Strategic Financial Solutions Advisor
United States Digital Space LLC
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 registration considerations and adherence to regulated processes. Success comes from strong client relations, time management, and effective communication in a fast-paced environment. #J-18808-Ljbffr United States Digital Space LLC
$28.85 - $33.65 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... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...SuggestedHourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay 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....SuggestedMonday to Friday
$65k - $80k
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...Suggested- ...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... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$65k - $80k
Job 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...SuggestedTemporary workMonday to FridayShift workDay shift$90k - $100k
...and we are currently looking for a new financial advisor to join our entry-level ranks. The... ...contributing to wealth management • Make strategic product, plan, and investment recommendations... ...base and offering valuable financial solutions. Qualifications: • Though not required...Work at office- ...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... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern... ...Company commissions and fees, Strategic Employee Benefits Services commissions...Full timeContract workFor contractorsWork at office- ...Financial Advisor (Greater Bridgeport Market) -Bridgeport, CT & surrounding area Build your book with a strong referral network. M... ...do best: building relationships and delivering advice-based solutions. What You’ll Do: Build and grow a book of business through...Work experience placement
$65k - $80k
Bank of America in 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...- Northwestern Mutual is hiring Financial Advisors in Connecticut to impact clients' financial success. You will build a client base while providing comprehensive financial planning and solutions tailored to individual needs. This role requires a Bachelor’s degree and offers...
$52k - $106k
...Fairfield County CT/no relocation considered. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Our... ...provide expert guidance and innovative solutions for the planning needs of individuals... ...clients reach financial success Financial Advisors are given the flexibility to build their...Work experience placementLocal areaRelocation$204.5k - $340.9k
...manager to a team of Wealth Advisors and for being a Wealth Advisor... ...multiple Wealth Advisory solutions, including planning, fiduciary... ...-making skillsStrong strategic planning skillsProficiency with... ...Business Administration)Certified Financial Planner (CFP), Certified...Full timeWork experience placement- Little Creek Casino Resort in Shelton, CT, seeks a Financial Analyst to join the FP&A team. You will gather, summarize, and report complex financial data to support budgets, forecasts and strategic planning. The role emphasizes confidentiality, accuracy, and cross-functional...
$80k - $90k
...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue... ...internal specialists, and executing highly customized solutions to meet client needs Recommending investment products and services...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...pre-retirees and retirees (50+) have the financial security, guaranteed income, and risk... ...confidence. We are looking for a Financial Advisor who is passionate about retirement... ...by designing insurance-based financial solutions for a secure retirement. Your responsibilities...Temporary workFlexible hours
- ...Relationship Banker to join our Branch team in New Canaan, CT. You will build lasting client relationships, provide thoughtful financial solutions, and deliver warm, knowledgeable service that reflects our brand and culture. In this role, you will use banking products and...Weekend workAfternoon shift
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual’s proprietary...Work at office- ...Financial Professional - Retirement Benefits Group CT, Stamford/Shelton/MilfordPrimary Location... ...STATES-CT-StamfordOrganizationEquitable Advisors: A Pathway to Possibilities and Positive... ...and services, demonstrating how these solutions can be tailored to meet their unique...Work at officeLocal areaFlexible hours
$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...- ...of 4 years of experience in financial planning or investment advisory... ...spirit within our advisors, offering a framework where... ...clients receive well-rounded, strategic advice to secure their financial... ...clients. Providing financial solutions for clients through fact gathering...Work experience placement
- ...strong reputation by delivering personalized financial planning, investment management, tax... ...an exciting opportunity for a Service Advisor who wants to step into a meaningful client... ...a growing RIA, this could be a great next step! #J-18808-Ljbffr Advisor Talent Solutions
$21.74 - $29.41 per hour
...using the internal application process. This position involves performing high level customer service and a working knowledge of financial aid, student accounts and registrar regulations and departmental policies and procedures. Hours: Monday-Friday, 8.5 hour shifts are...Hourly payWork at officeMonday to FridayShift workAfternoon shift$150k - $175k
...Description Job title: Wealth Advisor Location: Cheshire, CT... ...their unique goals—and a secure financial future—with transparency,... ...appropriate investment and insurance solutions; estate issues; tax... ...other in-house professionals and strategic alliances. Have a dedicated...Full timeWork from homeFlexible hours1 day per week- M&T Bank Corporation is seeking a Financial Advisor for the Greater Bridgeport Market in Connecticut. This role provides an opportunity to... ...compensation, allowing you to focus on developing client-focused investment and insurance solutions. #J-18808-Ljbffr M&T Bank Corporation
- Barnum Financial Group is seeking a Financial Services Representative to provide guidance and wealth-building advice to clients. You will develop knowledge and skills in financial solutions, client needs analysis, and ongoing professional development. The role emphasizes...
- Herzing University in Bridgeport, CT is seeking a Financial Aid Administrator to manage Title IV funding, counsel students on funding options, and revise award packages to reflect changes in schedules and eligibility. The role requires strong communication, organization...
- ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs... ...advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and...Work at officeLocal area
- The University of Bridgeport is seeking a Student Financial Services Counselor in Bridgeport, CT. You will be the first contact for students and families, handling payments and inquiries, and coordinating with Financial Aid to streamline processes. Responsibilities include...
- The University of Bridgeport seeks a Student Financial Services Counselor to provide direct financial support to students and families. You will assist with payments, inquiries, and guidance within the Student Financial Services Office, collaborating with Financial Aid...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Financial Solutions Advisor. Be the first to apply!
- jde finance consultant Fairfield, CT
- estate planning consultant Fairfield, CT
- associate corporate finance Fairfield, CT
- wealth advisor Fairfield, CT
- financial planning associate Fairfield, CT
- financial consultant Fairfield, CT
- financial planner Fairfield, CT
- financial counselor Fairfield, CT
- finance associate Fairfield, CT
- financial associate Fairfield, CT


