunity at SNI FinancialWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at SNI Financial. As a leading Financial Advisory firm, we offer a dynamic and challenging work environment that fosters growth and development.Key Responsibilities:Provide expert financial planning and advisory services to high-profile...

About the RoleAt Regions Bank, we are seeking a highly skilled Private Wealth Relationship Specialist to join our team. As a key member of our Private Wealth management team, you will be responsible for delivering exceptional service to our affluent clients, providing them with a comprehensive range of banking products and services.Key ResponsibilitiesClient...

Unleash Your Potential as a Financial Advisor with EFC Wealth Management Firm!Are you ready to transform your career and make a profound impact on people's lives? Imagine joining a team where your growth is fueled by mentorship, where culture and work-life balance are the keys to your success. This is your opportunity to become part of an independent...

Financial Controller PositionOur client, a well-established manufacturing entity in the Greater Hartford region, is currently in search of a Financial Controller to enhance their operations.Highlights of the Financial Controller Role The organization has a rich history of over 60 years, showcasing stability and reliability. The leadership team is robust and...

 DescriptionWe represent a global brand seeking proven sales professionals to join our team. Now is your chance to start a new sales related career in the financial services industry! Training is provided! If you want to take control of your career and financial future then we want to talk with you. We are looking for the best and the brightest! This is NOT...

About the RoleWe are seeking a seasoned sales professional to join our team as a Financial Services Professional. As a Financial Services Professional, you will be responsible for building and maintaining relationships with clients, analyzing their financial needs, and providing tailored investment solutions.Key ResponsibilitiesAnalyze investment...

Get to Know the Opportunity Do you enjoy learning about and marketing investments? Voya Investment Management offers differentiated solutions across fixed income, equity and multi-asset platforms, including alternatives. Become a member of the Voya IM Product Marketing team, where we closely partner with investment teams and distribution channels to develop...

About Us:At Sun Life Financial, we celebrate the uniqueness of every individual, valuing diverse backgrounds, experiences, and perspectives. We are committed to fostering an environment where you can thrive, learn, and grow alongside talented colleagues who are experts in their respective fields.Position Overview:The Lead Underwriting Advisor plays a crucial...

Business Development ConsultantsREPORTS TO: Sales Support & Competitive Intelligence Supervisor DEPARTMENT: Advisor SalesFLSA STATUS: Non-ExemptTRAVEL: NoneWORK SCHEDULE: M-F, may need to flex times due to business needsLOCATION: Hybrid, Hartford, CT, 4 days onsite – 1 day remoteCOMPANY OVERVIEW:Covr Technologies is a market leading insurance-as-a-services...

Business Development Consultants (Inside Sales) REPORTS TO: Sales Support & Competitive Intelligence Supervisor DEPARTMENT: Advisor Sales FLSA STATUS: Non-Exempt TRAVEL: None WORK SCHEDULE: M-F, may need to flex times due to business needs LOCATION: Hybrid, Hartford, CT, 4 days onsite – 1 day remote COMPANY OVERVIEW: Covr Technologies is a market...