Financial Services Professional
Charter Oak Financial
Job Description
Job Description
You’ll be in business for yourself, but never by yourself: Our culture of success focuses on the unique abilities every one of our associates brings to the table, develops you to your utmost potential, and is driven by our mission to create authentic relationships that redefine possible.customize your CAREER ABOUT THE RIGHT CANDIDATERegardless of past experience, our ideal candidate possesses four key traits:•Cultural Fit: We are creative, inclusive and collaborative. How well would you work in this type of environment?•Unique Ability: This is one or two very obvious strengths an individual has. One essential unique ability we look for in this business is someone’s skill in meeting with people and wanting to help them. What unique ability would you bring to your business?•Drive: How hard are you willing to work to become successful?•Integrity: Demonstrated honesty and desire to do the right thing—always. ABOUT THE CAREERIn this role, you’ll help clients make good financial decisions for the long term while you enjoy the freedom, flexibility and growth opportunity of running your own business. RESPONSIBILITIES INCLUDE•Prospecting for clients through networking and referrals•Developing and maintaining long-term relationships with clients•Providing financial solutions for clients through fact gathering and needs analyses•Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates PROFESSIONAL DEVELOPMENT + RECOGNITION•Holistic training program for all levels•Product, marketing, compliance and technology support at both the agency level and the corporate level•Unlimited income potential•Recognition and rewards for performance, productivity and leadership Baseline educational requirements include a bachelor’s degree, and the ability to acquire a life and health license.
- ...Qualifications Bachelor’s degree; or 5+ years of equivalent work experience 3+ years of professional work experience, preferably in sales, recruiting, or related field Experience in the financial services industry a plus Experience with prospecting; generating leads via phone or...SuggestedContract workWork experience placementWork at officeLocal areaHome office
- About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time opportunity... ...and is not an hourly position We are a financial services staffing company now hiring for opportunities with Global Financial...SuggestedRemote jobHourly payFull timePart timeFor contractorsImmediate start
- A financial services staffing company is seeking an Entry-Level Financial Professional to work remotely. This role involves building client relationships and providing financial education. Candidates should be dedicated, detail-oriented, and able to multitask. No direct...SuggestedRemote job
- ...Description About Us At WealthBridge Financial Group, we help individuals, families, and... ...to join our growing team as Financial Professionals. In this role, you will work closely... ...goal-oriented Interest in financial services, wealth management, or business development...SuggestedFlexible hours
$130k - $160k
...insurance or reinsurance, asset management, or a quantitative financial services role with general account exposure Strong understanding of... ...related field; progress towards an advanced degree and/or professional designation a plus Pay / Location Norwalk, CT Hybrid...SuggestedWork at office- ...Financial Solutions Advisor - Southern CT. Market Westport, Connecticut;Southbury, Connecticut... ...referrals to appropriate internal service providers based on client needs and... ...met or exceeded. • Achieved additional professional designations such as Certified...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...individual implements all aspects of lending services offered, developing a balanced and well... ...clients and offer appropriate financial products, services, and loans. Provide... ...firm specializing in placing quality professionals within multiple industries across the United...
- ...guided by a common purpose to help make financial lives better through the power of every... ...make referrals to appropriate internal service providers based on client needs and... ...environment where goals were met or exceeded. Professional designations such as Certified...Temporary workMonday to FridayShift workDay shift
- ...A leading financial services firm in Darien, CT, is seeking an Assistant Controller to oversee senior accountants and manage financial reporting for corporate subsidiaries. The ideal candidate has a Bachelor's degree in Accounting or Finance and at least 7 years of finance...
$69k - $80k
...for one of our clients. Investment Operations Service Associate Our client is an award‑winning wealth management and financial planning practice in Westport, CT that is... ...within 6 months of hire Exceptionally strong professional communication skills (verbal and written/email...Full timeWork at officeHome officeFlexible hours- ...OVERVIEW Supervise and manage the Service Line with processing a variety of financial transactions, while providing excellent customer service. Assists with... ...goals. Manage and support team members in their professional development through coaching, training, and recognition...Local areaFlexible hours
- ...Mcintosh-Carter Certified Public Accountants of Darien, GA is looking to hire a part-time Auditor. This position will require audits of financial statements for private, public and or non-for-profit businesses. Do you want to work part time onsite for a respected local firm ?...Part timeLocal area
- ...consultative sales conversations, and exceptional service. This individual serves as a trusted financial partner, helping customers achieve their financial... ...interaction. Resolve customer concerns promptly and professionally. Serve as a trusted advisor and primary point of...Monday to FridayFlexible hours
- ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you... ...approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors...Immediate startAfternoon shift
- ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you... ...approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors...Immediate startAfternoon shift
- ...their lives by providing education and advice tailored to their financial needs. Responsibilities Share the value of Chase Private... ...approach, ensuring each client receives the best products and services for their needs. Partner with Private Client Advisors, Mortgage...Afternoon shift
$7.5k
...Maintain general ledgers used for tax and financial reporting Prepare bank, credit card,... ...accounting Advanced degree (MBA) and/or professional certification (CPA or CA) Prior... ...Hybrid work environment Free catered food services for in‑office days Generous PTO offering...Summer workCasual workWork at office$95k
...a newly created position driven by company growth. This is an excellent opportunity for an accounting professional looking to join a sophisticated financial services environment and gain exposure to both corporate and fund accounting while working directly with senior...For contractorsWork at officeLocal area$85k - $100k
...designed to be the fastest installing and most cost-effective in the industry. The Project Accountant will support the accounting and financial reporting for utility-scale solar racking projects under ASC 606 (Revenue from Contracts with Customers). This role will work...Full time- ...Our client, a leading financial services firm in Greenwich, CT, is seeking a Senior Accountant to join their growing team. This is a hands-on corporate accounting role focused on management company accounting, financial reporting, and supporting month-end close processes...
- ...Colorado, North Star Staffing Solutions prides itself on exceptional services and relationships that we have built over the years. Our... ...Canadian operations. Assist with the preparation of audited financial statements and related footnotes, including any new footnote requirements...Work at office
$200k
...Controller Confidential Public Company Stamford , CT/On-site 5 days/week A publicly traded, multi-segment financial services organization is seeking a Corporate Controller to lead all accounting operations and partner closely with the CFO. This is...For contractorsWork at officeLocal areaImmediate start$75k - $95k
...member of the Finance team providing key financial reporting and analysis. The successful... ..., including reinsurance, shared services, cost allocations, and treasury activities... ...Certification is preferred. Advanced knowledge of professional accounting software. Other Attributes...Immediate start- We're looking for an experienced Revenue Accountant as a new position in this growing Accounting Team! This role involves supporting the Controller and other accountants with revenue analysis, journal entries, and collaboration across business units to support continuous...Work at office
$55k - $70k
...Opportunity: * Robust training and mentorship to support your professional development * Work alongside a skilled and collaborative... ...receivable (AR) processes * Support the preparation of monthly financial statements * Prepare journal entries and perform bank reconciliations...InternshipRemote work- ...in the preparation of the consolidated internal and external financial statements by gathering and analyzing information from the general... ...by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in...
- ...Responsibilities Prepare and maintain accurate financial records, schedules, and general ledger... ...discipline Minimum of 2 years of professional accounting experience Strong... ...Full‑time Job Function Accounting/Auditing Industries Consumer Services #J-18808-Ljbffr...Full timeShift work
- ...calendar year staff Reports to: Chief Financial & Operations Officer Travel: Infrequent... ...delivering accurate, timely financial services and thoughtful stewardship of institutional... ...from benchmarking, webinars, and professional networks to recommend improvements and...Full timeWork at office
$70k - $80k
...Financial Analyst Compensation: $70,000-80,000 + bonus Work Model: Hybrid (2-3 days in Fairfield County office) Position Overview Join a rapidly growing leader in the energy sector—an industry driving innovation and transformation. As a Financial Analyst, you'll be an...Work at office$68.97k - $80k
...July 10, 2026 Full-Time On-site Locations Showing 1 location 45 Glover Ave Norwalk, CT 06850, USA Description Position Overview: The Financial Analyst provides critical support through analyzing, measuring, and guiding membership business performance. This high impact role...Full time
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