Financial Services Advisor
PMTS North Haven
Benefits: 401(k) Employee discounts Health insurance Paid time off Training & development Vision insurance ABOUT OUR SCHOOL Each Paul Mitchell school is independently owned and operated and committed to providing a high-quality educational experience. We support Future Professionals, our students, in developing strong technical skills, creativity, professionalism, and a sense of community. Our programs in cosmetology and other state-approved disciplines prepare students to achieve state licensure and pursue their career goals in a collaborative, inclusive, and student-centered learning environment. JOB SUMMARY The Financial Services Advisor supports Future Professionals by providing accurate financial information, guidance, and administrative support related to tuition, payment plans, and student accounts. This role ensures compliance with school policies and regulatory requirements while supporting a professional, student-centered experience. ESSENTIAL FUNCTIONS Information and guidance regarding tuition, payment plans, and student financial obligations. Support enrollment and ongoing student account processes. Prepare, review, and maintain financial documentation and records. Communicate clearly with Future Professionals regarding account status and expectations. Process payments, adjustments, and required financial documentation. Collaborate with admissions, education, and operations teams as needed. Ensure compliance with school policies and applicable regulations. Maintain confidentiality of student financial information. Document interactions and account updates accurately in school systems. Provide administrative support related to financial services operations. Education, Licensure, and Experience: High school diploma or equivalent required Prior experience in financial services, administrative support, or customer service roles preferred Experience working with confidential records preferred Experience in an educational or service-based environment preferred Knowledge, Skills, and Abilities: Strong attention to detail and accuracy Ability to explain financial information clearly and professionally Strong oral and written communication skills Ability to maintain confidentiality and professionalism Strong organization and time-management skills Ability to work independently and collaboratively Ability to maintain composure during sensitive conversations Education, Licensure, and Experience: High school diploma or equivalent required Prior experience in financial services, administrative support, or customer service roles preferred Experience working with confidential records preferred Experience in an educational or service-based environment preferred Knowledge, Skills, and Abilities: Strong attention to detail and accuracy Ability to explain financial information clearly and professionally Strong oral and written communication skills Ability to maintain confidentiality and professionalism Strong organization and time-management skills Ability to work independently and collaboratively Ability to maintain composure during sensitive conversations #J-18808-Ljbffr PMTS North Haven
$75k - $100k
...Before applying for this role, please read the following information about this opportunity found below. Associate Financial Advisor/Servicing Advisor Location: North Haven, CT (In-office, Monday to Friday; hybrid after training/acclimation period) Industry:...SuggestedWork at officeMonday to Friday$130k - $145k
...About the Company Most advisor roles have you building clients from scratch. At Sentinel, seminars are filled, and leads are provided... ...on discovery and listening, not pitching Present structured financial plans and guide clients to a confident decision Maintain relationships...SuggestedFull timeWork at officeFlexible hours$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices... ...experience that blends growth opportunity with deep support-helping advisors build meaningful businesses while making a lasting impact on the...SuggestedFlexible hours$90k - $110k
...000 Status: Full-time; on site We are a holistic financial planning practice with a collaborative, passionate culture... ...hire a Paraplanner with a strong record of supporting advisors and delivering exceptional service to clients. As a Paraplanner, you will work directly...SuggestedFull timeWork at office$25 - $38.46 per hour
...Summary Be a problem solver, trusted advisor, and partner to the people and businesses... ...with a plan-based approach to financial advice. As a PCB, you will deliver and refer... ..., and offering appropriate products and services. PCBs identify products and services to...SuggestedHourly payWork experience placementFlexible hoursDay shift$25 - $38.46 per hour
...Summary Be a problem solver, trusted advisor, and partner to the people and businesses... ...with a plan-based approach to financial advice. As a PCB, you will deliver and refer... ..., and offering appropriate products and services. PCBs identify products and services to...Hourly payFull timeWork experience placementFlexible hoursDay shift$20.67 - $31.25 per hour
...Summary Be a problem solver, trusted advisor, and partner to the people and... ...guidance and solutions to assist in client's financial wellness both in person and through proactive... ...sales is more important than financial services experience. KeyBank provides the tools...Hourly payWork experience placementDay shift- ...Financial Advisor — Established Book Required ($40M+ AUM) This opportunity is intended for established Financial Advisors only. To be considered... ...and win. You will leverage Procyon's full platform—dedicated service, planning, investment, and specialist teams—to scale your...Full timePart timeWork at officeWork from homeMonday to Friday
$85k - $95k
...have been helping our clients work toward financial independence with our personalized... ...grandchildren. We pride ourselves on a white glove service experience grounded in integrity,... ...Paraplanner with a strong record of supporting advisors and delivering exceptional service to...Full timeSeasonal workImmediate start$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis...Work at office- ...on performance Flexible schedule Service an Established Client Base. Build Your Own... ...Wealth Management is a growing financial planning and wealth management practice... ...motivated, client-focused Associate Financial Advisor to join our team and play a key role in...For contractorsFlexible hours
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis...Full timeContract workFor contractorsWork at office- ...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 who is passionate about retirement planning and enjoys guiding...Temporary work
- ...Bank is seeking a Universal Banker-Float to provide face-to-face service across branch locations in Connecticut. You will handle... ...channels and debit card rewards, ensuring compliant, accurate financial transactions. You will travel between branch locations as needed...
- ...passionate and diverse individuals who are driven to help improve the financial well-being of others.At Connex, you're more than an employee,... ...that values trust, collaboration, and delivering exceptional service. With a strong history of success and a commitment to our...Local areaWeekend workAfternoon shift
- ...Senior Credit Analyst The Senior Credit Analyst provides support to commercial lenders through detailed financial/credit analysis, perform research on industry trends, train, and mentor less experienced analysts, independently underwrite loan requests with primary focus...TraineeshipLocal area
- ...Role We are seeking a Private Wealth Advisor to join our Branford team. This is a senior... ...• Design and implement personalized financial plans and portfolio strategies aligned... ...networks—while protecting the quality-of-service existing clients already expect. • Mentor...Full timeWork at office
$21 per hour
...customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet... ...customer experience, recommending and referring products and services to customers Strong listening and communication skills Ability...Hourly payLocal areaFlexible hoursAfternoon shift- Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families... ...and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications... ...and access to the best products and services for our clients. Our Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$150k - $175k
...Job title: Wealth Advisor Location: Cheshire, CT Status: Full Time; hybrid (1... ...toward their unique goals—and a secure financial future—with transparency, trust, and expertise... ...alliances. Have a dedicated Client Service Manager to assist you with scheduling...Full timeWork from homeFlexible hours1 day per week- ...Role We are seeking a Private Wealth Advisor to join a growing wealth management... ...and business owners, lead comprehensive financial planning conversations, and collaborate... ...focused on delivering exceptional client service. This opportunity is well-suited for...
$18.32 - $27.48 per hour
...is looking for diverse talent who are motivated to improve the financial well-being of others. We're a company with a long and successful history where trust is important and exceptional customer service is the standard. We are committed to our employees, our members...Hourly payFull timeWork experience placementWork at officeFlexible hoursShift work- ...DESCRIPTION: Commercial Credit and Loan Administration, under the general supervision of the Senior Credit Risk Manager, evaluates the financial condition of businesses and individuals applying for commercial loans. GENERAL DESCRIPTION OF DUTIES: Analyze commercial loan...Full timeWork at officeLocal area
- 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
$110k - $120k
Wealth Advisor Cheshire, CT Full-Time, Hybrid (1 day/week WFH) Compensation: $110,000-$1... ...making a meaningful impact guiding clients' financial matters. About Us As a fiduciary, Ciampi... ...ahead of industry trends, products, and services Bring your client insights directly to...Full timeWork at officeWork from home1 day per week- ...Role Centurion Wealth Management is seeking an experienced Financial Advisor with an established book of business to join our firm. This... ...high-touch financial planning and investment management services. • Build and maintain strong client relationships by developing...
- ...rewarding path for those looking to build a long-term career in financial services. Our office is located at: 555 Long Wharf Dr New Haven,... ...to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual...Work at officeVisa sponsorshipFlexible hours
- ...Financial Services Representative About the job Begin a career that allows you to leverage your personal drive, your people skills,... ...of support including : Our extensive training program, Advisor Pro. Personal coaching from proven winners Customized...Full timeWork experience placement
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