1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Private Client Advisor
Norwalk, Connecticut, United States
HybridFull Time
2+ YOE2+ years personal lines insurance experience with high-net-worth clientele, active P&C license, strong client service, ability to travel for meetings, and familiarity with luxury carriers a plus.
1mo
Save
Mark Applied
Hide
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
1d
Save
Mark Applied
Hide
Client Advisor with Athletic Background
West Hartford, Connecticut, United States
$71k-$88k/yr HybridFull Time
State insurance licenses required (training provided), bachelor's preferred, strong interpersonal and analytical skills, sales and client relationship experience beneficial, coaching mindset.
1d
Save
Mark Applied
Hide
Client Advisor with Athletic Background
Stamford or Westport or Fairfield
$70k-$95k/yr HybridFull Time
Prefer bachelor’s in finance/business; strong interpersonal, analytical, and client-development skills; state insurance license required (training provided); prior sales/financial experience beneficial.
1mo
Save
Mark Applied
Hide
Client Advisor - East Hampton, NY
East Hampton, New York, United States
$25-$32/hr OnsiteFull Time
Sales-focused retail experience preferred (luxury market ideal), strong commercial mindset, product knowledge, clienteling skills, customer service and relationship-building abilities.
1mo
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
Insurance Producer / Client Advisor
Wetherfield, Connecticut, United States
$50k-$100k/yr OnsiteFull Time
5+ years in sales or insurance; proven ability to build relationships; strong communication; entrepreneurial mindset.
3w
Save
Mark Applied
Hide
Wealth Management Client Associate
Fairfield, Connecticut, United States
$25-$44/hr OnsiteFull Time
Deliver client service support to Financial Advisors, ensure timely and accurate client materials, learn technology platforms, and act with a client-centric mindset; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
Save
Mark Applied
Hide
Director of Advisor Experience
Norwalk, Connecticut, United States
OnsiteFull Time
Leadership experience overseeing client/advisor service teams, process design, cross-functional collaboration, and performance management to deliver a pre-eminent advisor experience.
1mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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.
2w
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Wealth Advisor
Westerly or Providence
$125k-$175k/yr OnsiteFull Time
10+ YOECFP or CTFA required or in progress, Bachelor's in Finance/Business, 10+ years experience in financial planning/wealth advisory, strong fiduciary focus, client relationship and communication skills.
CRM
1mo
Save
Mark Applied
Hide
Financial Advisor
Fairfield or Bridgeport
OnsiteFull Time
4+ YOE4+ years investment or insurance sales experience; proven track record growing client relationships and assets; Series 7, 63 and 65 or 66; life/variable insurance; strong business development and networking skills.
1mo
Save
Mark Applied
Hide
Financial Advisor
Fairfield or Bridgeport
OnsiteFull Time
4+ YOE4+ years investment and/or insurance sales experience; proven track record growing client relationships and AUM; Series 7, 63, 65 or 66 and life/variable insurance license required; strong business development and networking skills.
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
Beauty Advisor - Flex
Danbury, Connecticut, United States
$20-$23/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication and interpersonal skills, passion for beauty, ability to lift up to 50 lbs, and availability for nights, weekends, and holidays.
Explore Jobs