1mo
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Private Client Advisor
East Haven, Connecticut, United States
HybridFull Time
Sales-focused advisor for mass-affluent clients; requires FINRA SIE, S7, S66/S63 and S65, resident state insurance licenses; high school diploma required (BA preferred); ability to obtain required licenses if not held.
1mo
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Transportation Client Advisor
Wallingford, Connecticut, United States
$75k-$150k/yr HybridFull Time
3+ YOE3+ years client-facing or business development experience; P&C or Life & Health license preferred or able to obtain; experience with CRM and AI applications; strong communication and consultative sales skills.
CRM, AI
3mo
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Client Advisor - Westfarms Mall
Farmington, Connecticut, United States
$23-$32/hr OnsiteFull Time
2+ YOE2+ years in luxury fashion or high-end retail; strong tailoring knowledge; proven clienteling; excellent communication; CRM/POS experience; able to work retail hours including evenings and weekends.
CRM, POS systems
3w
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Work From Home - Client Benefits Advisor
New Haven, Connecticut, United States
RemoteFull Time
Guide and educate interested clients remotely; self-starter, competitive, coachable, no cold outreach, opportunity for leadership; interviews via Zoom.
Zoom
3mo
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Financial Advisor
Holyoke, Massachusetts, United States
$55k-$130k/yr HybridFull Time
0+ YOEEntry level financial advisor with Life and Health licenses; client development and fiduciary-focused advisory; commission-based earnings.
3mo
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Wealth Management Client Associate
Hartford, Connecticut, United States
$25-$44/hr OnsiteFull Time
Client service support for Financial Advisors, ensure timely materials, assist with risk-aware client servicing; strong communication and computer skills required.
Microsoft Word, Excel, PowerPoint, Salesforce
2mo
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Client Relationship Analyst
Worcester or Middleton
$15-$43/hr OnsiteFull Time
High school diploma required (college preferred). Strong client service, Microsoft Office skills, attention to detail, and willingness to obtain required FINRA series licenses. Ability to execute money movements and support advisors.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
3w
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AVP, Advisor
West Hartford, Connecticut, United States
$88k-$120k/yr HybridFull Time
4+ YOEMinimum 4 years wealth management experience, bachelor’s degree preferred, proficiency in Microsoft Office and CRM, strong communication, project management, and client service skills.
Microsoft Office, CRM
3w
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AVP, Advisor
West Hartford, Connecticut, United States
$88k-$120k/yr OnsiteFull Time
4+ YOE4-7 years wealth management experience, bachelor’s degree preferred, proficiency with Microsoft Office, strong communication, planning, and client service skills; supervisory experience a plus.
Microsoft Office
2d
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Wealth Advisor - New Haven - CT
New Haven, Connecticut, United States
$105k-$250k/yr OnsiteFull Time
2+ YOEActive Series 7 and 63/65 (or 66), life/health/variable insurance license (or obtain within 60 days), minimum 2 years financial advisor experience, track record in new business development, familiarity with high-net-worth clients; bachelor\u0002s degree preferred.
1w
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Financial Advisor
Springfield, Massachusetts, United States
$90k-$120k/yr OnsiteFull Time
Series 7 required, professional client-facing experience, proficiency with financial planning software and Microsoft Office, ability to work on-site in Springfield, MA, and maintain confidentiality.
RightCapital, eMoney, MoneyGuidePro, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2w
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Financial Advisor
New Haven, Connecticut, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, legal US work authorization, obtain life/health and securities licenses (SIE, Series 6,7,63), strong client-building and communication skills, entrepreneurial drive.
3w
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Financial Advisor
Wethersfield, Connecticut, United States
$80k-$85k/yr OnsiteFull Time
6+ YOE6+ years in financial services with emphasis on sales and client relationship management; strong investment and retirement planning knowledge; excellent communication; ability to work in a fast-paced environment. Preferred: Series 65 or Series 7 & 66, Connecticut Life & Health, CFP.
iCIMS
1mo
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Lead Advisor, Atlanta - KAR
Atlanta or Los Angeles or Hartford or United States
$120k-$150k/yr RemoteFull Time
5+ YOEBachelor's in finance/economics required, 5+ years wealth advisory experience, Series 65/66 (or CFP/CFA waiver), proficiency with eMoney, Salesforce and Microsoft platform, strong communication and client management skills.
Microsoft, eMoney, Salesforce
1w
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Beauty Advisor - Flex
Canton, Connecticut, United States
$20-$23/hr OnsiteFull Time, Part Time
Retail or client-focused experience, passion for beauty, strong communication, ability to lift up to 50 lbs, punctual and available for nights/weekends/holidays.
1w
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Beauty Advisor - Flex
Canton, Connecticut, United States
$20-$23/hr OnsiteMultiple Commitments Available
Retail or client-facing experience, strong communication and interpersonal skills, passion for beauty and trends, ability to lift up to 50 pounds, punctual and reliable.
3w
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Financial Advisor – Cornerstone Bank
Athol, Massachusetts, United States
$50k-$90k/yr OnsiteFull Time
3+ YOESeries 7 and 66 (63/65) and insurance license required; 3+ years investment sales experience; ability to build client relationships and create client-specific solutions.
3mo
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Wealth Advisor (Woodbridge, CT)
Woodbridge, Connecticut, United States
$85k-$145k/yr HybridFull Time
5+ YOEBachelor's degree; 5+ years experience; CFP or other certifications; strong financial planning and client service.
MS Word, Excel, PowerPoint, Outlook, Salesforce, Financial planning software
3w
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Financial Advisor-in-Training
Glastonbury, Connecticut, United States
$60k/yr HybridFull Time
Bachelor's degree (or graduating within six months); strong people, communication, and problem-solving skills; client-facing experience preferred; growth-minded and resilient.
1mo
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Client Consulting Transformation Director - 274409 | CBRE
Worcester, Massachusetts, United States
$135k-$155k/yr OnsiteFull Time
10+ YOEBachelor's preferred with 10+ years relevant experience; experience leading matrixed teams; trusted advisor to senior stakeholders; strong Microsoft Office skills; experience with occupancy planning, space data, and CAD-related services.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CAD
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