Financial Services Professional
1 day ago
We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term.
Job DescriptionWe are seeking an Experienced Financial Advisor to join our team.
- Deliver personalized investment solutions to help clients work toward their long-term financial goals.
- Advise clients on investment strategies and other financial decisions.
- Assess clients' assets, liabilities, and overall financial conditions.
- Prepare presentations that recommend various financial products.
- Review and communicate portfolio performances to clients.
The ideal candidate will have previous experience in banking, financing, or other related fields, familiarity with investment products and services, and excellent written and verbal communication skills.
-
Financial Services Representative
3 days ago
Stamford, Connecticut, United States Slingo Financial Services Full timeSlingo Financial Services: Your Path to SuccessWe are a dynamic and innovative company dedicated to helping individuals develop their own businesses and achieve financial success. Our unique approach to selling insurance policies provides a proven sales system that can lead to unlimited growth.We prioritize investing in our agents, providing ongoing...
-
Financial Leadership Professional
10 hours ago
Stamford, Connecticut, United States Creative Financial Staffing Full timeJob Title: Financial Leadership ProfessionalCompany Overview:Creative Financial Staffing is seeking an experienced Accounting Manager to join our dynamic team. Our client, a leading international organization with locations in the US and UK, offers a hybrid work schedule - 2 days from home and 3 days out of their corporate office in Stamford,...
-
Financial Debt Resolution Specialist
3 weeks ago
Stamford, Connecticut, United States Lighthouse Financial Solutions Full timeKey ResponsibilitiesWe are seeking a highly skilled Financial Debt Resolution Specialist to join our team at Lighthouse Financial Solutions. As a key member of our debt relief team, you will be responsible for guiding clients through the debt resolution process and providing exceptional customer service.In this role, you will work closely with clients to...
-
Financial Operations Director
3 weeks ago
Stamford, Connecticut, United States Creative Financial Staffing Full timeJob Title: Financial Operations DirectorWe are seeking an experienced Accounting Manager with Oracle proficiency to oversee accounting operations, ensure compliance, and support strategic decision-making for our client in Stamford, CT.About the Role:This leadership position offers opportunities for growth in a collaborative environment, where you will manage...
-
Financial Operations Coordinator
3 weeks ago
Stamford, Connecticut, United States Creative Financial Staffing Full timeJob Summary:We are seeking a highly detail-oriented Financial Operations Coordinator to join our team at Creative Financial Staffing. As a key member of our finance department, you will play a crucial role in ensuring the smooth day-to-day accounting operations.About Us:Creative Financial Staffing is a mission-driven nonprofit organization dedicated to...
-
Stamford, Connecticut, United States Lenox Advisors Full timeAbout Lenox AdvisorsWe are a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families.Our team of professional fiduciaries is dedicated to helping clients navigate through and secure their financial future.Job OverviewThis role offers the opportunity to develop new client opportunities across the wealth...
-
Business Financial Planning Manager
3 weeks ago
Stamford, Connecticut, United States Creative Financial Staffing Full timeFinancial Analyst PositionWe are seeking a detail-oriented Financial Analyst to drive strategic financial insights and support our North America financial operations.About the Role:The ideal candidate will leverage advanced analytical skills to optimize financial processes and deliver comprehensive reporting.Key Responsibilities:Collaborate with North...
-
Real Estate Financial Analyst
9 hours ago
Stamford, Connecticut, United States Creative Financial Staffing Full timeCreative Financial Staffing is currently seeking a skilled Accounting Professional to join our team.This individual will play a key role in our financial operations by providing accurate and timely financial reporting and analysis for multiple commercial properties.About Our Ideal CandidateBachelor's degree in Accounting or related fieldMinimum 1 year of...
-
Financial Analyst
10 hours ago
Stamford, Connecticut, United States Creative Financial Staffing Full timeJob Title: Senior AccountantLocation: Stamford, CTWe are seeking a highly skilled Senior Accountant to manage financial records, ensure compliance, and support organizational decision-making. The successful candidate will have a collaborative environment with growth potential.This role is ideal for an experienced accounting professional looking to utilize...
-
Stamford, Connecticut, United States Rosenbaum Sobel LLC Full timeAbout This RoleWe are seeking a highly skilled Senior Tax Accountant to join our team in South Florida.Rosenbaum Sobel Weinrub LLC is a leading provider of high-quality tax, management, and accounting services to a diverse client base.Our ideal candidate will possess strong communication skills, both orally and written, with the ability to prepare and...
-
Stamford, Connecticut, United States Creative Financial Staffing Full timeAbout the Company:International manufacturing company with a rich history of over 50 years. This company offers a unique opportunity to oversee finance, accounting, HR, and IT functions, fostering growth and stability. With a strong focus on long tenure and great work-life balance, this role provides an ideal setting for professionals looking to make a...
-
Financial Manager
3 weeks ago
Stamford, Connecticut, United States Creative Financial Staffing Full timeWe are seeking a seasoned Financial Manager to lead our Banking Operations team. This role is ideal for an experienced professional looking to leverage their skills in cash management, treasury reporting, and administrative matters.About the RoleThe successful candidate will be responsible for maintaining existing bank accounts, opening and closing accounts...
-
Financial Services Representative
3 weeks ago
Stamford, Connecticut, United States JCW Group Full timeAbout Us">JCW Group is a community-focused bank dedicated to serving the needs of individuals and businesses in the CT area. Our team is committed to providing personalized service and support to help our customers achieve their financial goals.">Job Summary">We're looking for a skilled Financial Services Representative to join our team as an Universal...
-
Office Administrator
3 days ago
Stamford, Connecticut, United States Hackmann Wealth Partners Full timeAbout the Company Hackmann Wealth Partners is a Stamford CT-based financial planning firm that offers a unique opportunity to work in a fast-paced, entrepreneurial environment. As an Office Administrator - Financial Services, you will play a vital role in supporting our President and other team members in their daily tasks. Your responsibilities will include...
-
Oracle Financial Services Specialist
3 days ago
Stamford, Connecticut, United States Syntricate Technologies Full timeWe are looking for a skilled Oracle Financial Services Specialist to join our team at Syntricate Technologies in Stamford, CT. This role involves working on Oracle Financial systems, using your technical expertise to design, implement, and maintain these systems. The ideal candidate will have 7+ years of experience in Oracle Financials, 7 years of experience...
-
Healthcare Financial Leadership Professional
2 days ago
Stamford, Connecticut, United States WTW inc. Full time**Job Summary**A career-defining opportunity awaits an experienced professional to lead clients' financial/actuarial engagements in our Financial Actuarial & Analytics Community. As a key member, you will drive client action, improve plan performance, and contribute to cutting-edge projects.**Key Responsibilities**Lead complex clients' engagements for a...
-
Client Service Liaison Specialist
1 week ago
Stamford, Connecticut, United States National Financial Partners Full timeAbout the RoleWe are seeking a skilled Client Service Associate to join our team at National Financial Partners.Key Responsibilities:Scheduling and coordinating activities with our clients and internal stakeholders to ensure seamless service delivery.Facilitating the implementation of new policies and client service processes to enhance customer...
-
Financial Services Director
3 weeks ago
Stamford, Connecticut, United States Atlantic Group Full timeAtlantic Group is seeking a highly skilled Associate Director in Financial Services to lead corporate and specialty finance functions in Stamford, CT. This full-time role involves overseeing fund accounting, financial reporting, and tax processes while enhancing team efficiency and reporting.Compensation: $145,000 - $185,000/year + bonusJob OverviewThe ideal...
-
Senior Financial Analyst
3 days ago
Stamford, Connecticut, United States KETER ENVIRONMENTAL SERVICES LLC Full timeAccountant Job Description at KETER ENVIRONMENTAL SERVICES LLCWe are seeking an experienced Accountant to join our team at KETER ENVIRONMENTAL SERVICES LLC, a leading waste and recycling management company.Estimated Salary: $60,000 - $80,000 per yearJob SummaryThe Accountant will be responsible for applying principles of accounting to analyze financial...
-
Financial Operations Manager
3 weeks ago
Stamford, Connecticut, United States KETER ENVIRONMENTAL SERVICES LLC Full timeAbout Keter Environmental ServicesKeter Environmental Services LLC is a leading waste and recycling management company with a national presence. With over 1400 client programs and partnerships with 2500+ providers, we offer comprehensive environmental solutions to commercial and municipal properties.Our team of real estate, financial, and environmental...