Investment Consultant: Build Trusted Financial Plans
Soteria Reinsurance Ltd.
Soteria Reinsurance Ltd. is looking for an Investment Consultant in West Hartford, CT. In this role, you will develop customized financial plans for clients using Fidelity's planning tools, while engaging with existing clients to provide investment solutions. The ideal candidate will be licensed with FINRA Series 7 and 66 or have the ability to obtain the Series 66, and possess exceptional communication and relationship-building skills. A degree or CFP certification is also beneficial. #J-18808-Ljbffr Soteria Reinsurance Ltd.
$25 - $27.88 per hour
...like mobile and online banking. Responsibilities include educating clients, processing cash transactions, and building relationships to better meet their financial needs. Ideal candidates will have a strong work ethic, the ability to communicate effectively, and...SuggestedHourly pay$25 - $27.88 per hour
...Newington, Connecticut. This role focuses on educating and assisting clients with banking transactions while building lasting relationships to meet their financial needs. Candidates must demonstrate a strong work ethic, effective communication skills, and the ability to...SuggestedHourly pay- Northwestern Mutual is seeking a Financial Advisor in Hartford, Connecticut. This role offers a unique opportunity to... ...a business while helping clients with financial planning. As a Financial Advisor, you'll build client relationships, develop personalized financial...Suggested
- Join a forward-thinking company as a Financial Advisor, where you will help clients achieve... ...financial goals through personalized planning. This role offers an award-winning training... ..., mentorship, and the opportunity to build your own business. You will be empowered...SuggestedFlexible hours
$18.5 - $23 per hour
...businesses and our colleagues achieve their financial goals. As a leading commercial bank, we... ...customer's financial needs, establish trust, optimize sales opportunities, generate leads... ..., through needs-based conversations, to build and deepen relationships. Perform...SuggestedFlexible hoursWeekend work$18.5 - $23 per hour
...seeking a Banking Center Relationship Banker in New Britain, CT. This role focuses on providing excellent customer service and meeting financial needs through effective communication. The ideal candidate will have a high school diploma, prefer a higher education, and possess...Hourly pay$22.61 - $37.67 per hour
...Sales Process (profile/pre-call planning, outreach, appointment... ...needs to based discussion on financial goals* Identify financial needs... ...who opened account)* Establish trust with existing clients through... ...role in our communities and build long-lasting relationships with...Hourly pay$20.67 - $31.25 per hour
...Be a problem solver, trusted advisor, and partner to... ...to assist in client's financial wellness both in person... ...sales goals, and building referral sources. Experience... ..., including tele-consulting, outside calling, prospecting... ...partners such as Key Investment Services, Mortgage and...Hourly payWork experience placementDay shift$22.61 - $37.67 per hour
...customer relationships, perform sales outreach, and offer tailored financial solutions. The ideal candidate will have at least 2 years of... ...experience, strong communication skills, and the ability to build trust with clients. Responsibilities include direct customer...Hourly pay- ...hiring an Advisor to enhance client relationships and provide financial planning services. As part of a well-established firm, you will meet... ...financial plans, and assist clients focusing on retirement investments. Candidates should have a college degree, Series 65 or...
$61k - $119k
Financial Advisor Opportunity Becoming a financial advisor at... ...goals through financial planning. On your path to becoming... ...representative focused on client-building and obtaining licenses.... ...Education Funding Investment & Advisory Services Trust Services Retirement Solutions...Full timeContract workFor contractorsWork at office$61k - $119k
Build a career with an impact. As a financial advisor at Northwestern Mutual, you are not just taking a... ...holistic approach to financial planning. Our nationally recognized... ...will be fully equipped with: Investment & advisory services Trust services Retirement services...$150k - $160k
...committed to comprehensive, holistic financial planning. Our team-oriented culture thrives... ...aspects of financial planning and investment management for our valued clients.... ...ethos, preferred Proven ability to build lasting, high-trust client relationships through exceptional...Full time- Financial Advisor - Hartford County, CT page is loaded##... ...center of saving and investing. Here, you’ll make an... ...you serve, helping them build, grow and protect... ...generations based on trust and understanding, with... ...streams, and dedicated planning fees for those who qualify...Local area
- A leading financial institution in Hartford is seeking a Financial Advisor to join their Merrill Advisor Development Program. This role... ...to understand their financial needs, offering customized investment recommendations, and developing a successful practice. You'll...TraineeshipWork at office
- ...maximize their return on investment, reduce costs, and... ...delivery. Ability to build collaborative relationships... ...and act as a trusted advisor for industry best... ...Expertise in providing consulting services to support all... ...Legal Insurance 401(k) plan and contributions...Temporary workRelocation
$60k
...lives, personally, professionally, and financially. WE ARE NORTHWESTERN MUTUAL ~... ...2025 $6.7 billion FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Our... ...entrepreneurial environment. Someone who builds relationships centered on trust, open communication, and...Full timeWork at officeRemote work$80.5k - $159.3k
...Cybersecurity Senior Consultant Your journey at Crowe starts here: At Crowe, you can build a meaningful and rewarding career. With... ...with life moments, you're trusted to deliver results and make an... .... That's why we continuously invest in innovative ideas, such as...Local areaWorldwide$184.4k - $307.4k
...Advisory solutions, including planning, fiduciary, investments, private banking, brokerage and... ...Business Administration) Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA),... ...active role in our communities and build long-lasting relationships with...Work experience placement- NORTHWESTERN MUTUAL FINANCIAL ADVISOR/WEALTH MANAGEMENT... ...WHAT WE DO: Wealth & Investment Management - Advisory... ...advice, ensuring their trust and your own success.... ...techniques, and resources to build and manage a client... ...management, wealth planning, investment strategies...Work at officeLocal area
$80k - $90k
...wealth management and investment products and... ...management, including planning for retirement,... .... Merrill’s Financial Advisors and Wealth... .... We believe trust comes from transparency... ...Advisor Teams to build upon your... ...using a defined consultative approach to systematically...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...wealth management and investment products and services... ...management, including planning for retirement, education... ...guidance. Merrill’s Financial Advisors and Wealth... ...committed to their needs. Trust comes from... ...customer follow‑up, prospect building, administrative compliance...Work at office
$135k - $150k
Lead Financial Planner Private Wealth | RIA Environment| CFP Required... ...tape. No politics. Just great planning, great clients, and real upside... ...estate, wealth transfer, and investment planning. You lead the conversations. You build the trust. You deliver the results. You...Local area- ...Description Salary: 60000 Financial Advisor-in-Training... ...track to becoming a trusted advisor, youve come to... .... Lead financial planning conversations that shape... ...the fastest way to build your acumen and your confidence... ...markets or picking investments. We are helping our...Temporary workLive inImmediate startRemote workWork from homeHome officeAfternoon shift
$55k - $75k
...Job Description Join NPA Financial as a Financial Consultant and become a vital part of... ...You'll empower families to plan confidently for the future,... ...driven professionals eager to build a rewarding career in... ...relationships with clients, fostering trust and open communication....$25 - $27.88 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...considerations. At Bank of America, you can build a successful career with opportunities... ...experts in small business, lending, and investments Manages financial center traffic,...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...serves as the first point of contact for financial customers and prospects by providing a wide... .... The Personal Banker is responsible for building and maintaining relationships with... ...time, holidays, participation in a 401(k) plan, and profit sharing. For consideration...Flexible hours
$48k
...is looking for an associate financial advisor to join our team. We... ...help manage daily financial planning and service the needs of existing... ...financial concepts while building relationships with clients... ...ability to learn more about trusts, estate planning, tax planning...- Bank of America is seeking a Financial Advisor in Simsbury, CT, responsible... ...clients. Key responsibilities include planning financial goals, recommending investment strategies, and enhancing client... ...sector, with strong relationship-building and communication skills. A...
- Investment Consultant - West Hartford, CT page is loaded## Investment Consultant - West Hartford,... ...83#### Job Description:You joined the financial services industry to make a difference... ...you will develop customized financial plans through a wide range of products and services...Work at officeLocal area
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