Wealth Advisor
M&T Bank
M&T Bank Corporation is seeking a Financial Advisor for the Greater Bridgeport Market in Connecticut. This role provides an opportunity to build a robust book of business, leveraging established referral networks across Retail, Business Banking, and Wealth partnerships. The ideal candidate will have at least 4 years of investment or insurance sales experience and a proven ability to grow client relationships. The position offers commission-based compensation, allowing you to focus on developing client-focused investment and insurance solutions. #J-18808-Ljbffr
$58.5k - $70k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Sikorsky Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated...SuggestedWork at officeLocal area$58.5k - $70k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Sikorsky Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated...SuggestedWork at officeLocal area- ...Financial Solutions Advisor - Southern CT. Market Westport, Connecticut;Southbury, Connecticut; Cheshire, Connecticut; New Canaan, Connecticut; Fairfield, Connecticut; Norwalk, Connecticut; Ridgefield, Connecticut To proceed with your application, you must be at...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Financial Advisor (Greater Bridgeport Market) M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the... ...a robust referral network across Retail, Business Banking, and Wealth partners—giving you the opportunity to focus on what you do best...SuggestedWork experience placement
- ...expertise in retirement planning, investment management, insurance and risk management, tax-efficient strategies, estate planning, and wealth preservation. Success in this role comes from building lasting client relationships, growing your network, and creating a business...Suggested
$65k - $80k
Job Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and...Temporary workMonday to FridayShift workDay shift- Join a Team That Makes a Difference at Optimus Health Care! Are you passionate about providing high-quality, patient-centered care? Optimus Health Care—the largest provider of primary health care services in Fairfield County—is looking for dedicated professionals to join...Full timeWork at office
$90k - $100k
...risk management, tax-efficient strategies, estate planning, and wealth preservation. Success in this role comes from building lasting... ...additional factors related to wealth management • Serve as a trusted advisor for new clients acquired through proactive measures to seek,...Work at office- ...Northwestern Mutual in Bridgeport, CT is looking for a Financial Advisor to join their team. This role involves helping clients achieve their financial goals through personalized financial solutions and insurance. As a Financial Advisor, you will engage with clients, develop...
$70k - $80k
Job Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and...Temporary workMonday to FridayShift workDay shift- Connecticut Institute for Communities, Inc. Description: CIFC Health a program of the Connecticut Institute For Communities, Inc., is seeking full-time compassionate, highly motivated and detail-oriented Financial / Certified Application Counselor(s) to join our...Hourly payFull timeWork at office
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...Full timeContract workFor contractorsWork at office$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full‑time student; juniors and seniors preferred...Full timeInternshipLocal areaFlexible hours- ...Accelerate your career in wealth management with one of New England’s fastest-growing independent firms. Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative culture...Full time
$150k - $175k
...Job title: Wealth Advisor Location: Cheshire, CT Status: Full Time; hybrid (1 day a week WFH) Compensation: $150,000 - $175,000 (base salary) + 25% Bonus (based on performance) As a family business, we treat every client like our own, prioritizing their best interests...Full timeWork from homeFlexible hours1 day per week$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$80k - $90k
...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... ...through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...Servicing Financial Advisor Cornerstone Planning Group | Fairfield, NJ At Cornerstone Planning Group, we are a growth-oriented financial... ...the ongoing delivery of financial planning strategies and wealth management solutions Advisor & Team Collaboration Work closely...Work at officeFlexible hours
- Fifth Third is seeking a Retail Personal Banker I to join our financial center team. The role emphasizes consultative sales to identify and satisfy customers' financial needs, following a structured onboarding program with rotations in operations and Sales & Service. Successful...
- Job Title Job Description Responsibilities Assist in the calculation and review of daily NAVs prepared by an external fund administrator. Support the Fund Controller in reviewing quarterly and annual GAAP financial statements prepared by the fund administrator...
- Job Description Sr Commercial Credit Analyst Qualifications: POSITION SUMMARY: The Sr Commercial Credit Analyst will support the lenders in underwriting requests for credit extensions to new and existing commercial clients. They will perform detailed financial...Temporary workInterim role
- ...net-worth clients. This is an exciting opportunity for a Service Advisor who wants to step into a meaningful client-facing role without... ...internal communication. What We Are Looking For Experience in wealth management, financial planning, client service, or advisory work...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- ...Opportunities Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC) Personalized Mentorship from Top Advisors and Industry Leaders Unlimited Earning Potential Qualifications Preferred Qualifications: Bachelor’s degree from a four‑year...
- ...Training & development Vision insurance About Us – Strategies for Wealth Management At Strategies for Wealth Management, we help clients... ...need to retire with confidence. We are looking for a Financial Advisor who is passionate about retirement planning and enjoys guiding...Temporary workFlexible hours
- Job Overview At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every ...Temporary workMonday to FridayShift workDay shift
- ...Northwestern Mutual offers a path to becoming a financial advisor, starting as a financial representative focused on client-building and obtaining licenses. Award-winning training equips you with the education, skills, and development strategies to build a holistic financial...
- ...Financial Aid Advisor - Lincoln Tech - Shelton, CT We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience in...Full timeTemporary workImmediate start
$45k - $100k
...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,... ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Job Description Office Location: Bridgeport, Texas, United States. ESSENTIAL FUNCTIONS Processes financial transactions promptly and accurately. Strictly adheres to all bank policies and procedures. Prioritizes client demands. Provides impeccable customer service. Communicates...For contractorsWork at officeFlexible hours
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