- Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Valid FINRA Series 7 & 63/66 preferred but not required
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Requires a Bachelor's degree in business administration, finance, or other related field
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
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Financial Planner
2 weeks ago
New York Life Windsor, United StatesOur 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 our clients achieve their monetary goals. S ...
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Financial Planner
3 weeks ago
JS Benefits Group Newtown, United StatesCompany Description · JS Benefits Group is an Employee Benefit and HR consultancy located in Newtown, PA and working with more than 30 of the nation's top carriers. JS Benefits Group works with employers in the Mid-Atlantic region of the US, offering Group Health, Life, Dental, V ...
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Financial Planner
3 weeks ago
Lifetime Recruiting Strategies Hartford, United StatesDescription · We represent a global brand seeking proven sales professionals to join our team. Now is your chance to start a new sales related career in the financial services industry Training is provided If you want to take control of your career and financial future then we wa ...
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Senior Financial Planner
3 weeks ago
Ridgeline Financial Partners Hartford, United StatesCompany Description · Ridgeline Financial Partners is a financial planning firm located in Greater Hartford. We pride ourselves on becoming our client's most trusted advisors. Ridgeline Financial Partners is one of the country's fastest growing firms and we are looking to add a s ...
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Senior Financial Planner
1 week ago
Ridgeline Financial Partners Hartford, United StatesCompany DescriptionRidgeline Financial Partners is a financial planning firm located in Greater Hartford. We pride ourselves on becoming our client's most trusted advisors. Ridgeline Financial Partners is one of the country's fastest growing firms and we are looking to add a seas ...
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Senior Financial Advisor/Planner
2 days ago
Kestra Financial Avon, United States PermanentWorking within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the financial planning continuum. · ability to lead certain firm client relationships · no production requirements or expectati ...
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Senior Financial Advisor/Planner
3 days ago
Kestra Financial Avon, United StatesWorking within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the financial planning continuum. · ability to lead certain firm client relationships · no production requirements or expectatio ...
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Senior Financial Advisor/Planner
5 days ago
Kestra Financial Avon, United StatesWorking within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the financial planning continuum. · ability to lead certain firm client relationships · no production requirements or expectati ...
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Senior Financial Advisor/Planner
1 week ago
Kestra Financial Independent Advisor Avon, United StatesJob Description · Job DescriptionWorking within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the financial planning continuum. · -ability to lead certain firm client relationships · -no pro ...
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Assistant Town Planner
2 weeks ago
Town of Enfield Enfield, United States**VACANCY ANNOUNCEMENT** · **PLANNING & ZONING DEPARTMENT -** · **ASSISTANT TOWN PLANNER** · **Closing Date: Until filled** · - **Salary: $69, $87,035.55 annually, based on qualifications**_ · **Hours: 35-hour work week: Monday - Friday 9:00am-5:00pm (one-hour unpaid lunch), atte ...
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Supply Chain Manager
5 days ago
Eppendorf Enfield, United StatesYour challenges- Leads the supply chain including purchasing, planning, and raw materials warehouse teams in executing best performance practices to meet or exceed key metrics and KPIs.- · - Coordinates extensively and seamlessly with the other departments including Engineering, ...
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Pt Universal Banker
1 week ago
Berkshire Bank Longmeadow, United States**Division**: Retail Banking · **Department**: Various - Branch Network · **Reports to**: Financial Center Manager · **Status**: Non-Exempt · **Grade**: 5 · **Pay Range**: $ $27.50 · - Actual compensation within the pay range will be decided based on factors including, but not li ...
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Supply Chain Manager
1 week ago
Pratt & Whitney Middletown, United States**Date Posted**: · **Country**: · United States of America · **Location**: · PW102: Middletown Aircraft Rd P.O. Box 611, Middletown, CT, 06457 USA · **Position Role Type**: · Remote · Pratt & Whitney is working to once again transform the future of flight—designing, building and ...
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Universal Banker
2 weeks ago
Berkshire Bank Southwick, United States**Division**: Retail Banking · **Department**: Various - Branch Network · **Reports to**: Financial Center Manager · **Status**: Non-Exempt · **Grade**: 5 · **Pay Range**: $ $25.00 · - Actual compensation within the pay range will be decided based on factors including, but not li ...
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Wealth Planner
1 week ago
Fiducient Advisors Windsor, United StatesFiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct pu ...
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Wealth Planner
3 weeks ago
Fiducient Advisors Windsor, United StatesFiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct pu ...
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Planning Consultant
3 weeks ago
Fidelity Investments Windsor Locks, United StatesJob Description: · Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. · As a Planning Consultant, you will provide a world-class planning expe ...
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Facilities Engineer
2 weeks ago
Axalta Front Royal, United StatesJob Description:JOB TITLE: Facilities EngineerCompany Overview:Singular focus on providing brilliant coatings sets us apart. Axalta Coating Systems is a leading global company dedicated solely to the development, manufacture and sale of liquid and powder coatings. We serve custom ...
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Facilities Engineer
2 weeks ago
Axalta Front Royal, United StatesJob Description: · JOB TITLE: Facilities Engineer · Company Overview: · Singular focus on providing brilliant coatings sets us apart. Axalta Coating Systems is a leading global company dedicated solely to the development, manufacture and sale of liquid and powder coatings. We ...
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Director, Investment Solutions Consultant
6 days ago
Voya Financial Windsor Locks, United StatesTogether we fight for everyone's opportunity for a better financial future. · We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not go ...
Financial Planner - Windsor, United States - New York Life
Description
Our 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 our clients achieve their monetary goals.
Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply todayResponsibilities
Qualifications
