3mo
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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
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Financial Advisor- Great Barrington, Massachusetts
Great Barrington, Massachusetts, United States
$72k-$108k/yr OnsiteFull Time
2+ YOEExperience selling investments and financial planning; SIE, Series 7, Series 63; 2+ years advisory experience; willingness to travel; Bachelor’s degree preferred.
3mo
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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
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
1d
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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.
1mo
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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.
3mo
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Private Client Relationship Manager
Boston, Massachusetts, United States
$90k-$111k/yr OnsiteFull Time
3+ YOE3-5 years in banking/wealth management; experience with affluent clients; required licenses SIE, Series 6/7 and 63/66; outstanding communication and client-centric sales skills.
2w
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Financial Advisor - Worcester, MA - Market 13, Region 329
Worcester, Massachusetts, United States
$45k-$100k/yr OnsiteFull Time
Must pursue licensing (SIE, Series 7, Series 66) and state insurance licenses; bachelor's degree strongly preferred or equivalent experience; sales/financial services experience or professional/military progression valued.
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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Private Client Banker - Glastonbury, CT
Glastonbury, Connecticut, United States
$23-$30/hr OnsiteFull Time
1+ YOE1+ year branch banking or equivalent experience; high school/GED; SIE/Series 6/7, state registration (63/66) and life licenses required or to be completed within 180 days; NMLS registration for mortgage origination; ability to work branch hours including weekends/evenings.