Wealth Advisor
$100k - $110kTranscend Practice Management
Job title: Wealth Advisor Location: Cheshire, CT Status: Full-time, in office Compensation: $100,000 - $110,000 (base salary) + 25% Bonus As a family business, we treat every client like our own, prioritizing their best interests and guiding them toward their unique goals—and a secure financial future—with transparency, trust, and expertise. Our mission is to enable individuals and families to transform their financial resources into opportunities for a secure and fulfilling life. Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome a Wealth Advisor to the team who will support the firm’s lead advisor. The Wealth Advisor is responsible for the retention of existing client relationships as well as the development of new client connections. The Wealth Advisor role is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. The attributes that we are looking for in a teammate include: A proactive, results-driven and client-centric attitude. An “owner’s mindset” where the success of the firm and individual success is one and-the-same. Natural self-starter with strong sense of time management and task prioritization. Keen attention to detail. A true team player who will collaborate closely with others to ensure optimal outcomes every time. Strong communication and interpersonal skills. Humility and quick responsiveness toward client questions. Superior writing skills for all forms of internal and client-facing communication. A long view of the opportunities presented by the firm and the industry overall. As a Wealth Advisor you can expect to: Help individuals meet their unique financial needs and objectives on an ongoing basis with particular emphasis on risk tolerance, risk management, estate planning, and taxes. Establish and define the client-planner relationship. Develop, present and monitor financial planning recommendations and/or alternatives. Analyze the income and asset situation of clients annually to review and update the financial situation. Recommend plans and products to help clients achieve their goals; identify appropriate investment and insurance solutions; estate issues; tax considerations; retirement planning or personal planning objectives. Comply with all FINRA/SEC/Cetera compliance regulations. Develop and sustain relationships with other in-house professionals and strategic alliances. Schedule and plan client meetings using the contact management system. Maintain client cost basis information in coordination with the investment committee. Work with clients to continually evaluate the objectives and risks of clients’ personal financial plans. Remain current on industry developments, service, and product enhancements. Participate on the firm's investment committee, as appropriate. Qualifications for this role include: B.A or B.S. in Business; advanced degree/designation, a plus (e.g. MBA, CFP, CPA, etc.) Series 7 and Series 66 required CFP, preferred (or prior enrollment or willingness to enroll in CFP Certification Program) Insurance licenses preferred Experience working with Pershing processes and forms, a plus Excellent knowledge and communication of products such as mutual funds, stocks, bonds, insurances, and annuities Able to identify estate planning issues Proficiency with computer programs, including MS Office Suite, particularly Excel, MoneyGuidePro, Allbridge, and Morningstar Advisor. We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you! Compensation: $100,000-$110,000 per year #J-18808-Ljbffr Transcend Practice Management
- ...Established Client Base. Build Your Own Future. Centurion Wealth Management is a growing financial planning and wealth management... ...We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a key role in supporting our growing...SuggestedFor contractorsFlexible hours
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...Financial Advisor Opportunity Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company... ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Job Description Job Description Role Overview A Sentinel Asset Management Advisor is a client-facing professional responsible for educating prospective clients, leading them through Sentinel’s structured financial planning process, and stewarding long-term client...SuggestedBase plus commissionFull timeTemporary work
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...you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to...Temporary workInterim roleFlexible hours- ...Northwestern Mutual invites individuals to pursue a path as financial advisors, starting as a financial representative focused on client-building and attaining licenses. Our award-winning training programs equip you to build a holistic financial planning practice with...Work at office
- ...environments to scale your advisory business while delivering meaningful client impact. Join a community focused on redefining possible for advisors, with growth opportunities, succession planning, and the freedom to shape your own path within a supportive MassMutual ecosystem....
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$28.85 - $33.65 per hour
Job Description: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...Hourly payFull timeTemporary workWork at officeFlexible hoursDay shift- Financial Consultant The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers...Hourly payWork experience placementWork at officeImmediate startRemote workFlexible hours3 days per week
- Financial Representative Note: Fidelity will not provide immigration sponsorship for this position. The Role As a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, you will...Full time
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...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal...Full timeContract workFor contractorsWork at office- ...link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual... ...the past eight years, Mike has built a successful career as a wealth management advisor at Northwestern Mutual, with a strong focus...Work at officeVisa sponsorshipFlexible hours
$61k - $119k
Overview 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...Work at office$61.88k - $92.56k
...you more specific details for this role. Line Of Business TD Wealth Job Description This role works with TD Wealth prospects and clients... ...'s individual circumstances and a lasting role as the client’s advisor. As a fiduciary, this role will put the client’s financial...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours$55k - $130k
...experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on... ...Requirements Proven experience as a Financial Advisor or Wealth Advisor Active Life and Health Aspirations of becoming securities...Flexible 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
$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full‑time student; juniors and seniors preferred...Full timeInternshipLocal areaFlexible hours- Northwestern Mutual seeks College Financial Representatives for its internship program in New Haven, CT. Interns will build an integrated financial planning practice while receiving guidance and support from experienced professionals. Responsibilities include networking...Full timeInternshipFlexible hours
- The Northwestern Mutual Wengzn District in New Haven, CT is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You will build long‑term relationships with ...Flexible hours
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$28.85 - $33.65 per hour
...Bank Of America Financial Advisor 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...Hourly payTemporary workWork at officeFlexible hoursShift workDay shift$25 - $38.46 per hour
...Full time R-38197 Location: 2856 Whitney Avenue - Hamden, Connecticut 06518 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client...Hourly payFull timeWork experience placementFlexible hoursDay shift$22.61 - $37.67 per hour
Overview: Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our...Hourly pay$230 - $460 per week
Global Elite Empire Consultants is offering a part-time, fully remote opportunity in financial services with weekly pay. You will learn to present insurance products and benefits to clients, schedule appointments, and complete applications while working with a virtual team...Remote jobWeekly payPart timeFlexible hours- Associate Financial Operations AnalystCheshire, Connecticut (Hybrid)Position OverviewReporting to the Manager of Financial Operations, this role supports key operational functions across Accounts Receivable, Treasury, and Compliance within the insurance industry. The Financial...Work at office
- Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their...Work at officeFlexible hours
$125k - $175k
...Business Development Financial Advisor CAPTRUST is seeking a Business Development Financial Advisor who will assist in bringing in new clients through our custodial distribution channels. A competitive salary is offered for this role as well as excellent career growth...Temporary workWork at officeLocal areaImmediate startFlexible hours
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