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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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
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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
2w
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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
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.
2w
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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.
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
3mo
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Wealth Advisor Team Leader
Fairfield, Connecticut, United States
$205k-$341k/yr HybridFull Time
9+ YOE3+ MgmtLead a Wealth Advisor team; manage pipelines, sales, and client relationships; require Bachelor's + 9 years, 3 years management; strong communication, sales, and analytical skills.
1d
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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.
6d
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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.
1mo
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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.
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 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.
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.
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
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