Financial Advisor

3 weeks ago


Hartford, Connecticut, United States Lifetime Recruiting Strategies Full time
Overview: As a Financial Advisor with Lifetime Recruiting Strategies, you will combine personal skills with the resources of a major global company to help clients realize their financial goals. You will be provided with extensive training to build your own business, including attracting and servicing relationships with clients. Your responsibilities will include assessing client circumstances and objectives, and providing individualized, highly strategic investment consulting. You will have access to a full range of wealth building, managing, and preserving services throughout the Firm, including mutual funds, stocks, bonds, IRAs, credit & lending, insurance, estate planning, and many other services that you will offer to your client base and the investing public.

Responsibilities: · Analyze investment opportunities and client needs, and recommend appropriate strategies. · Build client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management. · Market and sell appropriate investment products, financial and wealth management services/products to clients. · Develop and cultivate your own client base/prospect and service clients business. Prepare and deliver presentations/seminars to clients and prospects. · Attend Financial Advisor meetings and continuing education sessions to stay current about products, services, and policies. · Comply with all industry rules and regulations. · Build a clientele in niche or women and minority markets

Minimum Qualifications: · Track record of successful work experience for a period of a minimum of 5-6 years. · Candidates with 10-15 years experience in another career field are also encouraged to apply. · The ability to acquire Series 7 and 66 registration, and additional licensing needed to assist in building a career as a Financial Advisor. Coaching & Training Provided · Ability to communicate effectively with co-workers and clients. · Excellent written and oral communication skills. · A bachelor's degree is required; MBA is a plus, and 5-6 years of business experience and proven success in a previous sales related career field · Entrepreneur mindset, if you do not like to be micro-managed and know what you need to do in a day AND understand the concept of building a book of business with long term unlimited earning potential, then you are a perfect fit · Professional demeanor and strong understanding of the importance of building good relationships.

Women and minority candidates are strongly encouraged to apply
  • Financial Advisor

    4 weeks ago


    West Hartford, Connecticut, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to helping our clients achieve their financial goals through comprehensive and innovative financial planning. As a Financial Advisor, you'll have the opportunity to build a business that aligns with your long-term vision and goals.Key Responsibilities:Grow your client base by...


  • West Hartford, Connecticut, United States Bank of America Full time

    Merrill Financial Solutions Advisor Job DescriptionWe are seeking a highly motivated and detail-oriented Merrill Financial Solutions Advisor to join our team at Bank of America. As a Merrill Financial Solutions Advisor, you will be responsible for working with high-net worth clients in a Merrill branch, identifying their needs, developing relationships,...


  • Hartford, Connecticut, United States Voya Financial Advisors Full time

    Job SummaryWe are seeking a highly organized and motivated Administrative Assistant to join our team at Voya Financial Advisors. This is a part-time opportunity, 24 hours per week, working Tuesday, Wednesday, and Thursday.Key Responsibilities:Provide administrative support to our financial teamAssist with daily office activities and increase office...


  • Hartford, Connecticut, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to helping individuals and businesses achieve financial success. As a Financial Advisor, you'll play a critical role in providing expert guidance and innovative solutions to our clients.About the RoleAs a Financial Advisor, you'll have the opportunity to:Develop tailored...


  • Hartford, Connecticut, United States Lifetime Recruiting Strategies Full time

    Overview:We are seeking a seasoned Financial Advisor to join our team at Lifetime Recruiting Strategies. As a Financial Advisor, you will combine personal skills with the resources of a major global company to help clients achieve their financial goals.A Financial Advisor is responsible for assessing a client's circumstances and objectives, and providing...


  • Hartford, Connecticut, United States Covr Financial Technologies Full time

    Job DescriptionWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Covr Financial Technologies. As an Insurance Sales Representative, you will be responsible for growing life insurance sales within your assigned territory by educating financial advisors on insurance sales ideas, assisting with the use of...


  • Hartford, Connecticut, United States Covr Financial Technologies Full time

    Job Summary:Covr Financial Technologies is seeking a highly motivated and results-driven Insurance Sales Representative to join our team. As an Insurance Sales Representative, you will work in partnership with our VP, Regional Insurance Consultant to grow life insurance sales within your assigned territory.This is a largely outbound calling position where...


  • Hartford, Connecticut, United States Covr Financial Technologies Full time

    Job Title: Business Development ConsultantCovr Financial Technologies is seeking a highly motivated and results-driven Business Development Consultant to join our team. As a Business Development Consultant, you will be responsible for making calls to financial advisors to schedule or complete demos of our digital insurance platform and finding leads for our...


  • Hartford, Connecticut, United States Frontier Management (OR) Full time

    As a Financial Advisor at Baystate Financial, you will be a trusted resource for your clients, providing personalized attention and accessibility to help them achieve their financial goals.Our team will work closely with you to develop a comprehensive financial strategy, identifying a range of financial products and services to complement your approach.You...


  • Hartford, Connecticut, United States Northwestern Mutual Full time

    OverviewAt Northwestern Mutual, we offer a unique opportunity for individuals to build a successful career in financial services. As a Financial Advisor, you will work closely with clients to understand their financial goals and develop tailored solutions to help them achieve success.Our team is committed to providing exceptional guidance and support to our...


  • Hartford, Connecticut, United States Northwestern Mutual Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Northwestern Mutual. As a Financial Services Professional, you will be responsible for providing expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of retirement planning, insurance and...

  • Financial Director

    3 weeks ago


    Hartford, Connecticut, United States YMCA Of Greater Hartford Full time

    Job Title: ControllerJob Grade: 6FLSA Status: ExemptPrimary Department: FINANCEReports to: CFOLeadership Level: LeaderPOSITION SUMMARY:This position supports the work of the Y, a leading nonprofit committed to strengthening community through youth development, healthy living and social responsibility.The Director of Finance manages the overall accounting...


  • Hartford, Connecticut, United States ProSearch Intl. Full time

    Job SummaryProSearch Intl. is seeking a highly skilled Chief Financial Officer to lead our financial activities and drive strategic growth. As a key member of our executive team, you will be responsible for providing financial guidance, oversight, and leadership to ensure the company's financial health and success.Key Responsibilities• Provide financial...


  • West Hartford, Connecticut, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a skilled Financial Representative to join our team at Fidelity TalentSource LLC. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.The Expertise We re Looking ForProven customer service skills, with experience in phone or financial...

  • Branch Manager

    4 weeks ago


    Hartford, Connecticut, United States American Eagle Financial Credit Union Incorporated Full time

    Job Title: Branch ManagerAt American Eagle Financial Credit Union, we're committed to enriching the lives of our members and communities to create a world where financial freedom is a reality.As a Branch Manager, you'll oversee all aspects of day-to-day branch operations, emphasizing team growth, leadership, and community engagement.Key...


  • Hartford, Connecticut, United States Embarc Advisors Full time

    About Embarc AdvisorsEmbarc Advisors is a leading corporate finance advisory firm that delivers high-quality advice to clients across various industries. Our team of experts has a proven track record of success in M&A, capital raise, outsourced corporate development, and strategic CFO services.Job DescriptionWe are seeking a highly skilled Corporate...


  • West Hartford, Connecticut, United States Citizens Full time

    At Citizens, we're dedicated to helping our clients navigate changing circumstances with tailored advice, personalized experiences, and innovative ideas, products, and solutions.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...


  • West Hartford, Connecticut, United States Northwestern Mutual - West Hartford Full time

    Unlock Your Potential as a Financial AdvisorAre you a former NCAA athlete looking for a new challenge? Do you want to leverage your skills and experience to succeed in a dynamic and rewarding career? Look no further than Northwestern Mutual - West Hartford. As a Financial Advisor, you will have the opportunity to help clients achieve their financial goals...


  • Hartford, Connecticut, United States Oak Ridge Legal Search LLC Full time

    Job Title: Trusts and Estates AttorneyJob Summary:We are seeking a skilled Trusts and Estates Attorney to join our team at Oak Ridge Legal Search LLC. The ideal candidate will have at least four years of experience in Trusts and Estates law, providing legal counsel and representation to high-net worth individuals, families, and businesses.Key...


  • Hartford, Connecticut, United States WTW inc. Full time

    Job Title: Director - Annuities ConsultingAt WTW inc., we are seeking a highly skilled Director - Annuities Consulting to join our team. As a key member of our life insurance consulting team, you will be responsible for driving account development, identifying areas for revenue growth, and leading high-performing client delivery teams.Key...