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
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.
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
19h
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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.
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.
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.
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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Licensed Relationship Manager
Pleasant Valley, New York, United States
$26-$31/hr OnsiteFull Time
High school diploma/GED; SIE required; NYS Notary Public within 12 months; NMLS registration required; Series 7 and 66 or able to pass within 120 days; must pass FINRA background screening.
2mo
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Financial Advisor - Milford, CT - Market 13, Region 330
Milford, Connecticut, United States
$45k-$100k/yr OnsiteFull Time
Candidates should be motivated with sales or financial services experience; bachelor’s degree preferred or equivalent experience. Required registrations include SIE, Series 7 and Series 66 (may be obtained during paid study); state insurance licenses and FINRA registrations required.
1mo
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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
1mo
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Wealth Relationship Manager - SAFE ACT - Yorktown Heights
Yorktown Heights, New York, United States
$88k-$133k/yr OnsiteFull Time
5+ YOE5+ years experience; required US FINRA registrations (SIE and Series 6/63/65 OR Series 7/66), Insurance Group 1 and mortgage loan originator registration (SAFE Act). Bachelor's or equivalent, strong analytical and communication skills, Microsoft Office and financial planning software experience, KYC/AML compliance.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select