Senior Financial Services Representative
1 week ago
A well-established and growing financial firm, Alera Group is expanding its Connecticut offices and seeking a skilled Financial Advisor to join our team.
Job OverviewThis role offers an exciting opportunity for a motivated individual to work closely with clients, develop long-term relationships, and provide exceptional customer service.
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 guidance to existing clients and prospects.
- Manage and retain strong client relationships, ensuring exceptional customer service and resolving client inquiries.
- Meet with clients annually for review meetings and assist with annuities, managed money, life, and long-term care services.
- 4+ years of experience in financial services, 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.
- Excellent communication skills, both verbal and written.
We offer comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and more. We're an equal opportunity employer and welcome applicants from diverse backgrounds.
-
Senior Financial Services Representative
4 weeks ago
Hartford, Connecticut, United States Alera Group Full timeWe are seeking a Senior Financial Services Representative to join our team at Alera Group in Connecticut.Company OverviewAlera Group is a well-established and growing financial firm with a strong presence in the market. Our company culture values collaboration, innovation, and customer satisfaction.Estimated Salary: $80,000 - $120,000 per yearAbout the...
-
Financial Services Representative
4 weeks ago
West Hartford, Connecticut, United States Baystate Financial Full timeAbout the RoleWe are seeking a talented Financial Services Representative to join our team at Baystate Financial. As a key member of our team, you will play a critical role in providing comprehensive financial services to our clients.Key Responsibilities:Client Acquisition & Marketing: Identify and pursue new business opportunities to drive growth and...
-
Senior Financial Administrator Assistant
4 weeks ago
Hartford, Connecticut, United States Creative Financial Staffing Full timeAbout Our ClientOur client, a reputable nonprofit organization in the Greater Hartford market, boasts an exceptional reputation as one of the top 3% of all health and human service nonprofits globally. With over 40 years of experience providing cutting-edge services, they offer a robust benefits package that includes 3 weeks of vacation, 12 paid holidays,...
-
Senior Financial Clerk
4 weeks ago
Hartford, Connecticut, United States Creative Financial Staffing Full timeFinancial Services OpportunityWe are seeking a highly skilled and detail-oriented Senior Financial Clerk to join our accounting department in Hartford. This is an exciting opportunity for a motivated professional to work with a strong team of bookkeepers and contribute to the company's continued growth and expansion.About the Role:The successful...
-
Financial Services Representative
3 days ago
East Hartford, Connecticut, United States Sica Insurance & Financial Services Inc Full timeJob Description">We are seeking a highly motivated and customer-focused P&C Licensed Sales and Service Specialist to join our team. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, developing and maintaining relationships with existing clients, and providing exceptional service to meet their...
-
Senior Financial Planner
4 weeks ago
Hartford, Connecticut, United States Creative Financial Staffing Full timeManager Financial Planning & Analysis RoleWe are seeking a skilled Financial Analyst Manager to join our team at Creative Financial Staffing.The ideal candidate will have a strong background in financial planning and analysis, with experience in working closely with executive teams to drive business growth. This is an exciting opportunity to work on...
-
Strategic Financial Planning Manager CT
4 weeks ago
Hartford, Connecticut, United States Creative Financial Staffing Full timeHigh-Paying Senior Financial Analyst Position in Corporate FinanceWe are a leading financial staffing agency, and our client is a privately-held organization with a global footprint. We are searching for a highly skilled Senior Financial Analyst to join their dynamic Corporate Finance Team.A challenging opportunity to be involved with strategic planning...
-
Financial Services Representative
3 days ago
East Hartford, Connecticut, United States Melvin Banks - State Farm Agent Full timeAbout the PositionThis position is available at Melvin Banks - State Farm Agent, a reputable insurance agency located in East Hartford, CT. As a member of our sales team, you will be responsible for building and maintaining strong relationships with our customers, developing leads, scheduling appointments, and marketing appropriate products and services to...
-
Financial Services Specialist
4 weeks ago
Hartford, Connecticut, United States Creative Financial Staffing Full timeOverview of the RoleWe are seeking a highly organized and detail-oriented Financial Services Specialist to join our team at Creative Financial Staffing. As a key member of our payroll department, you will be responsible for managing end-to-end payroll processing for under 100 employees, ensuring compliance with federal, state, and local payroll regulations.
-
Senior Software Engineer
4 weeks ago
Hartford, Connecticut, United States Voya Financial Full time{"Title": "Senior Software Engineer", "Description": "About the JobWe are seeking a highly skilled Senior Software Engineer to join our team at Voya Financial. As a Senior Software Engineer, you will be responsible for designing, developing, and implementing Java-based web applications.Key ResponsibilitiesAnalyze and design Java stack web-based...
-
Executive Benefits Sales Representative
4 weeks ago
Hartford, Connecticut, United States Lincoln Financial Group Full timeAbout the Role: We are seeking a skilled Executive Benefits Sales Representative to join our team at Lincoln Financial Group. As an Executive Benefits Sales Representative, you will be responsible for promoting, designing, and executing executive benefit life insurance sales opportunities for our customers.Key Responsibilities:* Build and maintain strong...
-
Insurance Career Development Representative
2 weeks ago
Hartford, Connecticut, United States Covr Financial Technologies Full timeCovr Financial TechnologiesJob Title: Insurance Career Development RepresentativeEstimated Salary: $22-$23 per hour with commission bonus incentiveAbout Covr Financial TechnologiesWe are a market leading insurance-as-a-services platform that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and...
-
Financial Services Consultant
4 days ago
Hartford, Connecticut, United States The WRS Group - Symmetry Financial Full timeAre you looking for a challenging and rewarding career in the life insurance industry? We are seeking a Financial Services Consultant to join our team at The WRS Group - Symmetry Financial. As a member of our team, you will have the opportunity to build a successful career and earn a competitive income.About the Role:The successful candidate will be...
-
Hartford, Connecticut, United States CohnReznick LLP Full timeCohnReznick LLP is a leading professional services firm that fosters teams in Advisory, Assurance, and Tax services. We value innovation and collaboration in everything we do.This exciting career opportunity is for an Assurance Manager to join our team based in Hartford, Connecticut, with remote and office options available. The role is considered hybrid,...
-
Senior Financial Operations Manager
5 days ago
Hartford, Connecticut, United States Advancing CT Together Full timeJob Title: Senior Financial Operations ManagerAbout the Company:Advancing CT Together is a dynamic and growing organization that values its employees and provides a supportive and inclusive work environment. We are committed to making a positive impact in our community and are seeking a skilled and experienced Senior Financial Operations Manager to join our...
-
Financial Services Representative Position
4 days ago
Hartford, Connecticut, United States John Pedraza - State Farm Agent Full timeAbout This Role">Estimated Salary:$65,000 per year (dependent on experience)This role offers an exciting opportunity to join a dynamic team as a representative for John Pedraza's State Farm Agency. The ideal candidate will be passionate about providing exceptional customer service and have a strong understanding of insurance...
-
Financial Services Expert
6 days ago
Hartford, Connecticut, United States Disability Solutions Full timeAbout the JobWe are seeking an experienced and highly skilled Senior Investment Advisor to join our team. The ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to build strong relationships with clients. In this role, you will be responsible for managing client relationships, providing...
-
Financial Services Expertise Lead
2 weeks ago
Hartford, Connecticut, United States CohnReznick LLP Full timeCohnReznick LLP is a leading professional services firm that offers innovative solutions to its clients. We are currently seeking an experienced Senior Assurance Manager to join our Financial Services Group in Hartford, CT.As a Senior Assurance Manager, you will lead engagements on specific client accounts and take responsibility for pre-engagement planning,...
-
Senior Financial Risk Management Expert
6 days ago
Hartford, Connecticut, United States Care Dynamics, LLC Full timeJob OverviewCare Dynamics, LLC is seeking a highly skilled Senior Financial Risk Management Expert to join our Complex Liability Consulting (CLC) practice.
-
Financial Services Risk Management Lead
6 days ago
Hartford, Connecticut, United States CohnReznick LLP Full timeCohnReznick LLP is a leading Professional Services and Business Advisory firm that fosters innovation and collaboration in everything we do. Our Hartford Office has an exciting career opportunity for a Senior Assurance Manager Financial Services Group to join our team in a hybrid role, alternating between remote and office work. The ideal candidate will...