Financial Advisor

2 weeks ago


New London, Connecticut, United States Meron Financial Agency Full time

h3UnlockYourPotentialasaFinancialConsultant/h3pMeronFinancialAgencyisaleadingfirmcommittedtoempoweringindividualsandbusinessestoachievetheirfinancialgoals.We'reseekingpassionate,drivenindividualswhowanttomakeameaningfulimpactonpeople'slivesasfinancialconsultants./ppbWhyChooseUs?/b/pulliNoColdCalling–WeProvidetheLeads/liliAgencyOwnershipProgram/liliLeadershipDevelopment/liliFully-ExpensePaidTrips/liliWork-LifeBalance/liliOne-on-OneMentorship/liliCutting-EdgeTechnology/liliPartnershipswith60+A+RatedInsuranceCompanies/liliBonuses(ProducerBonus,CapitalBonus,andmore)/liliPassiveIncomeOpportunities/liliRelationshipsMatter–PeopleComeFirst/li/ulpbCompensationStructure:/b/pulliCommission-Onlywithnoceilingtoyourearningpotential/liliAverageagentsearn$800-$1,200perpolicystartingout/liliPart-timeagentscanearn$50,000+inthefirstyear/liliFull-timeagentshavethepotentialtomake$80,000-$300,000+intheirfirstyear/liliAgencyOwnerscangeneratesystem-drivenincomeof$200K-$500K+annually/li/ulpbJoinOurMission:/b/ppWe'rededicatedtohelpingindividualsandbusinessesachievefinancialsuccessandpersonalfreedom.Ifyou'rereadytostepintoarewardingcareer,we'dlovetohaveaconversationabouthowyourskillscancontributetoourteam./p



  • New Canaan, Connecticut, United States Bank of America Full time

    Merrill Financial Solutions Advisor Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors helps clients pursue their financial goals through personalized advice and guidance.Key...


  • New Canaan, Connecticut, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors helps clients pursue their financial goals through personalized advice and guidance.We believe in building long-term relationships with...


  • New London, Connecticut, United States Independent Resourcing Consultancy Ltd Full time

    Financial Advisor RoleOur client, a distinguished financial services firm, is seeking a motivated Financial Advisor to join their team. This role presents a remarkable opportunity for career development in the dynamic field of financial advising.Key Responsibilities:Provide comprehensive support to senior advisors in managing client portfolios.Engage with...


  • New Milford, Connecticut, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through comprehensive advice and customized solutions. As a Financial Solutions Advisor, you will play a critical role in providing expert guidance to clients, helping them navigate the complexities of financial planning and...


  • New Haven, Connecticut, United States National Financial Network Full time

    Job Title: Licensed Financial AdvisorJoin National Financial Network as a Licensed Financial Advisor and play a vital role in helping individuals and businesses achieve their financial goals.About the Role:We are seeking a highly motivated and experienced Licensed Financial Advisor to join our team in New Haven, CT. As a key member of our team, you will be...


  • New Canaan, Connecticut, United States Bank of America Full time

    Job DescriptionMerrill Financial Solutions Advisors work with high-net worth clients to identify their needs, develop relationships, and provide investment recommendations that align with their goals.Key Responsibilities:Leverage technology to achieve business growth goalsProfile activities to determine a client's investor profile and financial resource...


  • New Haven, Connecticut, United States National Financial Network Full time

    National Financial Network is seeking a skilled Licensed Financial Advisor to join our team in New Haven, CT. As a key member of our team, you will collaborate with individuals and local businesses to offer financial services and products. Your focus will be on safeguarding assets, promoting financial literacy, and fostering wealth accumulation. You will...


  • New London, Connecticut, United States gpac Full time

    {"title": "Wealth Advisor Opportunity", "description": "GPAC is excited to partner with a well-established bank in the local area to find a talented and experienced Wealth Advisor to join their team. This is a unique opportunity to make a significant impact on people's lives and take your financial career to new heights.Responsibilities:Build and maintain...


  • New Haven, Connecticut, United States National Financial Network Full time

    Unlock Your Potential in Financial ServicesWe are seeking a talented and ambitious individual to join our team as an Entry-Level Financial Representative. As a key member of our National Financial Network team, you will play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Develop and implement effective financial...


  • New Milford, Connecticut, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Job Summary:This role is responsible for providing comprehensive financial planning and advisory services to clients, including investment and banking solutions. The ideal...


  • New Haven, Connecticut, United States National Financial Network Full time

    Job OverviewNational Financial Network seeks a seasoned Licensed Financial Advisor to join our team in New Haven, CT. As a key member of our financial services team, you will collaborate with individuals and local businesses to provide expert financial guidance and support.Key responsibilities include:Developing and implementing personalized financial plans...


  • New Haven, Connecticut, United States Ameriprise Full time

    Key Responsibilities: Obtain required licenses/credentials within 150 days of hire: FINRA Series 7, Active State Securities Agent Registration, Active IAR Registration, and State Life, Health Insurance, and Variable Products lines. Attend and engage in licensing coaching, as required. Be accountable for making progress within the program's licensing and...


  • New Canaan, Connecticut, United States Silver Spring Wealth Management - Northwestern Mutual Full time

    About Silver Spring Wealth Management - Northwestern MutualSilver Spring Wealth Management, a part of Northwestern Mutual, has been helping individuals and businesses achieve financial security for over 160 years. Our team of financial professionals provides personalized assistance and support to our clients, guiding them towards their financial goals.Role...


  • New Haven, Connecticut, United States RightCapital Full time

    Job DescriptionRightCapital is a cutting-edge financial tech startup providing innovative holistic financial planning software. We were recently recognized as one of Connecticut's Best Fintech companies. Our team is dedicated to helping financial advisors add value to their clients.As a Product Support Specialist, you will work closely with our customers,...


  • New Britain, Connecticut, United States Diedre Moire Corp. Full time

    Job Title: Insurance Underwriter E&OWe are seeking an experienced Insurance Underwriter E&O to join our team at Diedre Moire Corp.About the Role:The Insurance Underwriter E&O will be responsible for underwriting non-healthcare professional liability insurance for private businesses, small and medium enterprises, manufacturing, owner and partner risks,...

  • Insurance Risk Manager

    2 months ago


    New Britain, Connecticut, United States Diedre Moire Corp. Full time

    Diedre Moire Corp. is seeking a skilled Insurance Errors & Omissions Underwriter to join our team in New Britain, CT. As an E&O Underwriter, you will be responsible for underwriting Professional Liability Insurance for Small & Medium Sized Businesses, Main Street Private Manufacturing, Financial Advisors, Agents, Brokers, Lawyers, and other Professionals....

  • Senior Tax Accountant

    1 month ago


    New Canaan, Connecticut, United States Tandym Group Full time

    A leading financial services firm, Tandym Group, is seeking a highly skilled and analytical professional to fill the role of Senior Tax Accountant.Key ResponsibilitiesManage and review tax distributions and calculations for funds and portfolio companies.Oversee tax payments process and records, ensuring accuracy and compliance.Provide support with tax...

  • Senior Tax Accountant

    2 weeks ago


    New Canaan, Connecticut, United States Tandym Group Full time

    A leading financial services firm, Tandym Group, is seeking a highly skilled and analytical professional to fill the role of Senior Tax Accountant.Key ResponsibilitiesManage external tax service providers and ensure timely tax calendar deadlines are met.Assist in reviewing funds' and portfolio companies' tax distributions and calculations.Support tax...


  • New Haven, Connecticut, United States AssuredPartners Full time

    Job SummaryWe are seeking a highly motivated and experienced Sales Executive to join our Private Client Group. The successful candidate will be responsible for driving new sales, generating referrals, and building strong relationships with high net worth clients.Key ResponsibilitiesDrive new sales and generate referrals to connect with high net worth...


  • New Britain, Connecticut, United States Diedre Moire Corp. Full time

    Insurance Underwriter E&O Job DescriptionAbout the Role:Diedre Moire Corp. is seeking an experienced Insurance Underwriter E&O to join our team. As an Insurance Underwriter E&O, you will be responsible for underwriting professional liability insurance policies for small and medium-sized businesses, including professionals, lawyers, and financial advisors.Key...