Financial Services Professional
3 weeks ago
We are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group in Connecticut. As a Financial Advisor, you will have the opportunity to help grow our office and meet one-on-one with company leads generated from workshops, referrals, and TV.
Key Responsibilities:- Assist with new client onboarding and meet with established clients to grow and enhance existing relationships.
- Provide financial planning advice, including investment, insurance, and retirement planning, to existing clients and prospects.
- Manage and retain strong client relationships, communicating the full range of our services and capabilities.
- Responsible for the upkeep of client data in various internal systems, including our CRM.
- College degree preferred.
- 4+ years of financial services experience with an emphasis on sales.
- Life and Health Licensed; Series 65 or Series 7&66 REQUIRED.
- CFP designation preferred.
- Strong organizational, prioritization, interpersonal, and management skills.
- Strong mathematical and analytical skills.
- Excellent communications skills, both verbal and written.
We offer comprehensive benefits to our employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and much more.
We are an equal opportunity employer and welcome applicants from diverse backgrounds. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
-
Financial Services Professional
4 weeks ago
Waterbury, Connecticut, United States Alera Group Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Alera Group. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesMeet with clients to understand their financial needs and goalsDevelop and implement personalized...
-
Financial Services Professional
4 weeks ago
Waterbury, Connecticut, United States Alera Group Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Alera Group. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesMeet with existing clients to review their financial plans and provide guidance on investment,...
-
Financial Services Professional
4 weeks ago
Waterbury, Connecticut, United States Alera Group Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Alera Group in Connecticut. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesMeet with existing clients to review their financial plans and provide guidance on...
-
Financial Services Professional
4 weeks ago
Waterbury, Connecticut, United States Alera Group, Inc. Full timeFinancial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group, Inc. in Connecticut. As a Financial Advisor, you will have the opportunity to help grow our office and meet one-on-one with company leads generated from workshops, referrals, and TV.Key Responsibilities:Assist with new client...
-
Financial Services Professional
4 weeks ago
Waterbury, Connecticut, United States Alera Group Full timeFinancial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group in Connecticut. As a Financial Advisor, you will have the opportunity to help grow our office and meet one-on-one with company leads generated from workshops, referrals, and TV.The ideal candidate will be someone who enjoys...
-
Financial Services Professional
3 weeks ago
Waterbury, Connecticut, United States Alera Group Full timeFinancial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Alera Group in Connecticut. As a Financial Advisor, you will have the opportunity to help grow our office and meet one-on-one with company leads generated from workshops, referrals, and TV.Key Responsibilities:Assist with new client...
-
Financial Professional
2 weeks ago
Waterbury, Connecticut, United States State of Vermont Full timeFinancial Specialist II Job DescriptionThe Vermont Department of Health Business Office is seeking a skilled financial professional to join our team. As a Financial Specialist II, you will play a crucial role in assisting with accounts payable, receivable, employee payroll, and expenses.Key Responsibilities:Assist with financial transactions, including...
-
Financial Professional
2 weeks ago
Waterbury, Connecticut, United States State of Vermont Full timeFinancial Specialist II Job DescriptionThe Vermont Department of Health Business Office is seeking a skilled financial professional to join our team. As a Financial Specialist II, you will play a key role in assisting with accounts payable, receivable, employee payroll, and expenses.Key Responsibilities:Assist with financial transactions, including accounts...
-
Certified Nursing Assistant
2 weeks ago
Waterbury, Connecticut, United States Preferred Professional Full timeAbout the RoleWe are seeking a compassionate and skilled Certified Nursing Assistant (CNA) to join our team at Preferred Professional Services. As a CNA, you will play a vital role in delivering high-quality care to our residents in our Long-Term Care and Rehab Facilities.Key ResponsibilitiesAssist residents with activities of daily living, including...
-
Financial Services Representative
3 weeks ago
Waterbury, Connecticut, United States Bronson Kinkade Consulting Full timeUnlock Your Earning PotentialAt Bronson Kinkade Consulting, we're expanding our team of experienced agents who can help individuals achieve their financial goals. As a Client Advisor, you'll have the opportunity to introduce financial products such as Indexed Universal Life (IUL), annuities, life insurance, and others to those seeking more information.What...
-
Financial Aid Advisor
3 weeks ago
Waterbury, Connecticut, United States Post University Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Financial Aid Advisor to join our team at Post University. As a Financial Aid Advisor, you will play a critical role in ensuring the success of our students by providing exceptional customer service and support throughout the tuition process.Key ResponsibilitiesProvide expert guidance and support...
-
Financial Manager
1 week ago
Waterbury, Connecticut, United States Post University Full timeJob Title: General Accounting ManagerPost University is seeking a highly skilled and experienced General Accounting Manager to join our team. As a key member of our finance department, you will be responsible for performing general accounting functions, including financial statement preparation, budgeting, and financial analysis.Key Responsibilities:Prepare...
-
Financial Aid Advisor
3 weeks ago
Waterbury, Connecticut, United States Jobs for Humanity Full timeJob Title: Financial Aid AdvisorAt Jobs for Humanity, we are seeking a highly skilled Financial Aid Advisor to join our team. As a Financial Aid Advisor, you will play a critical role in ensuring that students receive the financial assistance they need to succeed.Job SummaryThe Financial Aid Advisor will be responsible for coordinating the different payment...
-
Financial Manager
2 weeks ago
Waterbury, Connecticut, United States Post University Full timeJob Title: General Accounting ManagerPost University is seeking a highly skilled and experienced General Accounting Manager to join our team. As a key member of our finance department, you will be responsible for performing general accounting functions, including financial statement preparation, budgeting, and financial analysis.Key Responsibilities:Prepare...
-
Financial Manager
2 weeks ago
Waterbury, Connecticut, United States Post University Full timeJob Title: General Accounting ManagerPost University is seeking a highly skilled General Accounting Manager to join our team. As a key member of our finance department, you will be responsible for performing general accounting functions, including financial statement preparation, budgeting, and financial analysis.Key Responsibilities:Prepare and review...
-
Financial Analyst
4 weeks ago
Waterbury, Connecticut, United States Element Solutions Inc Full time{"h2":{"text":"Career Opportunities at Element Solutions Inc"},"p":{"text":"At Element Solutions Inc, we are committed to delivering innovative solutions that enhance the products people use every day. Our team of finance professionals plays a critical role in driving our business forward, and we are seeking a highly motivated and experienced individual to...
-
Chief Financial Officer
7 days ago
Waterbury, Connecticut, United States State of Vermont Full timeJob Title: Financial Director IVOverviewThe Vermont Department of Corrections is seeking a highly skilled financial leader to join its Executive Leadership Team. As a key member of the team, you will play a critical role in shaping the department's financial strategy, ensuring fiscal stability, and driving decision-making.Key Responsibilities:Develop and...
-
Travel Physical Therapy Assistant
2 weeks ago
Waterbury, Connecticut, United States Specialty Professional Services Full timePhysical Therapist Assistant Job OpportunitySpecialty Professional Services is seeking a skilled Physical Therapist Assistant to join our team in Waterbury, CT. As a Physical Therapist Assistant, you will work closely with our licensed Physical Therapists to provide high-quality patient care and support.Requirements:Current CT license or Compact licenseAt...
-
Machine Operator
3 weeks ago
Waterbury, Connecticut, United States Lighthouse Professional Services Full timeJob SummaryLighthouse Professional Services is seeking a skilled Machine Operator to join our team in Waterbury, CT. As a Machine Operator, you will be responsible for operating a battery of machines that produce drawn metal, stamped, and formed products.Key ResponsibilitiesOperate machines to produce high-quality productsUse material handling equipment to...
-
Financial Aid Advisor
2 weeks ago
Waterbury, Connecticut, United States Post University Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Financial Aid Advisor to join our team at Post University. As a Financial Aid Advisor, you will play a critical role in ensuring the success of our students by providing exceptional customer service and support throughout the financial aid process.Key ResponsibilitiesProvide expert guidance and...