Financial Advisor
Right-Click
RightClick is seeking a Back Service Advisor in Darien, CT. This client-facing role focuses on holistic financial guidance, potentially handling a book of business or growing one, and blending servicing with business development. Based in Lower Fairfield County, the position offers flexible compensation tied to experience. The role requires strong communication skills, CFP designation, and appropriate securities licenses (Series 63 and Series 65 or 66), with openness to varied experience levels. #J-18808-Ljbffr
$125k
...Job Description: Our client is a growing wealth management firm located in Darien, CT. They are seeking a Financial Advisor to join their team. Manage and grow a book of business under supervision while continuing to develop financial planning expertise. Core...SuggestedTemporary work$65k - $80k
...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 asset...SuggestedTemporary workMonday to FridayShift workDay shift- ...Investment Advisor Our latest partner is a rapidly expanding Registered Investment Advisor, a Certified B Corp, and a regional leader... ...good. We are looking to hire a dynamic investment advisor with financial planning experience. Responsibilities include maintaining...SuggestedWork at officeLocal areaRemote workFlexible hours
$61k - $119k
...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 focused...SuggestedFor contractorsWork at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...SuggestedFull timeContract workFor contractorsWork at office- ...Connecticut. This role offers a flexible schedule, allowing you to work from home while providing virtual consultations to secure families’ financial well-being. You will assess client needs, build lasting relationships through consistent check-ins, and complete necessary...Work from homeFlexible hours
$150k - $180k
...largest asset managers. Due to recent growth, they are hiring a Financial Consultant in their Greenwich, CT, market, offering an... ...confidence, clarity, and car e. Why This Role Is a Game-Chan gerTrusted Advisor Sta tus: You’ll be the go-to expert for clients navigating...Flexible 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
$100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Hourly payWork at officeShift workDay shift- ...advising clients. Now it's time to partner with a firm that's equally invested in your continued growth. At Baystate Financial, we believe our advisors deserve the same level of attention and support that they provide to their clients. We treat our advisors as our clients...Temporary work
- ...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...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$80k - $90k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shift$94k - $104k
...you’ll have the opportunity to make a meaningful impact, drive innovation, and help shape the future of cannabis. Title: Senior Financial Analyst, Corporate FP&A Location: Stamford, CT Job Type: FT About the Role: The Senior Financial Analyst, Corporate FP&A serves...Permanent employmentFull timeWork at office$18.5 - $23 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 payFull timeFlexible hoursWeekend work- ...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...
$60k
...kind, caring, friendly Series 65 CFP or CFA Bachelor’s degree in finance or a related field; top grades Previous experience as a financial planner or financial analyst Excellent excel, word, power point, and Emoney skills Excellent communications and presentation skills...Sleeping nights- ...Job Description As a Financial Representative you will build long‑lasting relationships, offer guidance and provide solutions to help... ..., 63, 7, 65, CLU, CFP, ChFC) Personalized Mentorship from Top Advisors and Industry Leaders Unlimited Earning Potential Qualifications...
- ...Connecticut, Rhode Island and Massachusetts. What You’ll Do Serves as a primary point of contact to investigate and determine the patient’s financial responsibility for services rendered and collect the patient’s responsibilities prior to scheduled procedures. Responsibilities/...Work at officeLocal area
- ...Aogarciaagency, located in Stamford, Connecticut, seeks a passionate individual for a role focused on securing clients’ financial well-being. The ideal candidate will conduct virtual consultations, assess client needs, and build lasting relationships, all while enjoying...Remote workFlexible hours
£38k per year
...A financial advisory firm in Chester is seeking a Paraplanner to join their team. The role involves preparing financial analyses, providing technical support, and maintaining compliance with regulations. Candidates should have 3-4 years of relevant experience or be working...Flexible hours- ...opportunities. You will conduct virtual consultations with clients, assess their needs, and build lasting relationships to secure their financial well-being. This role includes benefits such as a qualified lead program, advancement based on performance, and comprehensive...Remote workWork from homeFlexible hours
- ...passionate and adaptable individuals for a career with flexibility and growth opportunities. This role focuses on securing families’ financial well-being through virtual consultations and consistent client relationships. Enjoy no cold calling, a qualified lead program,...Weekly payRemote workFlexible hours
- ...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 workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...satisfaction to your life - and that of everyone you touch. As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are: Lenox Advisors is a premier wealth and...Full timeDay shift
$150k - $180k
...investment banking experience, ideally including exposure to complex, multi-entity, or multinational structures Strong Excel and financial modeling ability, able to build a 3-statement model solo and stand behind every line of it A genuine interest in applying AI and automation...Flexible hours3 days per week- ...The firm has an excellent reputation and is held in high regard. RESPONSIBILITIES Contribute to company-wide and subsidiary-level financial analysis, partnering with multiple teams to support strong performance and alignment with strategic objectives. Lead core financial...
- ...and capital solutions. The firm manages over $94 billion in assets for a wide range of clients, including institutional investors, financial professionals and individual investors. FS Investments provides access to a broad suite of alternative asset classes and...Flexible hours
- ...a fintech-focused firm in Stamford, CT, providing data-driven solutions for wealth managers, advisors, and RIAs. The role blends finance and technology to configure financial software, onboard clients, and support growth initiatives. You will work on financial reporting...
- ...Senior Financial Advisor (Greenwich Market) – Greenwich, CT Lead, grow, and deepen an established book of business with M&T Bank. We’re seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong...Work experience placementLocal area
- ...recruitment and talent retention. Wealth Management Guidance: Providing expertise in financial planning for both individual clients and corporate entities. Job Description Wealth Advisor – Build Your Legacy, Empower OthersType: Full-Time Location: Remote, On-site, or...Full timeWork at officeRemote workFlexible hours
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