- Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives
- Analyze customer financial situations and provide tailored financial services and insurance products
- Develop customized financial plans for clients that are tailored to their specific goals and objectives
- Monitor markets, research financial products, and stay updated with new developments in the financial sector
- Provide customer service to current and potential MassMutual customers
- Bachelor's degree in a related field such as finance, accounting, or economics
- Resident insurance license, Life & Health
- Minimum of 3 years of experience working in the financial services industry
- Strong customer service, communication, and presentation skills
- Excellent verbal and written communication skills
- Good knowledge of risk management and investment strategies
- Series 6 or 7
- CFP certification
- Knowledge and proficiency in the use of CRM software and financial data analysis tools
- Strong organizational and time management skills
- Ability to multitask and prioritize
- Proficiency in MS Office
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Financial Advisor
4 weeks ago
Lenox Advisors Stamford, United StatesIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to yo ...
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Financial Advisor
3 weeks ago
Lenox Advisors Stamford, United StatesJob Description · If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and ...
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Financial Advisor
3 weeks ago
Northwestern Mutual - Norwalk, CT Stamford, United StatesJob Description · Job DescriptionJoin our growing team - Fairfield County (Norwalk, CT) affiliated with our Park Avenue location... · Our Norwalk, CT firm is seeking professionals to join our growing practice. Our financial representatives and advisors strive to understand their ...
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High Networth Financial Advisor
5 days ago
Talent Focus Executive Search and Consulting Stamford, United StatesTalent Focus is partnering with a distinguished international wealth management institution to identify an exceptional Financial Advisor for their Private Client practice in their waterfront offices in Stamford. · As a Financial Advisor, you will play a pivotal role as a trusted ...
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Merrill Financial Solutions Advisor
3 weeks ago
Bank of America Stamford, United States Full timeDescription · : · This job is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals o ...
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Financial Advisor
1 week ago
Northwestern Mutual Stamford, United StatesThe ideal candidate will reside around the area of Stamford, Westport, or Fairfield, CT and have a strong desire to help people financially grow. To deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortabl ...
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Financial Advisor
3 weeks ago
Northwestern Mutual Stamford, United StatesJob Description · Job Description · Join our growing team - Fairfield County (Norwalk, CT) affiliated with our Park Avenue location... · Our Norwalk, CT firm is seeking professionals to join our growing practice. Our financial representatives and advisors strive to understand t ...
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Financial Advisor
3 weeks ago
Northwestern Mutual Norwalk Norwalk, United StatesAs a Financial Advisor, you will build long-lasting relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives. Financial advisors are supported by training programs, mentoring, and unlimited access to resources to assist their ...
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Financial Advisor
2 weeks ago
Northwestern Mutual Norwalk Norwalk, United StatesAs a Financial Advisor, you will build long-lasting relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives. Financial advisors are supported by training programs, mentoring, and unlimited access to resources to assist their ...
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Financial Advisor
3 weeks ago
CNO Financial Group New Rochelle, United StatesJoin Us to Earn More Money and Make a Real Impact · Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group · As a Fi ...
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Financial Advisor
3 weeks ago
LPL Financial Bethpage, United States Full timeFinancial Advisor - Teachers Federal Credit Union · Your career path should lead to real opportunity · LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Teachers Feder ...
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Financial Advisor
1 week ago
Northwestern Mutual Melville, United StatesFor over 160 years, Northwestern Mutual advisors have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to ...
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Financial Advisor
3 weeks ago
Ten Solutions Bridgeport, United StatesJob Description · Job Description · 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, create p ...
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Financial Advisor
5 days ago
HighTower Advisors Westport, United StatesOur Story · Founded in 2008, Hightower Advisors is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's ...
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Merrill Financial Solutions Advisor
2 weeks ago
Bank of America Stamford, United StatesMerrill Financial Solutions Advisor - Stamford Market (PR) page is loaded · Merrill Financial Solutions Advisor - Stamford Market (PR) · Apply · locations · Stamford · time type · Full time · posted on · Posted Yesterday · job requisition id · Job Description: · At Bank ...
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Financial Advisor
6 days ago
Bankers Life Hauppauge, United StatesThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. · Responsibilities · Provid ...
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Licensed Financial Advisor
3 weeks ago
National Financial Network New Canaan, United StatesJob Description · Job DescriptionFinancial Representative - National Financial Network · Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? · National Financial Network [a member of The Gu ...
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Financial Advisor
3 weeks ago
Ten Solutions Bridgeport, United StatesJob Description · Job DescriptionFinancial & 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, create passiv ...
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Financial Advisor
3 weeks ago
The Quintessential Experience Queens, United StatesThe Quintessential Experience - · Job Description: · Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional · Entry Level, Career Changer or Experienced Agent/Advisor · Ready to take your career and life to ne ...
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Financial Advisor
3 weeks ago
NYL - Melville Melville, United StatesJob Description · Job DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients ac ...
Experienced Financial Advisor - Stamford, United States - Fifth Avenue Financial
Description
Job Description
Job DescriptionThe Opportunity:Fifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Our office is located in New York, NY and candidates are expected to come into the office on hybrid basis.
Job Responsibilities: