Financial Services Professional
2 days 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 clients generated from workshops, referrals, and TV.
Key Responsibilities:- Meet with existing clients for review meetings and assist with annuities, managed money, life, and long-term care
- Provide financial planning advice to include investment, insurance, and retirement to existing clients and prospects
- Manage and retain strong client relationships and assist in the onboarding of new clients
- Communicate the full range of the company's services and capabilities to clients and maintain accurate client data in internal systems
- 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 and excellent communications skills
We offer comprehensive benefits to 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.
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Client Service Associate
2 days ago
Hartford, Connecticut, United States Raymond James Financial Services Full timeJob Title: Client Service AssociateAt Raymond James Financial Services, we are seeking a highly motivated and detail-oriented Client Service Associate to join our team. This role is a critical part of our operations, providing high-quality administrative support to our Financial Advisors and clients.Key Responsibilities:Provide exceptional customer service...
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Client Service Associate
4 days ago
Hartford, Connecticut, United States Raymond James Financial Services Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Service Associate to join our growing team at Raymond James Financial Services. As a key member of our team, you will provide high-quality administrative support to our Financial Advisors and their clients.Key ResponsibilitiesProvide exceptional customer service to clients and...
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Financial Services Professional
3 days ago
Hartford, Connecticut, United States Lifetime Recruiting Strategies Full timeUnlock Your Financial PotentialWe are seeking a seasoned sales professional to join our team at Lifetime Recruiting Strategies as a Financial Advisor. As a Financial Advisor, you will have the opportunity to combine your personal skills with the resources of a major global company to help clients achieve their financial goals.About the Role:As a Financial...
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Financial Services Professional
3 days ago
Hartford, Connecticut, United States Alera Group Full timeAlera Group is seeking a Financial Advisor to join our Connecticut offices. 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 building relationships and knows how to follow through with sales...
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Financial Services Professional
4 days ago
Hartford, Connecticut, United States Empower Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Consultant to join our team at Empower. As a Financial Consultant, you will play a critical role in providing guidance and support to our customers at key life moments, helping them achieve their retirement savings goals.Key ResponsibilitiesProvide over-the-phone guidance to customers...
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Financial Services Professional
3 days ago
Hartford, Connecticut, United States Alera Group Full timeAbout the RoleWe 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 ResponsibilitiesMeet with existing clients for review...
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Financial Services Specialist
7 days ago
Hartford, Connecticut, United States Covr Financial Technologies Full timeJob SummaryCovr Financial Technologies is seeking a highly motivated and results-driven Business Development Representative to join our team. As a Business Development Representative, you will be responsible for making outbound calls to financial advisors with the goal of scheduling or completing demos of our digital insurance platform and finding...
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Financial Services Professional
1 week ago
West Hartford, Connecticut, United States Citizens Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Services Professional to join our team at Citizens. As a key member of our Wealth Management division, you will be responsible for delivering personalized financial strategies to mass affluent clientele.Key Responsibilities:Proactively identify and sell a broad array of investment and...
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Senior Financial Consultant
1 week ago
Hartford, Connecticut, United States SNI Financial Full timeJob Opportunity at SNI FinancialWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at SNI Financial. As a leading Financial Advisory firm, we offer a dynamic and challenging work environment that fosters growth and development.Key Responsibilities:Provide expert financial planning and advisory services to high-profile...
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Actuarial Professional
4 days ago
Hartford, Connecticut, United States Prudential Financial Full timeAbout the RoleWe are seeking a highly skilled Actuarial Professional to join our Individual Life Insurance (ILI) Pricing area within the US Business Actuarial team at Prudential Financial. As a key member of our team, you will be responsible for supporting the pricing, repricing, and profitability reporting of ILI products.Key ResponsibilitiesManage a...
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Financial Advisor
4 weeks ago
West Hartford, Connecticut, United States LPL Financial Full timeYour career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Webster Bank in West Hartford, CT would allow you to join the Investment Program at Webster Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...
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Financial Analyst
2 weeks ago
Hartford, Connecticut, United States Creative Financial Staffing Full timeStaff Accountant OpportunityAbout the RoleThe Staff Accountant is a newly created position within our organization, a privately held company that is experiencing rapid growth and expansion.We are seeking a highly skilled and motivated individual to join our team as a Staff Accountant.This is an excellent opportunity for a career-driven professional to take...
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Financial Analyst
2 weeks ago
Hartford, Connecticut, United States Creative Financial Staffing Full timeStaff Accountant OpportunityAbout the RoleThe Staff Accountant is a newly created position within our organization, a privately held company that is experiencing rapid growth and expansion.We are seeking a highly skilled and motivated individual to join our team as a Staff Accountant.This is an excellent opportunity for a career-driven professional to take...
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Relationship Banker
1 week ago
East Hartford, Connecticut, United States Bank of America Full timeAbout the RoleAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. As a Relationship Banker, you will play a key role in driving Responsible Growth by building strong relationships with clients and delivering exceptional customer experiences.Key ResponsibilitiesEngage clients in the...
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Lead Financial Accountant
3 weeks ago
Hartford, Connecticut, United States Creative Financial Staffing Full timePosition: Senior Accountant - FP&AABOUT THE ORGANIZATION:A prominent firm supported by private equity is seeking a Senior Accountant - FP&A.A privately-owned enterprise with a worldwide presence.Opportunity to engage in strategic financial planning.High visibility within the organization and internationally.A rapidly expanding company.Chance to gain insights...
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Sales Professional
4 days ago
Hartford, Connecticut, United States The WRS Group - Symmetry Financial Full timeJob OpportunityWe are seeking a highly motivated and self-driven individual to join our team as a Sales Representative. As a Sales Representative, you will be responsible for building relationships with clients, identifying their financial needs, and providing them with tailored solutions.Key Responsibilities:Establish and maintain relationships with clients...
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Lead Financial Analyst
3 weeks ago
West Hartford, Connecticut, United States Creative Financial Staffing Full timeSenior AccountantAbout Creative Financial Staffing:Creative Financial Staffing is a prominent player in the financial services industry, committed to providing exceptional financial solutions to our clients.Position Overview:We are in search of a skilled and meticulous Senior Accountant to enhance our finance division. The ideal candidate will possess a...
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Lead Financial Analyst
3 weeks ago
West Hartford, Connecticut, United States Creative Financial Staffing Full timeSenior AccountantAbout Creative Financial Staffing:Creative Financial Staffing is a prominent player in the financial services industry, committed to providing exceptional solutions to our clients.Position Overview:We are in search of a knowledgeable and meticulous Senior Accountant to enhance our finance department. The successful candidate will possess a...
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Lead Financial Analyst
3 weeks ago
West Hartford, Connecticut, United States Creative Financial Staffing Full timeSenior AccountantAbout Creative Financial Staffing:Creative Financial Staffing is a prominent player in the financial services industry, committed to providing exceptional solutions to our clients.Position Overview:We are in search of a knowledgeable and meticulous Senior Accountant to enhance our finance division. The successful candidate will possess a...
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Investment Analytics Professional
2 days ago
Hartford, Connecticut, United States Sun Life Financial Full timeInvestment Analytics InternSun Life Financial is a leading global asset management firm providing innovative and diversified investment solutions to institutional investors. As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship.About the...