2w
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Registered Wealth Management Client Associate
Fairfield, Connecticut, United States
$25-$45/hr OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted), advanced investment knowledge, strong client service, proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Internal Wholesaler
Springfield or Boston
$60k-$65k/yr HybridFull Time
1+ YOEBachelor’s degree or HS diploma +4 years in financial services; 1+ year life insurance sales; FINRA SIE, Series 6 & 63; State Life & Health license.
Salesforce, Microsoft Office
1mo
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Financial representative
Fairfield County, Connecticut, United States
FieldFull Time
Ability to obtain/state-hold life insurance license, SIE, Series 6/7 and Series 63 as required; pass background and regulatory checks; integrity, leadership, community engagement.
5d
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AMP Financial Advisor Trainee - Springfield, MA
Springfield, Massachusetts, United States
$31k-$75k/yr OnsiteFull Time
3+ YOEComplete AMP training and obtain licensing; 3+ years relevant experience preferred, bachelor’s degree preferred, sales and client development skills, SIE and Series licensing required/obtainable.
2mo
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Private Client Banker - Westport Main St - Westport, CT
Westport, Connecticut, United States
$25-$33/hr OnsiteFull Time
1+ YOE1+ year banking/financial services experience; SIE/FINRA licenses required or to be completed within 180 days; high school diploma or equivalent; ability to work weekends/evenings.
3w
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Financial Advisor
New Haven, Connecticut, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial mindset, client-facing experience, licensing (SIE, Series 6/7/63, life/accident & health) required; strong communication and time-management skills.
5d
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Licensed Private Client Banker
Fishkill, New York, United States
$25-$38/hr OnsiteFull Time
Proven sales and relationship-building experience; FINRA S6,S63,SIE and life & health insurance upon hire; comfortable with prospecting, referral generation, and digital tools; high school required; valid driver's license.
Microsoft Windows, Microsoft Word, Microsoft Excel
1mo
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Financial Services Representative - New Haven, CT
New Haven, Connecticut, United States
HybridFull Time
Provide inbound customer support by phone, assist with account questions, transfers and trades, complete FINRA licensing (SIE, Series 7, Series 66) via sponsored training; strong customer-service skills and coachability.
1mo
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Financial Advisor - Niantic, CT - Market 13, Region 330
Niantic or Connecticut or United States
$45k-$100k/yr OnsiteFull Time
Bachelor's preferred or equivalent experience; financial services or sales background; must obtain SIE, Series 7 and Series 66 and state insurance licenses (FINRA registrations within 3 months); strong relationship-building and critical thinking.
1mo
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Licensed Relationship Manager
Pleasant Valley, New York, United States
$26-$31/hr OnsiteFull Time
High school diploma/GED; SIE required; NYS Notary Public within 12 months; NMLS registration required; Series 7 and 66 or able to pass within 120 days; must pass FINRA background screening.
1mo
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Financial Advisor- Longmeadow, Massachusetts
Longmeadow, Massachusetts, United States
$72k-$108k/yr OnsiteFull Time
2+ YOE2+ years advising/planning and investment sales, SIE/Series 7/63 required, Series 66 and L&H required or ability to obtain, strong consultative sales and communication skills, ability to travel/commute within assigned market.
1mo
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Wealth Relationship Manager - SAFE ACT - New Canaan/Norwalk, CT
New Canaan or Norwalk
$88k-$133k/yr OnsiteFull Time
5+ YOE5+ years experience; FINRA registration (SIE and Series 6/63/65 or Series 7/66) required within 150 days; MLO registration (NMLS) and Insurance Group 1 required; bachelor\u0002s or equivalent experience; Microsoft Office and financial planning software familiarity.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
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