Financial Services Representative
Barnum Financial Group
Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you’ll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth. We provide a powerful combination of support including Personal coaching from proven winners Customized marketing support to help you acquire clients and build your brand Access to a broad range of products to meet client needs Tools to manage your practice and support the sales process Duties and responsibilities Prospecting, networking and obtaining clients through various methods and strategies. Participate in our state of the art Advisor Pro Training program. Developing and maintaining long-term relationships with clients. Providing financial solutions for clients through fact gathering and needs analyses. Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates. Qualifications: Strong interpersonal, organizational and communication skills Self-starter who is goal oriented Team player with a hearty work ethic BA, BS, and/or Graduate Degree or equivalent work experience #J-18808-Ljbffr Barnum Financial Group
- ...customer. We are regularly recognized for providing outstanding service by our customers. We are a competitive team that strives... ...their full potential. ROLE DESCRIPTION: As a Financial Services Representative with Kevin Piscitelli State Farm Insurance & Financial...SuggestedHourly payWork at office
$150k - $175k
...interests and guiding them toward their unique goals—and a secure financial future—with transparency, trust, and expertise. Our mission is... ...professionals and strategic alliances. Have a dedicated Client Service Manager to assist you with scheduling appointments,...SuggestedFull timeWork from homeFlexible hours1 day per week- Business Development Manager for the Northeast Financial Group at Prudential Advisors Take your career to the next level at Prudential... ...and development program means prior experience in the financial services industry is not required, though it is a plus. Candidate...SuggestedImmediate start
- ...Growing RIA Focused on White-Glove Client Service. Our client is an established and fast-... ...reputation by delivering personalized financial planning, investment management, tax planning... ...Ability to build trust with clients and represent the firm professionally. Organized,...Suggested
- ...to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key... ...deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that...SuggestedFlexible hoursWeekend work
$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... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$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... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift$23.88 per hour
...Financial Analyst Location: Orange, CT Onsite Flexibility: Onsite Contract Details Position Type: Contract Contract... ...to relevant teams Ensure timely responses and maintain service levels Required Skills Basic knowledge of SAP or similar...Contract workWork at officeImmediate startRemote workWork visaMonday to FridayShift work- ...LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Sikorsky Credit... ...A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple...Work at officeLocal area
- ...we help clients Protect, Preserve, and Grow their wealth. Our 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...Temporary work
$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale-not settle. We deliver a distinctive experience that blends growth opportunity with deep support-helping advisors build...Flexible hours- ...Financial Solutions Advisor - Southern CT. Market Cheshire, Connecticut;Danbury, Connecticut; Fairfield, Connecticut; New Canaan, Connecticut... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...Optimus Health Carethe largest provider of primary health care services in Fairfield Countyis looking for dedicated professionals to... ...serve. We are currently recruiting for a Full Time bilingual Financial Counselor for our location in Bridgeport, CT. POSITION...Full timeWork at office
- ...meaningful, long-term relationships with clients seeking tailored financial guidance. You serve as a trusted adviser, counselor, and coach... ...Series 66 upon hire 5+ years industry experience in financial services or a related field, 10+ years preferred 3-5 years of financial...Full time
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...full-time compassionate, highly motivated and detail-oriented Financial / Certified Application Counselor(s) to join our team. In this... ...ongoing support to ensure patients receive the resources and services available to them. Key Responsibilities Screen patients...Hourly payFull timeWork at office
$115k - $125k
...ideal candidate enjoys working in a fast-paced, collaborative environment and wants to play a meaningful role in strategic planning, financial analysis, and the company's continued growth. SaaS and/or Private Equity-backed experience is preferred but not required. Key...$65k - $80k
...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making... ...client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates...Temporary workMonday to FridayShift workDay shift$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...career paths - whether shaped by military service, community college education, or a wide... ...Values Learn about our four values that represent what we believe. Pay Transparency: #J-1...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...containment actions such as session revocation, credential reset, and access suspension under team runbooks; monitor privileged and service-account activity for anomalous behavior and policy violations. Run Okta Identity Governance access certification campaigns end to...Work experience placement
$60k
...experience in changing people’s lives, personally, professionally, and financially. WE ARE NORTHWESTERN MUTUAL ~ Fortune 500 Ranked 109th 20... ...of our most successful career changers came from: Financial services, business development, hospitality, banking, sales, marketing,...Full timeWork at officeRemote work- ...Financial Advisor (Greater Bridgeport Market) Build your book with a strong referral... ...sales, sales administration, financial services, and/or retail banking experience, or in... ...Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and...Work experience placement
$24.52 - $37.5 per hour
...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial... ...client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and...Hourly payWork experience placementDay shift- ...Job Description Job Description About the Opportunity Our client, a reputable financial services organization in Meriden, CT, is seeking a detail-oriented Loan Processor to provide support on a short-term assignment. This role is ideal for an experienced professional...Temporary workWork at officeImmediate start
- ...processing residential loan applications from submission through closing. This role is ideal for someone with mortgage, banking, financial services, or administrative experience who thrives in a fast-paced environment and is committed to providing excellent customer...Work at office
$70k - $110k
Tradewinds Wealth Management, LLC, is a relationship-based financial services firm striving to provide quality advice, effective implementation, and superior service to our individual and corporate clients. Dedicated to the highest ethical standards, Tradewinds Wealth...Full timeWork experience placementWork at office$21.5 - $26 per hour
...individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate... ...meaningful work! The Relationship Banker II role will provide services for Banking Center customers and assist the team in...Hourly payFlexible hoursWeekend work$18.5 - $23 per hour
...individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate... ...meaningful work! The Relationship Banker I role will provide services for Banking Center customers and assist the team in achievement...Hourly payFlexible hoursWeekend work$21.5 - $26 per hour
...individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate... ...meaningful work!The Relationship Banker II role will provide services for Banking Center customers and assist the team in achievement...Hourly payFlexible hoursWeekend work- Job Description Commercial Loan Officer Commercial Loan Officers work to help business owners obtain funds needed to fund their businesses, purchase property, equipment, and more. The right individual will need to meet with business owners face-to-face to...
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