3mo
Save
Mark Applied
Hide
Financial Solutions Advisor Registration Candidate - Newington Financial Center
Newington, Connecticut, United States
$29-$34/hr OnsiteFull Time
1+ YOELicensing in progress; strong client advisory skills; experience in financial services or sales; ability to manage multiple tasks; FINRA SIE preferred.
3mo
Save
Mark Applied
Hide
Licensed Private Client Banker
South Windsor, Connecticut, United States
$25-$38/hr OnsiteFull Time
3+ YOEExperience in developing client relationships; sales/referrals; FINRA licenses S6, S63, SIE and Life/Health licenses; high school required; bachelor’s degree preferred.
Microsoft Windows, Microsoft Office, Excel, Mobile technology, Web browsers
3mo
Save
Mark Applied
Hide
CSI Investment Assistant II - Chestnut Hill or Hartford, CT
New Haven or Boston
OnsiteFull Time
3+ YOEInvestment assistant role requiring liaison with clients, onboarding, and scheduling; Series 7/66/SIE licenses and related credentials; 40 hours/week, Mon-Fri.
Microsoft Office, Salesforce
3w
Save
Mark Applied
Hide
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.
2mo
Save
Mark Applied
Hide
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.
3mo
Save
Mark Applied
Hide
Annuities Inbound Sales Consultant
Newark or Shelton or Fort Washington
$57k-$94k/yr HybridFull Time
SIE, FINRA Series 6/7 and 63 required. Prior sales experience; knowledge of annuities and retirement industry; ability to obtain state insurance license within 60 days.
2w
Save
Mark Applied
Hide
Financial Advisor Associate- Hartford, Connecticut
Hartford, Connecticut, United States
$62k-$93k/yr OnsiteFull Time
1+ YOESIE and Series 7 required, L&H and Series 66 required or obtainable; 1+ year financial services experience; strong sales, advisory, communication, and regulatory compliance skills.
SalesForce, Money Guide Pro
1mo
Save
Mark Applied
Hide
Financial representative
Hartford County, Connecticut, United States
OnsiteFull Time
Ability to obtain/hold life insurance license, SIE, Series 6 and/or 7, Series 63 as required; pass background and regulatory checks; client-facing relationship and sales skills.
2w
Save
Mark Applied
Hide
Internal Sales Associate
St. Petersburg or Stamford or Boston
$55k-$65k/yr OnsiteFull Time
BA/BS required; obtain SIE, Series 7 and Series 63 within 90-180 days; proficiency with MS Office Suite; strong communication, time management, and sales aptitude.
MS Office Suite
3mo
Save
Mark Applied
Hide
CMO Structurer - Trader I (Stamford, CT, US, 06831)
Stamford, Connecticut, United States
$65k-$110k/yr OnsiteFull Time
1+ YOEBachelor's in Finance/Economics; 1+ year MBS trading/structuring experience; CFA/SIE/Series 7/63 preferred; strong analytical and communication skills; ability to analyze P&L and risk.
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Senior Premier Banker Somerset
Somerset or Alaska or Alabama or Connecticut or Delaware or Hawaii or Iowa or Idaho or Indiana or Kansas or Maryland or Michigan or Minnesota or Mississippi or Montana or North Carolina or North Dakota or Nebraska or New Mexico or Oregon or South Carolina or South Dakota or Tennessee or Texas or Utah or Virginia or Washington or Wisconsin or Wyoming
$37-$66/hr OnsiteFull Time
4+ YOE3–4+ years experience building customer relationships and recommending financial products; FINRA Series 6 & 63 (and possibly Series 65/SIE) and state insurance licenses required; SAFE registration and LO/CFPB requirements apply.
1mo
Save
Mark Applied
Hide
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
Explore Jobs
Expand Your Job Search
Top Cities in Connecticut for Sie
- Sie jobs in Bridgeport, CT
- Sie jobs in New Haven, CT
- Sie jobs in Stamford, CT
- Sie jobs in Hartford, CT
- Sie jobs in Waterbury, CT
- Sie jobs in Norwalk, CT
- Sie jobs in Danbury, CT
- Sie jobs in New Britain, CT
- Sie jobs in West Hartford, CT
- Sie jobs in Bristol, CT
- Sie jobs in Meriden, CT
- Sie jobs in Hamden, CT
- Sie jobs in Fairfield, CT
- Sie jobs in West Haven, CT
- Sie jobs in Milford, CT
- Sie jobs in Stratford, CT
- Sie jobs in East Hartford, CT
- Sie jobs in Middletown, CT
- Sie jobs in Enfield, CT
- Sie jobs in Shelton, CT