Holistic Financial Advisor - Planning & Education Pro
Osaic
Osaic is looking for energetic Financial Advisors to join our team in Connecticut. The role involves enhancing client relationships through holistic financial planning and sales of various products including Investment and Insurance. Qualified candidates should have a minimum of three years in financial sales and relevant degree or experience. Responsibilities include client meetings, achieving sales goals, and providing financial education services. #J-18808-Ljbffr Osaic
- Financial Advisor Territory: Danbury, CT, Stamford, CT, Norwalk, CT and... ...relationships by providing holistic, planning advice through the sale of... ...clients reach their personal, education, business, retirement, and... ...client satisfaction Perform pro-active prospecting...SuggestedWork at office
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...by military service, community college education, or a wide range of work and life experiences... ...Responsibilities Works with clients to plan their short and long-term financial...SuggestedHourly payTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Bank of America in Danbury, CT is seeking a licensed financial professional to provide comprehensive client advice and customized solutions... ...triage leads, refer to internal partners, review goals, build plans, and recommend brokerage products. You will pursue licenses and...Suggested
- Bank of America is seeking a financial advisor to provide comprehensive financial guidance and tailored solutions to clients, helping them reach their monetary goals through brokerage, banking, and advisory products. The role includes triaging leads, referring to partners...Suggested
- Jobtailor is seeking a client engagement specialist at our Danbury, CT, facility to educate customers on mobile and online banking, ATM self-service, and related financial tools. You will process cash transactions accurately, build relationships, and help clients identify...Suggested
- ...full-time compassionate, highly motivated and detail-oriented Financial / Certified Application Counselor(s) to join our team. In this... ...Health's Sliding Fee Discount Program. This position provides education, application assistance, and ongoing support to ensure patients...Hourly payFull timeWork at office
- 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....Monday to Friday
- Sound Income Group in Redding, Connecticut, is seeking a Financial Advisor for the New England market. The role focuses on helping clients plan for retirement with education-driven guidance and a proven seven-step process. You will work with warm, pre-qualified prospects...
$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...by military service, community college education, or a wide range of work and life experiences... ...investment goals, building a financial plan, and recommending brokerage products....Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Financial Advisor | New England Market Sound Income Group Redding, Connecticut, United States About this position Description... ...retirement make informed financial decisions through education-driven financial planning and an established seven-step process. Our advisors are...Work at office
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...for building an integrated financial planning practice from the ground up. Our college... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...Full timeInternshipLocal areaFlexible hours- ...guided by a common purpose to help make financial lives better through the power of every connection... ...for engaging clients in the lobby to educate and assist with conducting transactions... ...this communication and the official plan documents, the plan documents will always...Work at officeFlexible hoursShift workWeekend workDay shift
- ...positive, confident manner Consistently makes time to be friendly, get to know our customers and make every customer feel important Educational and Experience Requirements High School Diploma or GED Minimum 2 years experience in retail banking Ability to use mathematics to...
$25 - $26.77 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... ...: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service...Hourly payFlexible hoursShift workWeekend workDay shift- Bank of America in Danbury, CT is hiring to engage clients in the lobby, educate on self-service banking, and process cash transactions efficiently. This role focuses on understanding clients’ financial goals and connecting them to suitable solutions. You will build...Weekend work
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... ...This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources...Flexible hoursWeekend work
- • Engage clients in the lobby and educate them on conducting transactions through mobile banking, online banking, and ATM self-service... ...transactions • Conduct in-depth conversations to understand clients’ financial and life priorities • Connect clients with solutions that meet...Weekend work
$110k - $125k
...Analyst to join its growing finance team. This role partners closely with senior finance leadership and plays a key role in financial planning, budgeting, forecasting, and performance analysis. The ideal candidate is a critical thinker who understands the business behind...- Ives Bank seeks a Relationship Banker II to deliver outstanding service, process daily transactions, and open accounts while strengthening customer relationships. You will work in a team-focused environment, supporting branch goals and ensuring regulatory compliance. Ideal...
- ...purchase order process, budget, and receivablesPrepare variance analysis to budgetManage BookkeeperFinanceFinancial planning and analysis – assist with the financial forecasting, perform research and analysis, and prepare reportsPreparation of the annual budgetPresentation...Work at office
- Raymond James is seeking a dynamic Registered Client Service Associate to deliver high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires clear communication across phone, email, in person and virtual channels, and the ability...
$20.65 per hour
JOIN OUR TEAM AND EXPERIENCE ENDLESS CAREER POSSIBILITIES Pledge for Success: We are dedicated in hiring outstanding individuals who share in our commitment and passion in serving our guests. Ambition, dedication, attention to detail, and a warm smile are all winning characteristics...Hourly payFlexible hoursShift workNight shift- ...operations, service quality, sales and financial performance. Takes the initiative to perform... .... Build and manage employee development plans with goals and milestones for Associate... ...and make every customer feel important Educational and experience requirements include:...
- A local financial institution in Newtown is seeking a Universal Banker I to join their Shelton branch. The ideal candidate will provide excellent customer service, develop new account relationships, and assist with branch operations. Previous customer service and sales...Local area
- ...seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service options, and process cash transactions... ...and connecting clients to solutions that meet their financial goals. The ideal candidate is a motivated self-starter with strong...Weekend work
- Ives Bank in Newtown, CT is seeking a Relationship Banker II to provide outstanding customer service, deepen relationships, and support branch goals. The role emphasizes transaction processing, account openings, and product recommendations. You will work in a team, maintain...
$130k - $160k
This role offers the chance to take real ownership of an organization’s security posture and guide how it continues to evolve. The environment is supported by a managed services provider, and this position will serve as the internal point of leadership and direction for...- ...FP&A Analyst will play a key role in budgeting, forecasting, financial modeling, and performance analysis. This position partners closely... ...financial models for budgeting, forecasting, and long-range planning Prepare and analyze monthly financial results, variance...
- The Quest Organization in Danbury, CT is seeking an FP&A Analyst to drive budgeting, forecasting, and financial modeling with cross-functional partners across the business. You will analyze monthly results, KPIs, and trends to deliver insights that influence strategic decisions...
- ...support the lenders in underwriting requests for credit extensions to new and existing commercial clients. They will perform detailed financial analysis for all lending opportunities, prepare credit approval and modification requests for presentation to Loan Committee by...Temporary workInterim role
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