Strategic Investment & Financial Planning Advisor
$65k - $80kBank of America
Bank of America seeks a financial advisor in Fairfield, Connecticut, responsible for providing tailored financial solutions to clients. The role involves building financial plans, recommending products, and collaborating with clients to reach their financial goals. A successful candidate will hold relevant licenses and have at least a year of experience in the financial service industry. Salary ranges from $65,000 to $80,000 based on expertise and skills. #J-18808-Ljbffr Bank of America
$65k - $80k
...New Canaan is seeking a motivated individual to provide comprehensive financial advice and solutions. In this role, you'll work with clients to create financial plans and recommend banking and investment strategies aligned with their goals. The ideal candidate will have...Suggested- United States Digital Space LLC is seeking a client-focused financial professional to help clients meet their financial goals. You will build financial plans, advise on investments, and coordinate with internal partners to deliver solutions. The role requires SAFE Act...Suggested
$90k - $100k
...are currently looking for a new financial advisor to join our entry-level ranks. The... ...monetary goals. Successful financial planning is rooted in excellent... ...contributing to wealth management • Make strategic product, plan, and investment recommendations and financial...SuggestedWork at office$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...meeting with clients to review financial and investment goals and recommend products. Job... ....Responsibilities:Works with clients to plan their short and long-term financial goals...SuggestedHourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift- ...Financial Advisor (Greater Bridgeport Market) -Bridgeport, CT & surrounding area Build your book with a strong referral network. M... ...partnerships across the Bridgeport market Deliver personalized investment and insurance solutions aligned to client goals Partner...SuggestedWork experience placement
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a... ...their goals through financial planning. On your path to becoming a... ...• Education Funding • Investment & Advisory Services • Trust... ...Company commissions and fees, Strategic Employee Benefits Services...Full timeContract workFor contractorsWork at office$204.5k - $340.9k
...manager to a team of Wealth Advisors and for being a Wealth... ...Advisory solutions, including planning, fiduciary, investments, private banking,... ...decision-making skillsStrong strategic planning skillsProficiency... ...Administration)Certified Financial Planner (CFP), Certified Trust...Full timeWork experience placement$30 per hour
About the job Financial & Wealth Advisors Financial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement...$52k - $106k
...Fairfield County CT/no relocation considered. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Our financial... ...of retirement planning, insurance and investment services, estate planning, business... ...reach financial success Financial Advisors are given the flexibility to build...Work experience placementLocal areaRelocation$80k - $90k
...of comprehensive wealth management and investment products and services for individuals,... ...-based wealth management, including planning for retirement, education, legacy, and... ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client...Interim roleWork at officeLocal areaImmediate startShift workDay shift- A leading financial institution is seeking a Wealth Relationship Mgmt. Sr. Analyst to develop and manage relationships with affluent clientele in New Canaan, Connecticut. The ideal candidate will possess strong analytical and communication skills, ensuring compliance while...
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege... ...an integrated financial planning practice from the ground up.... ...Financial Representative or Advisor role upon graduation.QualificationsAre... ...strategies—insurance, investments, and annuities—built to...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique... ...achieve their goals through financial planning. On your path to becoming a financial... ...deliver holistic financial plans—including investments for growth, insurance for protection,...Work at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...achieve their goals through financial planning. On your path to becoming a financial... ...Income Protection • Education Funding • Investment & Advisory Services • Trust Services •...Work at office- ...has built a strong reputation by delivering personalized financial planning, investment management, tax planning, and high-touch service to individuals... ...clients. This is an exciting opportunity for a Service Advisor who wants to step into a meaningful client-facing role...
- ...Corporate Development & Strategic Finance Associate Location:... ...client is a rapidly growing financial services organization seeking... ...markets initiatives, financial planning, and strategic decision-... ...someone looking to leverage investment banking or private equity experience...
$150k - $175k
...Description Job title: Wealth Advisor Location: Cheshire,... ...goals—and a secure financial future—with... ...risk management, estate planning, and taxes. Establish... ...identify appropriate investment and insurance solutions... ...house professionals and strategic alliances. Have a...Full timeWork from homeFlexible hours1 day per week- ...America, we are guided by a common purpose to help make financial lives better through the power of every connection. We... ..., meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- Bank of America is seeking a financial professional in Wilton, CT to provide tailored financial advice and planning. You will review client goals, build financial plans, and recommend brokerage and banking products; licenses and required trainings are part of the role....Monday to Friday
- A financial services recruitment firm in Connecticut is seeking a Financial Advisor. This role involves conducting thorough financial assessments, providing tailored... ...of 4 years of experience in financial planning or investment advisory roles, possess strong interpersonal...
$65k - $80k
...customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client... ..., meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations...Temporary workMonday to FridayShift workDay shift- ...Development Manager for the Northeast Financial Group at Prudential Advisors Take your career to the next level at... ...to build comprehensive financial plans. Helping clients prepare for retirement. Preparing and reviewing investment portfolio recommendations. Our comprehensive...Immediate start
- Financial Advisor | New England Market Sound Income Group Redding, Connecticut, United States About... ...people retire with confidence. We invest heavily in your success by providing:... ...decisions through education-driven financial planning and an established seven-step process....Work at office
- M&T Bank Corporation is seeking a Financial Advisor for the Greater Bridgeport Market in Connecticut. This role provides an opportunity to... ...partnerships. The ideal candidate will have at least 4 years of investment or insurance sales experience and a proven ability to grow...
- ...Minimum of 4 years of experience in financial planning or investment advisory roles. State/Province Connecticut... ...entrepreneurial spirit within our advisors, offering a framework where you can... ...clients receive well-rounded, strategic advice to secure their financial independence...Work experience placement
- A major financial institution is seeking a Financial Advisor to assist high-net-worth clients. This position involves developing client relationships, understanding... ...their financial goals, and providing tailored investment advice. Candidates should possess essential...
- Save the Children is seeking an Advisor, Planning and Operations to provide visibility into department operations and performance for the Program Implementation team. You will manage governance, resources, budgets, and communications across SMT and stakeholders. Responsibilities...
- ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial... ...branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the... ...investment/insurance products and financial planning Core Competencies: Strong self-...Work at officeLocal area
- ...guided by a common purpose to help make financial lives better through the power of every... ...meeting with clients to review financial and investment goals and recommend products. Job... ...Responsibilities: Works with clients to plan their short and long-term financial...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$25 - $26.77 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift
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