Financial Advisor
2 weeks ago
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
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Financial Solutions Advisor
2 weeks ago
New Canaan, Connecticut, United States Bank of America Full timeMerrill 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...
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Financial Solutions Advisor
7 days ago
New Canaan, Connecticut, United States Bank of America Full timeJob 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...
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Financial Services Professional
2 weeks ago
New London, Connecticut, United States Independent Resourcing Consultancy Ltd Full timeFinancial 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...
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Financial Solutions Advisor
4 weeks ago
New Milford, Connecticut, United States Bank of America Full timeJob 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...
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Financial Services Professional
4 weeks ago
New Haven, Connecticut, United States National Financial Network Full timeJob 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...
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Financial Solutions Advisor
6 days ago
New Canaan, Connecticut, United States Bank of America Full timeJob 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...
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Financial Services Professional
2 weeks ago
New Haven, Connecticut, United States National Financial Network Full timeNational 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...
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Financial Planning Expert
2 weeks ago
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...
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Financial Services Representative
2 weeks ago
New Haven, Connecticut, United States National Financial Network Full timeUnlock 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...
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Financial Solutions Advisor
2 weeks ago
New Milford, Connecticut, United States Bank of America Full timeJob 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...
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Senior Financial Consultant
2 weeks ago
New Haven, Connecticut, United States National Financial Network Full timeJob 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...
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Financial Services Representative
1 week ago
New Haven, Connecticut, United States Ameriprise Full timeKey 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...
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Financial Services Professional
1 month ago
New Canaan, Connecticut, United States Silver Spring Wealth Management - Northwestern Mutual Full timeAbout 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...
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Financial Planning Product Support Specialist
2 weeks ago
New Haven, Connecticut, United States RightCapital Full timeJob 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,...
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Insurance Underwriter E&O
1 month ago
New Britain, Connecticut, United States Diedre Moire Corp. Full timeJob 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,...
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Insurance Risk Manager
2 months ago
New Britain, Connecticut, United States Diedre Moire Corp. Full timeDiedre 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....
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Senior Tax Accountant
1 month ago
New Canaan, Connecticut, United States Tandym Group Full timeA 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...
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Senior Tax Accountant
2 weeks ago
New Canaan, Connecticut, United States Tandym Group Full timeA 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...
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Sales Executive, Private Client Group
2 weeks ago
New Haven, Connecticut, United States AssuredPartners Full timeJob 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...
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Insurance Risk Manager
3 weeks ago
New Britain, Connecticut, United States Diedre Moire Corp. Full timeInsurance 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...