20 sie jobs at 11 companies in Glastonbury, CT
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Financial Advisor
Niantic, Connecticut, United States
$45k-$100k/yr OnsiteFull Time
Requires financial services or sales experience, registration or certification, professional or military progression, or equivalent work experience; SIE, Series 7, Series 66, and state insurance licenses are required.
SIE, Series 7, Series 66, FINRA, SEC
3mo
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Financial Advisor - Hartford County, CT
Hartford County or Hartford
FieldFull Time
Bachelor’s degree or equivalent experience; obtain FINRA SIE, life and health licenses, complete securities registrations, and pass background and fingerprinting checks.
FINRA SIE
1d
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Part-time Registered Client Service Associate - Springfield, MA
Springfield, Massachusetts, United States
$10k-$55k/yr OnsitePart Time
1+ YOEHigh school diploma or equivalent and 1+ year of securities industry or related experience preferred; requires SIE and Series 7, with Series 63, 65, or 66 as required by state.
Microsoft Excel, Client Relationship Management (CRM) software
3mo
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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
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.
1w
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Regional Sales Director - Retirement Plan Sales
Providence or Massachusetts or Connecticut or Boston or New Haven or Hartford
$90k-$130k/yr HybridFull Time
5+ YOERequires 5+ years of outside B2B sales experience, retirement product knowledge, cold-calling and territory management skills, Series 6, 63, and SIE, and a valid driver's license; bachelor's degree preferred.
1w
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Financial Advisor - Hartford, Connecticut
Hartford, Connecticut, United States
$72k-$108k/yr FieldFull Time
2+ YOERequires 2+ years of advice, planning, and investment sales experience; consultative sales experience; SIE, Series 7, Series 63, L&H, and Series 66 or equivalent; strong communication and wealth management skills.
Customer Identification Program (CIP), Anti-Money Laundering (AML)
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.
2mo
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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.
2mo
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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.
1w
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College Financial Representative, Internship Program
Springfield, Massachusetts, United States
$500-$1k/yr OnsiteInternship
Full-time student, preferably a junior or senior, with entrepreneurial sales ambitions, campus involvement, strong time management, financial planning interest, business savvy, and critical thinking ability.
Series 6, Series 63, CFP, SIE
3w
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Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (Stamford, New Haven, Hartford)
Hartford or Stamford
$120k-$235k/yr OnsiteFull Time
10+ YOE10+ years commercial lending/relationship management experience; ability to manage Healthcare, Education & Not-for-Profit portfolios; strong credit and financial modeling skills; sales and leadership experience; obtain SIE, Series 7 & 63 within 180 days; travel up to 30%.
1mo
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Private Client Banker - Fairfield Center - Fairfield, CT
Fairfield, Connecticut, United States
$25-$33/hr OnsiteFull Time
1+ YOE1+ year branch banking or equivalent experience; relationship-oriented client acquisition and servicing; high school/GED; completion or attainment of SIE, Series 6/7, state registration (63/66) and Life licenses within 180 days; compliance with lending regulations.