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
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.
3w
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Financial Advisor
West Hartford, Connecticut, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to obtain Life/Accident & Health, SIE, Series 6, 7 and 63 licenses; entrepreneurial, relationship-building and client-facing skills; US work authorization required.
3mo
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Licensed Private Client Banker
Glastonbury, Connecticut, United States
$25-$38/hr OnsiteFull Time
FINRA S6, S63, SIE; Life and Health licenses; high school diploma required; bachelor's degree preferred; experience in sales and client relations; MS Windows and Microsoft Office proficiency.
Microsoft Windows, Microsoft Office
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.
3w
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Financial Advisor
West Hartford, Connecticut, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, licensing (Life/Accident & Health, SIE, Series 6/7/63), strong client-building and communication skills, entrepreneurial mindset, legal authorization to work in the US without sponsorship.
3w
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Financial Advisor
Hartford, Connecticut, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to obtain insurance and securities licenses (Life/Accident & Health, SIE, Series 6,7,63), strong relationship-building and time-management skills, and legal authorization to work in the US without sponsorship.
3w
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Financial Advisor
Springfield, Massachusetts, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to obtain Life/Accident & Health, SIE, Series 6, 7, 63; entrepreneurial, relationship-building, strong communication and critical thinking, legal authorization to work in the US without sponsorship.
1w
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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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Premier Banker- Berlin CT
Berlin, Connecticut, United States
$26-$39/hr OnsiteFull Time
2+ YOEHS diploma/GED required; 2+ years banking/financial experience; consultative sales skills; must maintain NMLS registration; SIE preferred; life & health license preferred; background and credit checks required.
1mo
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Financial Advisor Trainee - Springfield, Massachusetts
Springfield, Massachusetts, United States
$26-$39/hr OnsiteFull Time
1+ YOESIE required; ability to obtain Life & Health, Series 7 and Series 66 licenses; 1+ years relevant experience or college degree; strong communication, sales and client relationship skills; ability to attend in-person training.
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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Financial Advisor - Cheshire, CT - Market 13, Region 330
Cheshire, Connecticut, United States
$45k-$100k/yr OnsiteFull Time
Candidate should be motivated, relationship-focused, and able to grow a client practice; bachelor's degree preferred or equivalent experience; SIE, Series 7 and Series 66 required (can be obtained during paid study); FINRA registrations within three months and state insurance licenses required.
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.
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