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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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
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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
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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.
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.
3mo
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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
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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
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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.
2mo
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Financial Services Representative -Lake Grove, NY
Lake Grove, New York, United States
$45k-$75k/yr HybridFull Time
Customer service experience; willing to obtain FINRA licenses (SIE, Series 7, 66); ability to work from home with one day per week in an Investor Center; strong communication.
2w
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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
6d
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Financial Services Representative -Lake Grove, NY
Lake Grove, New York, United States
$45k-$75k/yr HybridFull Time
Customer service experience; ability to support customers by phone, process transactions, and obtain FINRA licenses (SIE, Series 7, Series 66) through company-paid training and study time.
3mo
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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
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Client Service Associate
Armonk, New York, United States
$60k-$65k/yr OnsiteFull Time
2+ YOEBachelor's degree required; 2+ years in financial services preferred. Experience in wealth management, strong multitasking, documentation accuracy, and ability to obtain SIE/Series 7/65 registrations; must be US citizen or permanent resident.
CRM
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.
4w
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Relationship Manager, Global Equity - VP
Alpharetta or Menlo Park or Purchase
$110k-$185k/yr OnsiteFull Time
3+ YOEUniversity degree in Business/Economics, minimum 3 years in account management/client services or sales, SIE and FINRA Series 7 & 63 required, strong communication, Excel/Word and web/email competency, ability to travel up to 25%.
Microsoft Excel, Microsoft Word, email, internet
3mo
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VEA - Team Manager
Purchase or Tempe
$110k-$180k/yr OnsiteFull Time
10+ YOEBachelor's degree or equivalent; minimum 10 years relevant experience; previous management experience; SIE required before start, Series 7 and Series 66 required within 90 days; strong communication, organization, and MS Office skills.
Microsoft Office, Next Best Action
2mo
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Senior Wealth Advisor SAFE Act - Suffolk County
Huntington, New York, United States
$70k-$120k/yr HybridFull Time
5+ YOE5-8 years experience in proactive sales/service roles in financial services; SIE and Series 7 and 66 (or 63 & 65); Group 1 insurance; MLO registration required; Microsoft Office proficiency; strong analytical and communication skills; bachelor’s preferred.
Microsoft Excel, Microsoft Outlook, Microsoft Word
1mo
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Branch Banking Client Consultant II-Licensed
East Northport, New York, United States
$18-$28/hr OnsiteFull Time
4+ YOEHigh school or equivalent; 4-5 years customer service and sales in financial services; NMLS registration; Life/Health licenses within 90 days; FINRA SIE, Series 6, and Series 63/66 within 90 days; ability to train others.
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