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

Financial Representative

Davis Family Financial LLC

We are seeking a motivated and client-focused Financial Representative to help individuals, families, and business owners develop personalized financial strategies. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. Qualifications Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Soft background check required Able to complete licensing requirements within 14 days #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Representative in Bridgeport, CT vacancy
  • $20.67 - $31.25 per hour

     ...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting... 
    Suggested
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Fairfield, CT
    3 days ago
  •  ...to help high-net-worth and affluent clients build, preserve, and grow their wealth. The Wealth Advisor will deliver comprehensive financial planning and investment advice, design tailored portfolios, and act as a trusted fiduciary. This role balances deep technical knowledge... 
    Suggested
    Ongoing contract
    Local area

    Cybercoders

    Fairfield, CT
    2 days ago
  •  ...unions in the state, with over $1 billion in assets, and we continue to grow! If you are passionate about helping people achieve their financial goals and want to make a difference in the local community, we want to hear from you! We are looking for talented people to help... 
    Suggested
    Local area

    Sikorsky Financial Credit Union

    Fairfield, CT
    3 days ago
  •  ...review the calculations performed by an outside administrator. Assist the Fund Controller in reviewing quarterly and annual GAAP Financial Statements prepared by the fund administrator. Work with external auditors to ensure audits and quarterly reviews are conducted in... 
    Suggested

    TBG | The Bachrach Group

    Fairfield, CT
    3 days ago
  •  ...Overview We are seeking an Associate Wealth Advisor to support senior advisors in delivering personalized wealth management and financial planning services to high-net-worth and affluent clients. The role focuses on building client relationships maintaining... 
    Suggested
    Ongoing contract
    Local area

    Cybercoders

    Fairfield, CT
    2 days ago
  • $21 - $31.98 per hour

     ...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Primary Responsibilities Adhere to the established customer service standards and... 
    Hourly pay
    Immediate start

    M&T Bank

    Stratford, CT
    2 days ago
  •  ...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 contractors
    Work at office
    Flexible hours

    First Financial Bancorp

    Bridgeport, CT
    2 days ago
  •  ...in the state, with over $1 billion in assets, and we continue to grow! If you are passionate about helping people achieve their financial goals and want to make a difference in the local community, we want to hear from you! We are looking for talented people to help... 
    Local area
    Weekend work
    Afternoon shift

    Sikorsky Financial Credit Union

    Fairfield, CT
    19 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... 
    Temporary work

    Strategies For Wealth Management Ll

    Shelton, CT
    23 days ago
  • $24 - $30 per hour

     ...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration... 
    Hourly pay
    Full time
    Flexible hours
    Weekend work

    Webster Bank

    Stratford, CT
    4 days ago
  •  ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we’re a global trailblazer committed to...  ...authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.... 
    Full time
    Work experience placement
    Flexible hours

    Wells Fargo

    Trumbull, CT
    4 days ago
  •  ...dedicated to achieving optimal wellness for the communities we serve. We are currently recruiting for a Full Time bilingual Financial Counselor for our location in Bridgeport, CT. POSITION SUMMARY The Financial Counselor is a member of a healthcare team... 
    Full time
    Work at office

    Optimus Health Care, Inc.

    Bridgeport, CT
    13 days ago
  •  ...At 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 driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Fairfield, CT
    27 days ago
  • $175k

     ...submitted for approval meet sound underwriting standards and do not pose a greater-than-acceptable risk. Establish and analyze financial metrics of the Bank’s loan portfolio for adherence to regulatory guidelines and analyze credit portfolios to pinpoint potential areas... 

    BritePros Medical Staffing

    Bridgeport, CT
    2 days ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and improve AI Assistant answers to questions about macro... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Trumbull, CT
    more than 2 months ago
  • Sikorsky Credit Union is seeking a Lead Teller in Fairfield, Connecticut, to manage the teller line and ensure compliance with policies. The ideal candidate will have strong customer service skills, previous supervisory experience, and a background in cash handling. You...

    Sikorsky Financial Credit Union

    Fairfield, CT
    3 days ago
  • $103.7k - $179.86k

     ...drivers to monthly EAC changes, supported by contractual and /or financial system evidence. • Prepare and present (in a concise and...  ...time off, and Holidays. (Washington state applicants only) Non-represented full-time employees: accrue at least 10 hours per month of... 
    Full time
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Relocation
    Flexible hours
    Shift work
    3 days per week

    Lockheed Martin Corporation

    Stratford, CT
    2 days ago
  • $21 - $31.98 per hour

     ...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner.**Primary Responsibilities:**Adhere to the established customer service standards... 
    Hourly pay
    Local area
    Immediate start

    M&T Bank

    Monroe, CT
    3 days ago
  •  ...looking for diverse talent who are motivated to improve the financial well-being of others. We’re a company with a long and successful...  ...of the position is to serve as a front line member service representative in our branches. The position will facilitate all of our members... 
    Permanent employment
    Temporary work
    Work at office
    Shift work

    Connex Credit Union

    Orange, CT
    2 days ago
  • Lead Pricing Analyst (Stamford, CT) for Aircastle (Ireland) Designated Activity Company - US Branch to prep pricing models to evaluate the economics of aircraft purchases, sales & remarketing. Req Master's deg in Finance, Aviation Finance or rltd field of study, & 4 yrs...
    Remote work

    Bridgeport, CT Area Jobs

    Bridgeport, CT
    2 days ago
  • Part-time Clerk- Library The City of Danbury is announcing an opening for the position of Part-time Clerk- Library Essential Functions: Using an automated library circulation system to check materials in and out to patrons of all ages. Greeting patrons ...
    Part time
    Work at office
    Immediate start
    Shift work

    GovernmentJobs.com

    Bridgeport, CT
    4 days ago
  • $90k - $100k

     ...effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and... 
    Work at office

    Strategies for Wealth

    Fairfield, CT
    4 days ago
  •  ...Job Title: Financial Support Specialist Supervisor: Director of Finance Purpose: Supports and complements the goals and vision of the Board of Education through the promotion of excellent financial and administrative service. Scope: The Financial Support Specialist will... 
    Full time
    Contract work
    Work at office

    Sylvania Inc

    Stratford, CT
    20 hours ago
  • $230k - $385k

     ...it’s the engine that powers everything else. About the Finance Department and Role Finance is the guardian of Bridgewater’s financial resources. We seek to drive sustainable shareholder value by controlling, safeguarding, and optimizing use of the firm’s financial... 
    Contract work

    Dormont Manufacturing Co

    Westport, CT
    11 hours ago
  • gpac is looking for a Commercial Loan Documentation Specialist, to join the Loan Administration Department of a highly reputable bank. The Loan Documentation Specialist is responsible for the timely completion of commercial loan documentation assignments, data input as...

    gpac

    Bridgeport, CT
    1 day ago
  • $50 - $60 per hour

     ...finance professionalswith advanced degrees (MBA+) and professional experience to use their expertise to help shapehow AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. Inthis... 
    Hourly pay
    Full time
    Contract work
    Part time
    Work experience placement
    Remote work

    Data Annotation

    Trumbull, CT
    20 hours ago
  • $115k - $145k

     ...for testimony. Casework has both quantitative and qualitative elements, involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining market and industry behavior; Conducting research via academic articles... 
    Full time
    Work experience placement
    Local area

    Cornerstone Research

    Bridgeport, CT
    2 days ago
  • Established in 2021, Flynn Wendy’s has swiftly become a key player within the Flynn Group, owning and operating over 190 Wendy’s restaurants across the District of Columbia, Maryland, Pennsylvania, Utah, Virginia, and West Virginia. With a diverse and dedicated team of...
    Daily paid
    Part time
    Flexible hours

    Wendy's - Kaysville

    Bridgeport, CT
    3 days ago
  •  ...Job Description Job Description About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration... 
    Flexible hours

    WealthBridge Financial Group

    Southport, CT
    4 days ago
  •  ...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 day.... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Westport, CT
    more than 2 months ago

Do you want to receive more vacancies?

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