Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Representative

Full-time

Barnum Financial Group

Financial Services Representative

About the job

Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you’ll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth.

We provide a powerful combination of support including :

  • Our extensive training program, Advisor Pro.
  • Personal coaching from proven winners
  • Customized marketing support to help you acquire clients and build your brand
  • Access to a broad range of products to meet client needs
  • Tools to manage your practice and support the sales process

Duties and responsibilities :

Prospecting, networking and obtaining clients through various methods and strategies.

Participate in our state of the art Advisor Pro Training program.

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.

Qualifications:

  • Strong interpersonal, organizational and communication skills
  • Self-starter who is goal oriented
  • Team player with a hearty work ethic
  • BA, BS, and/or Graduate Degree or equivalent work experience

Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Financial Services Representative in Shelton, CT vacancy
  •  ...Job Description Financial Services Representative \n \n About the job \n Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial... 
    Suggested
    Work experience placement

    Barnum Financial Group

    Shelton, CT
    3 days ago
  • $50k - $110k

     ...Responsive Recruiter As a Financial Services Representative with Kevin Piscitelli State Farm Insurance & Financial Services, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your... 
    Suggested
    Hourly pay
    For contractors
    Work at office

    Kevin Piscitelli - State Farm Agent

    Orange, CT
    3 days ago
  •  ...rewarding path for those looking to build a long-term career in financial services. Our office is located at: 555 Long Wharf Dr New Haven,...  ...making lasting memories together. About the Financial Representative Role: As a Financial Representative at Northwestern... 
    Suggested
    Work at office
    Visa sponsorship
    Flexible hours

    The Wengzn District - Northwestern Mutual

    New Haven, CT
    a month ago
  •  ...Job Description Job Description Financial Representative National Financial Network – NYC, Long Island, New Jersey, Connecticut, Pennsylvania...  ...your community providing access to financial products and services that will protect their assets, help them understand their... 
    Suggested

    National Financial Network - Guardian

    New Haven, CT
    14 days ago
  •  ...Financial Advisor — Established Book Required ($40M+ AUM) This opportunity is intended for established Financial Advisors only. To be considered...  ..., and win. You will leverage Procyon's full platform—dedicated service, planning, investment, and specialist teams—to scale your... 
    Suggested
    Full time
    Part time
    Work at office
    Work from home
    Monday to Friday

    Procyon

    Shelton, CT
    3 days ago
  • $90k - $100k

     ...Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the ropes of financial services needed for effective wealth management to help clients achieve their monetary... 
    Work at office

    Strategies For Wealth

    Fairfield, CT
    3 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework...  ...financial strength and access to the best products and services for our clients. Our Financial Representatives and... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    New Haven, CT
    2 days ago
  • $24.63 per hour

    Financial Analyst Location: Orange, CT Onsite Flexibility: Onsite Contract Details Position Type: Contract Contract Duration: 4 months...  ...support Fortune 500 organizations across banking, financial services, technology, life sciences, biotech, utilities, and retail... 
    Contract work
    Work at office
    Work visa

    Global Technical Talent, Inc.

    Orange, CT
    3 days ago
  •  ...licensure and pursue their career goals in a collaborative, inclusive, and student-centered learning environment. JOB SUMMARY The Financial Services Advisor supports Future Professionals by providing accurate financial information, guidance, and administrative support... 

    PMTS North Haven

    North Haven, CT
    3 days ago
  •  ...help clients Protect, Preserve, and Grow their wealth. Our focus is on ensuring that pre-retirees and retirees (50+) have the financial security, guaranteed income, and risk protection they need to retire with confidence. We are looking for a Financial Advisor who... 
    Temporary work

    Strategies For Wealth Management Ll

    Shelton, CT
    more than 2 months ago
  • Job Description Commercial Loan Officer Commercial Loan Officers work to help business owners obtain funds needed to fund their businesses, purchase property, equipment, and more. The right individual will need to meet with business owners face-to-face to...

    gpac

    Shelton, CT
    3 days ago
  • $84.61k - $141.02k

     ...education sessions, and finalist presentations Collaborate with internal teams on reporting, plan operations, and participant services  Serve as the primary consultant for institutional clients, providing guidance on retirement plan design, investment selection,... 
    Interim role
    Work at office

    LAWLEY AGENCY, LLC

    Shelton, CT
    8 days ago
  •  ...Support the Fund Controller in reviewing quarterly and annual GAAP financial statements prepared by the fund administrator. Coordinate...  ...in fund accounting, public accounting, or financial services. Familiarity with investment company accounting and GAAP financial... 

    REX Financial

    Fairfield, CT
    3 days ago
  • The University of Bridgeport is seeking a Student Financial Services Counselor to provide initial contact with students and families, process payments, and answer financial aid questions. You will work closely with Financial Aid to streamline procedures and support daily... 
    Work at office

    University of Bridgeport

    Bridgeport, CT
    2 days ago
  • $110k - $120k

     ...responsibility for leading and making a meaningful impact guiding clients' financial matters. About Us As a fiduciary, Ciampi Wealth...  ...their lives Stay ahead of industry trends, products, and services Bring your client insights directly to the table as a... 
    Full time
    Work at office
    Work from home
    1 day per week

    Transcend Practice Management

    Cheshire, CT
    17 days ago
  • $20.67 - $31.25 per hour

     ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....  .... Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need... 
    Hourly pay
    Work experience placement
    Day shift

    KeyBank

    Hamden, CT
    4 days ago
  •  ...making a positive, lasting impact on people ? Do you have customer service experience? Are you looking for an opportunity to learn a new...  ...who helps them, over the phone and in-person, when they have a financial need. No prior finance experience required - just bring your... 
    Temporary work
    Work at office
    Local area

    Security Finance Corporation

    Bridgeport, CT
    2 days ago
  •  ...Barnum Financial Group is one of MassMutual’s largest Independent Financial Services offices in the country, and a leading provider of investment and insurance strategies. At Barnum Financial Group, we consider our clients’ needs, goals and dreams to be of the highest... 
    Work at office
    Home office

    Barnum Financial Group

    Shelton, CT
    2 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    New Haven, CT
    2 days ago
  •  ..., Client Delivery Specialist About the Company Fast-growing fintech firm building innovative financial software and data solutions Industry Financial Services Type Privately Held, VC-backed About the Role The Company is seeking a Client Delivery... 

    Confidential

    Shelton, CT
    2 days ago
  •  ...businessowner / exit planning. • Design and implement personalized financial plans and portfolio strategies aligned to each client’s goals,...  ..., and professional networks—while protecting the quality-of-service existing clients already expect. • Mentor junior team... 
    Full time
    Work at office

    FINITETEK INC

    Branford, CT
    3 days ago
  •  ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners...  ...· History of success in sales, competitive roles, client services, or client-facing roles · Excellent time-management skills... 
    Full time
    Work at office
    Flexible hours

    Bankers Life

    Milford, CT
    1 day ago
  • $130k - $145k

     ...Sentinel's credibility with prospects Run first meetings focused on discovery and listening, not pitching Present structured financial plans and guide clients to a confident decision Maintain relationships through annual reviews and proactive communication... 
    Full time
    Work at office
    Flexible hours

    Sentinel Asset Management, LLC.

    Wallingford, CT
    3 days ago
  •  ...Job Description Job Description Financial Planning & Analysis •    Prepare monthly, quarterly, and annual financial forecasts and budgets. •    Analyze business performance and identify trends impacting revenue, margins, and cash flow. •    Develop and maintain... 

    Lex Products

    Shelton, CT
    1 day ago
  • $46k - $51k

     ...Enrollment Management DEPARTMENT: Office of Financial Aid REPORTS TO: Executive Director...  ...: Providing outstanding customer service while demonstrating patience and...  ...aspiring to be a welcoming environment representative of an ever-changing and diverse global... 
    Full time
    Work at office
    Local area
    Night shift

    Fairfield University

    Fairfield, CT
    5 days ago
  • $20.5 per hour

     ...be considered for working from outside the United States. This is a customer service position assisting a diverse student population. In this role you will guide students through the financial aid process and counsel prospective and current students through funding options... 
    Hourly pay
    Work at office
    Remote work
    Shift work
    Afternoon shift

    Herzing University

    Bridgeport, CT
    4 days ago
  • $61k - $119k

     ...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique...  ...advisor, you start as a financial representative focused on client-building and obtaining...  ...Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions... 
    Work at office

    Northwestern Mutual Life Insurance Company

    New Haven, CT
    2 days ago
  •  ...Benefits: Bonus based on performance Flexible schedule Service an Established Client Base. Build Your Own Future. Centurion Wealth Management is a growing financial planning and wealth management practice dedicated to helping individuals, families, and business... 
    For contractors
    Flexible hours

    Centurion Holdings

    Cheshire, CT
    3 days ago
  • $70k - $100k

     ...in Guilford, CT. They empower clients through education-driven financial planning. Their seven-step process helps avoid common retirement...  ...-driven culture rooted in integrity, innovation, and service. If you're enthusiastic about making a measurable impact in the... 
    Full time
    Temporary work
    Work at office

    Financial Planner Recruiting, LLC

    Guilford, CT
    4 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern...  ...advisor, you start as a financial representative focused on client-building and...  ...Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    New Haven, CT
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!