Head of Creative, Empower Personal Wealth
Finance Advisor Job In Stamford, CT
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
As the Head of Creative for Empower Personal Wealth, you will operate as an Executive Creative Director and oversee the creative development efforts for all the direct to consumer (D2C), performance marketing creative, UX design, rollover, cross-over, organic social media and participant communications for the enterprise. You'll lead and direct the efforts of a team of creative directors, writers, and art directors on direct to consumer (D2C) efforts. Further, this executive creative leader partners closely with the creative teams that focus on the company's B2B efforts to establish and maintain a unified Empower brand. This highly visible role engages with senior executives throughout the company on a regular basis to present creative concepts for approval. In addition, this leader will build a pipeline of talent poised to meet the rapid expansion of creative content needs as Empower builds its stature in the marketplace as a storied retail brand.What you will do:
Lead Empower's internal creative development by inspiring the team to develop compelling creative that entices end users in the D2C and B2B2C space to take the actions we want them to take
Provide executive creative leadership on all performance marketing creative materials, which represents a significant part of our media buy. Develops a large variety of creative for testing and implementation for the broad spectrum of creative needs, including Direct Response (TV/video/radio/direct mail) and paid social
Leverage appropriate measurement tools for each campaign so that creative is conceived with these tools in mind
Provide creative leadership over the UX design of Empower.com and our on-line tool sets, ensuring our brand strategy is thoroughly integrated and articulated in all aspects of our website which is our primary communication and sales lead channel
Play an active role in the management of the outside creative agency's efforts in our brand campaign work and ensure that the internal D2C creative aligns with that of the brand campaign
Attract, retain and develop creative talent that constantly seeks ways to keep abreast of emerging trends in the creative arena such that we can more effectively connect and compel end users to consider Empower
Uncover and compile best practices in creative development techniques to keep our approach to creative development current with the industry
Lead the internal creative team from a goals and KPI perspective; conveying that good creative delivers desired results
Maintain and update style guides to ensure branding standards throughout the Empower enterprise are consistent and up to date
Manage the creative development process in partnership with the creative team leads and build a strong partnership with the internal agency team leaders who this leader will partner with to ensure excellence in creative product outcomes-these department leads include brand media specialists, social, video and traffic managers
What you will bring:
Bachelors Degree in Fine Arts or equivalent creative advertising background
15+ years advertising writing/art background required
Depth of experience in digital creative development a must
Prior experience as a creative director, now serving in an Executive Creative Director (or equivalent) role
5+ years of creative team management required
Strong business to consumer and business to business creative background required
Proven track record of developing successful ad campaigns in all formats (online/off-line/broadcast)
What will set you apart:
Experience working in a highly regulated environment a plus.
Excellent communication skills and selling ability
Able to work well under pressure and time constraints
Strong detail-orientation and solid organizational skills
Collaborative, with a team-oriented approach
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
#PJMK
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
Base Salary Range
$183,300.00 - $265,800.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
03-15-2025
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Workplace Flexibility: Remote - Nationwide
Financial Advisor
Finance Advisor Job 24 miles from Stamford
We suggest you enter details here.
Role Description
This is a full-time on-site role for a Financial Advisor at HAS Health Insurance and Wealth Management located in Danbury, CT. The Financial Advisor will be responsible for financial planning, retirement planning, investments, and providing financial advisory services to clients on a day-to-day basis. This is a full-time position. We have a proven marketing system giving you clients daily as well as access to over 1500 insurance and tax clients
Qualifications
Financial Planning and Retirement Planning skills
Finance and Investment knowledge
Experience in providing Financial Advisory services
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Bachelor's degree in Finance, Economics, or related field
Associate Financial Advisor
Finance Advisor Job 12 miles from Stamford
This is a summary outline of the responsibilities the Associate Financial Advisor initially requires. This description may be modified as necessary.
We are an independent, relationship-focused financial planning firm providing comprehensive wealth management and retirement income planning for a diverse client base.
Role Description
The Associate Financial Advisor will be responsible for individual clients' financial planning, retirement planning, investment management, and financial advisory services. Duties and responsibilities could include:
Supporting the Senior Financial Advisors with analysis, client service and technical assistance
Meeting independently with clients to discuss their plan and investments
Attending client meetings and taking extensive notes with the Senior Financial Advisors
Analyzing client information and preparing reports and presentations
Entering information into financial planning software and preparing draft plans
Analyzing asset allocation and generating rebalancing trades
Researching products, product pricing and contacting carriers for information
Researching investment managers and investment services and their pricing
Interfacing with the broker-dealer or custodian to obtain information, account data and convey service requests
Setting up and retrieving reports in the portfolio management system
Assisting in generating performance reports.
Qualifications
Minimum of 5 years experience in the financial services industry
FINRA Series 7 and 66
Bachelor's degree in Finance, Economics, Business, or a related field
Financial Planning and Retirement Planning skills
Finance and Investment knowledge
Experience in providing Financial Advisory services
Strong analytical and problem-solving skills
Excellent interpersonal and communication skills
Ability to work well in a team environment
Associate Financial Advisor
Finance Advisor Job 18 miles from Stamford
Financial Professional
Northeast Financial Network
As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community. NEFN is looking for self-motivated individuals like you to join our network of Financial Professionals. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
You possess…
A passion for helping others and making a positive impact in your community.
• An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work - on your terms.
• A lifelong learner mentality with a desire to continue growing.
• Self‐motivation, a confident personality, high integrity, and a strong desire to succeed.
What you'll be doing…
• Working with clients to understand their goals, concerns, and current financial information.
• Analyzing information to create a strategy with appropriate products and services.
• Developing and maintaining a base of clients who value your input and guidance.
• Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.
What we provide:
• Tools and technology to help you appropriately gather, manage, and service your clients.
• Development and training-locally, virtually, and nationally-to support your educational needs.
• Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
• Mentorship and joint-work opportunities.
• Superior service and support.
• A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more.
• Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
Compensation & Benefits:
• The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two.
Requirements:
Must be a US citizen or permanent resident
• A four‐year college degree
• Obtain appropriate licensing company sponsored
To apply: email Mary Ann Patton or send resume - ************************************
Financial Advisor
Finance Advisor Job 18 miles from Stamford
I. M. Financial focuses on maximizing lifestyles and wealth by inspiring, educating, and guiding clients in custom financial strategies and designs.
Role Description
This is a full-time hybride role for a Financial Advisor located in Ridgefield, CT. The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and managing investments.
Qualifications
Financial Planning and Finance skills
Retirement Planning expertise
Experience in Investments and Financial Advisory
Strong analytical and problem-solving skills
Excellent communication and interpersonal abilities
Detail-oriented and organized mindset
Certifications such as CFP or CFA are a plus
Financial Advisor *Training Provided*
Finance Advisor Job 20 miles from Stamford
**Calling all Long Island Residents! **
SFA Agency is looking for highly successful individuals to join our team of financial sales professionals. A career with our team allows you the opportunity to make an impact on others by helping them achieve financial security. We work with all types of clients from individuals to families and business owners providing long-term financial planning solutions including but not limited to insurance, investments, retirement planning, education planning and much more.
No previous financial services experience is necessary! Many people who join our firm are
career changers;
individuals who have experienced success in another industry but may feel capped in their earning potential, lack meaning or purpose and may be looking for more flexibility and ownership in their career.
This role may be a fit for you if...
You know how to connect with people, building personal, trusted relationships
You are a driven person who is committed to succeeding
You are ready to earn more for your hard work
You enjoy helping others and have a desire to make an impact
You are ready to live the life you want, both personally, professionally and financially
What does a career with Northwestern Mutual offer you?
Licensing sponsorship & study material reimbursement - NYS Insurance License, SIE, Series 7 & Series 63.
Extensive training and development through our award-winning training program and personalized mentorship
The opportunity to build your own business with the backing of a Fortune 100 company with a proven track record of success
Flexibility, autonomy, independence
Uncapped earning potential
Opportunities for growth and professional development. We are seeking future leaders to join our team!
Comprehensive benefits package, Medical, Dental, Vision and two company funded retirement plans
How do you get paid?
This is a commission-based career with some startup capital provided in the first year to help you get started. Individuals who tend to thrive in this role are those seeking uncapped earning potential, autonomy and independence and a role that rewards them for the work they put in. To give you an idea, our financial professionals in the first year of the business earn on average about $90-110k with the OTE over $150k. Those 5+ years in the business are earn over $600k.
What is the catch?
The first years can be tough as you're learning the business. But the trade-off is that you get to define what success looks like.
Don't have a background in Finance?
That is ok! 83% of our advisors have no prior finance background! We provide in-depth, nationally ranked training and support and partner you with industry experts until you are ready to do it on your own.
We are looking for individuals with a history of success in their career, college athletics or have a military background. Those that tend to thrive in this career have previous sales or business development experience, strong interpersonal skills, grit, motivation and are extremely goal oriented.
Why join Northwestern Mutual?
FORTUNE 500 Rank: No. 111
One of “World's Most Admired” companies (FORTUNE Magazine, 2024)
Unsurpassed Financial Strength Rating amongst all major credit agencies
TOP 5 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews)
Wealth Management: $281 billion retail investment client assets held or managed by Northwestern Mutual
Recipient of the 2024 APEX Award from
Training
Magazine
Best Places to Work #82 (Glassdoor, 2021)
America's Best Employers for Diversity (Forbes, 2023)
Job Type: Full-time
Pay: $90,000.00 - $178,000.00 per year
Benefits:
Dental insurance
Flexible schedule
Health insurance
Vision insurance
Ability to Relocate:
Melville, NY 11747: Relocate before starting work (Required)
Registered Investment Advisor
Finance Advisor Job 23 miles from Stamford
***CURRENTLY SERIES 7 REGISTERED REPS ONLY***
***SALARY & BONUS and Full benefits****
***PRIVATE EQUITY SALES ***
Joseph Gunnar & Co., LLC is a full-service broker-dealer founded in 1997 dedicated to assisting investors in achieving their financial goals. The firm's capabilities include investment banking, corporate finance, sales and trading, and equity research services. Private clients have access to unique investment opportunities not found at larger competitors, while corporate clients benefit from a value-added component to financings.
Role Description
This is a full-time on-site role for a Registered Investment Advisor located in Garden City, NY. The Registered Investment Advisor will be responsible for providing financial planning, investment strategies, finance guidance, and exceptional customer service to private and corporate clients. Private Equity and Investment Banking sales.
Qualifications:
Finance knowledge
Customer Service excellence
Experience in Investments
Strong analytical and communication skills
Series 7 REQUIRED and Series 65 or 66 licenses preferred
***SALARY & BONUS and Full benefits****
This is a full time position with generous bonus structure and payout and benefits.
*** Please make sure to email your resume to *************************
High Net-worth Financial Advisor (Stamford)
Finance Advisor Job In Stamford, CT
Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Financial Advisor for their High Net-worth Private Client practice in Stamford, CT - this is an ongoing brief, as our client continues to expand.
This is a salaried position plus commission based on new revenue generation.
Your Role
As a Financial Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being.
Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career.
What We're Looking For
We are seeking ambitious, client-focused professionals with a strong background in:
Experience: 5-10 years of proven success in sales, business development, and relationship management.
Network: An established network of High Net-worth clients or prospects, with the ability to cultivate new connections.
Skills: Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets.
Character: A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed.
Why Join This Opportunity?
Prestigious Platform: Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients.
Client Impact: Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions.
Comprehensive Support: Receive world-class training, mentoring, and resources to excel in your role and grow your career.
Dynamic Location: Thrive in the vibrant financial hub of Los Angeles, engaging with a diverse and affluent clientele.
If you're a motivated professional with a proven ability to build lasting relationships and deliver value to high-net-worth clients, this is your chance to advance your career with a global leader. Apply now and take the next step in your professional journey!
Financial Professional
Finance Advisor Job 20 miles from Stamford
Explore a career as a FINANCIAL PROFESSIONAL!
Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!
We have an opening for a highly motivated analytical individual to join us in our Empire City Financial Group firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include:
Developing relationships with clients (both existing and prospective)
Gathering client information and using that information to build robust financial plans
Helping clients prepare for their retirement
Preparing and reviewing investment portfolio recommendations
Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
YOU:
Are a self-starter.
Have an entrepreneurial mindset.
Are a customer service champion.
Are an engaging and compelling communicator and negotiator.
Are a problem solver.
Are a Life-long student seeking continued education and professional development.
Are a critical thinker.
Have prior sales experience and/or enjoy networking and seeking new clients.
Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.
WE:
Provide a framework to help you attain all licensing and education needed to progress through the career.
Support your learning through joint work and a team environment.
Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry.
Provide a roadmap for your success with our experienced team of leaders.
Learn more about this exciting opportunity. Call me at ************ or email *********************************** to schedule an informational interview!
The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents, and may be eligible for paid leave.
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
Prudential is an Employer that participates in E-Verify.
Financial Advisor
Finance Advisor Job 25 miles from Stamford
The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.
PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.
Job Responsibilities
The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:
· Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances
· Advising the customer regarding the advantages, risks, and disadvantages of different products
· Developing internal referral resources to identify existing customers
· Identifying external prospects and building up new client relationships
· Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling
· Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales
· Maintaining all necessary licenses and registrations as required
· Successfully completing all mandatory training in a timely manner
· Maintaining superior and courteous service to promote products and expand customer relationships
· Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism
Job Requirements
With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Financial Advisor include:
· FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required)
· Life & Health Insurance license (Required)
· Strong sales, marketing and business development skills
· 2+ years of experience as producing advisor
· Bachelor's degree preferred
Education and Training
Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to:
· A clear transition plan and timeline so you know what to expect, and when
· Our orientation course to give you an overview of all the tools and services available to you
· Assistance with account transfers and paperwork, and frequent updates on their status
· Help with communications to your current clients about your transition
· In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform
· New business cards, stationery, and email address
· An introduction to our vast marketing resources, so you can start using them with current and prospective clients
If you are interested in this position, please attach a copy of your resume with your application.
Wealth Management Advisor
Finance Advisor Job 16 miles from Stamford
About Us
The Center for Wealth Preservation (CWP) is a premier wealth and financial management firm committed to delivering customized financial solutions for a diverse range of clients, including high-net-worth individuals, professional athletes, corporations, and foundations. Our team of experienced professionals operates with unwavering integrity, a client-first approach, and a dedication to excellence. We take pride in helping our clients achieve financial security and long-term prosperity through tailored strategies and personalized service.
The Opportunity
We are seeking an experienced and driven Wealth Manager to join our dynamic team. This role offers the opportunity to work closely with clients, develop personalized financial strategies, and play a critical role in guiding them toward their financial goals. The ideal candidate is passionate about financial planning, investment management, and building lasting client relationships.
Key Responsibilities
Develop and implement personalized, comprehensive financial plans tailored to clients' unique goals, including investment, insurance, retirement, tax, and estate planning.
Build and maintain strong client relationships by providing proactive guidance, addressing concerns, and adapting strategies as needed.
Collaborate with internal teams to ensure seamless execution of financial plans and high-level client service.
Monitor financial plans regularly, adjusting strategies based on market conditions and clients' evolving needs.
Stay up to date on market trends, tax laws, and financial industry regulations to provide clients with the most relevant and effective advice.
Qualifications & Experience
✅ Minimum of 5 years' experience in wealth management or financial planning.
✅ Bachelor's degree in Finance, Economics, or a related field.
✅ Professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).
✅ Exceptional interpersonal and communication skills with a strong ability to build and maintain client relationships.
✅ Familiarity with financial planning software and other industry-related tools.
Preferred Qualifications
✔️ Master's degree in Finance or a related field.
✔️ Experience in a client-facing role within a wealth management firm.
✔️ In-depth knowledge of tax laws related to investments and personal finance.
✔️ Proven success in business development and expanding client portfolios.
✔️ Experience managing high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Why Join CWP?
Industry-Leading Firm: Backed by a strong reputation and experienced leadership.
Comprehensive Support: Access to cutting-edge tools, mentorship, and in-house marketing resources.
Unlimited Growth Potential: Competitive compensation structure with commission-based earnings, bonuses, and transition support.
Work-Life Balance: Enjoy a flexible work environment while making a meaningful impact in clients' lives.
If you're a results-driven professional looking to take your career to the next level, CWP is the place for you. Join our team and help clients build a secure and prosperous financial future!
Investment Banking Associate
Finance Advisor Job 5 miles from Stamford
Seeking three
experienced
investment banking associates* for full-time in person position at highly-successful boutique investment banking firm in expansion mode in Greenwich, Connecticut. The firm specializes in asset finance for corporate clients with >$40 billion in annual revenue and has recently expanded into renewable energy.
Min. of 3
-years
of customer facing investment banking or buy-side analyst experience
w
i
th significant involvement in sales/origination role
. Must be hard-working, self-motivated, eager to engage with customers and ready for a high-pressure environment, as the firm structures and places financing for high-value assets for ultra-large corporate clients (no individual or retail customers). The firm also has an asset management business with a focus on sustainable aviation fuel; given our size, all staff are involved in all activities.
Ideal candidate is currently an associate at an investment bank or buy-side analyst experience with significant involvement in sales/origination role. You will have (or obtain) the following licenses: SIE, 7, 66 and 79.
*Two already hired.
Financial Advisor
Finance Advisor Job 27 miles from Stamford
We are seeking a highly motivated and experienced Financial Advisor to join our team and specialize in retirement planning. The ideal candidate will have a strong understanding of financial planning principles, investment strategies, and retirement planning products. The role will involve providing comprehensive financial advice to clients, building strong client relationships, and achieving sales goals. This role requires a strategic thinker who can assess each client's unique financial situation, goals, and risk tolerance, crafting tailored retirement plans that align with their aspirations. The ideal candidate will be highly motivated, results-oriented, and possess excellent organizational skills. Join our dynamic financial team with leads provided (no cold calling), full training, and a salary + commission structure.
ABOUT THE COMPANY
Our mission is to develop and implement a strategy for our clients to achieve their financial goals by investing and preserving wealth. We have a staff of dedicated team players who work well together and are willing to do whatever it takes to reach our goals and vision.
OBJECTIVES
Actively seek and acquire new clients through networking, referrals, and marketing initiatives. Leverage a steady stream of pre-qualified leads provided by the company (no cold calling involved).
Build strong, long-lasting relationships with clients based on trust and expertise.
Develop personalized financial plans tailored to clients' specific needs and goals, including retirement planning, investment strategies, and estate planning.
Implement effective investment and wealth management strategies to maximize asset growth while protecting clients' portfolios from market volatility, ensuring sustainable income throughout retirement.
Manage client portfolios effectively, selecting appropriate investments and monitoring performance.
Ensure adherence to all relevant regulations and industry standards.
Assess and manage client risk tolerance and develop strategies to mitigate risk.
Utilize CRM software to manage leads, appointments, and client information.
Stay up-to-date on industry trends, regulations, and investment strategies through ongoing professional development.
Work collaboratively with other team members to provide comprehensive financial solutions.
Meet daily KPI's and monthly/quarterly Sales Targets
Develop a comprehensive understanding of the products or services offered to articulate value propositions effectively
Receive comprehensive training on financial planning, investment strategies, and sales techniques.
COMPETENCIES
Strong communication, negotiation, and interpersonal skills.
Ability to analyze complex financial data and make informed recommendations.
Strong understanding of investment products, strategies, and risk management.
Expertise in retirement planning, including Social Security, pension planning, and retirement income strategies.
Understanding of insurance products, such as life insurance and long-term care insurance.
Ability to work independently and collaboratively with internal and external stakeholders
Proficiency with CRM software, Google Suite, Microsoft Office Suite, and other related technology
Attendance/Punctuality - Is consistently at work and on time; ensure work responsibilities are covered when absent; arrive at meetings and appointments on time
Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions
Demonstrates persistence and overcomes obstacles; measures self against standard of excellence
Prioritize and plan work activities; use time efficiently; set goals and objectives; organize or schedule other people and their tasks
EDUCATION AND EXPERIENCE
2+ years of experience in Financial Planning or other related experience is highly preferred.
Health and Life Insurance Lic mandatory - Investment License a plus
PHYSICAL REQUIREMENTS
Prolonged periods of time sitting at a desk or computer.
COMMITMENT TO DIVERSITY
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Strategies for Wealth Management recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.
If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to **************************** Already a candidate? Please connect directly with your recruiter to discuss this opportunity.
Investor Relations Associate - Private Equity Fund in Stamford CT
Finance Advisor Job In Stamford, CT
Our client, a private equity fund in Stamford CT, is looking to add a Senior Associate to their Investor Relations team. This person will be responsible for RFP, DDQ, and general investor relations work across the firm.
Investment Banking Associate
Finance Advisor Job In Stamford, CT
Bank Street is seeking a highly skilled and experienced Associate to join our growing team of investment banking professionals, offering an opportunity to gain significant live transaction experience with a leading, industry-focused investment banking team.
About us
Bank Street is an independent boutique investment bank specializing in mergers & acquisitions and capital markets advisory services specifically focused on the Communications Infrastructure and Services (CIS) sector.
In Mergers and Acquisitions, Bank Street assists clients on strategic transactions on both the buy-side and the sell-side as well as transactions in Bankruptcy representing a Debtor in Possession.
In the Financial Sponsors arena, Bank Street provides solutions to leading private equity investors (primarily leveraged buyout firms) and their portfolio companies.
In Debt Capital Markets, Bank Street helps clients raise capital in the debt markets and advises them on debt-related opportunities and capital structuring. Products include private placements, structured finance and syndicated finance.
Job Responsibilities
Lead financial statement analysis and modeling exercises related to prospective or ongoing transactions involving M&A and capital raising mandates
Lead the work effort for creation of high-quality marketing materials used for transaction processes
Due diligence immersion and documentation management in the context of a transaction
Extensive industry research in the CIS sector
Extensive and effective communication with senior management and industry professionals through transaction processes
Required Qualifications, Capabilities, And Skills
A well-rounded academic background with strong accounting, finance, quantitative and business writing skills.
2-4 years prior work experience in an investment banking, or related, role.
Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business.
Familiarity with the CIS sector through professional experience or otherwise is preferred.
Location
Stamford, CT
Senior Investor Relations Operations
Finance Advisor Job 5 miles from Stamford
Our client, a leader in the credit space, is looking for a Senior Investor Relations Operations professional to join their team. In this role, you will be responsible for handling a mix of customer service responsibilities related to investor onboarding, capital activity and more. As a member of the Investor Relations Operations team, a Client Service Associate regularly interacts with the Investor Relations/Business Development team, internal and external fund counsel, the funds' administrators, and members of the firm's operations and accounting teams. Specific responsibilities include:
Becoming an Investor Relations Operations subject matter expert on the firm's investor base and investor capital activity
Ownership of the capital activity process across various fund complexes and multiple funds-of-one including investor subscription, redemption, and transfer processes for our evergreen funds and multiple closings, capital calls and distributions for our commitment based funds
Participate in new fund launch working groups and scale team infrastructure to support new funds
Assist with cross-departmental projects such as process and efficiency improvements, CRM data migration initiatives, automation including sub doc software and framework to support and retain investor initiative
Requirements
5-9 years of experience at an alternative investment firm
Strong written and verbal communication skills
Financial Services Professional
Finance Advisor Job 15 miles from Stamford
As a Financial Services Professional, you will:
Build a client base by growing relationships with your network and providing guidance
Gain expertise through sponsored coursework and proprietary agent development training
Guide clients through important financial decisions using the latest software and our expansive product portfolio
Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Services Professional?
The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
Self-motivation to connect with company provided sales leads and network with new clients
Strong relationship building, communication, and time-management skills
A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP
Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
Financial Services Professional
Finance Advisor Job 15 miles from Stamford
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.
Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions
As a Bankers Life Financial Services Professional Expect To:
Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training.
Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives.
How Bankers Life will provide support:
Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent.
Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
Advancement Opportunities - Benefit-eligible management positions within local branch structure.
What makes a great Financial Services Professional?
Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity.
Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
Sociable - Strong relationship building and communication skills will bond you with clients and colleagues.
Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others.
The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!!
About us:
With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.
Compensation & Benefits:
Commission structure designed to grow with you
Renewable income and Bonus programs
Fully paid insurance licensing, SIE, Series 6, Series 63, CFP , and more
Retirement Savings Program
Note: Applicants must reside in the state of position to be considered.
Financial Planning Specialist/Financial Planner, CFP
Finance Advisor Job 20 miles from Stamford
Who We Are
JJ Burns & Company, LLC. is an independent, boutique firm that provides a full range of wealth management services while giving individual attention to every client, at the highest standards. The firm is comprised of a high performance, dynamic team of advisors and professionals responsible for providing high net worth individuals with comprehensive wealth management solutions. Our mission is to help clients plan and build the life they want through a process built on collaboration, communication, and trust.
Summary: The Financial Planning Specialist will collaborate with our Planning Team and Senior Advisors to develop customized Financial Plans. This role will play a vital part in our planning process to help our clients achieve their goals by analyzing cash flow, developing retirement projections, assessing risk management needs, coordinating their estate plan and other complex planning techniques. Additionally, the FPS will work with our Investment and Trading team to analyze and develop customized investment portfolios.
JJ Burns & Company is looking for an experienced candidate who is highly motivated, has a strong attention to detail, good written and verbal communication skills, and can work independently.
Primary Responsibilities:
Analyze client data to assess financial planning gaps
Develop customized and comprehensive financial plans
Consult with Advisors and planners on complex financial planning scenarios
Conduct training for planners and Advisors on financial planning topics and changes to legislature
Knowledge, Skills, and Core Strengths:
Strong interpersonal, writing, and analytical skills with the ability to present
Highly motivated, takes initiative, and collaborative team player; strong desire to learn
Strong attention to detail and accuracy
Excellent organizational and time management skills
Comprehensive knowledge of topics related to financial planning
Ability to adapt quickly within an evolving firm and industry
Qualifications:
CFP certification required.
5+ Years experience
Experience with financial planning software preferred (eMoney, MoneyGuide Pro)
Benefits:
Competitive salary and performance-based bonuses
Positive work environment
About Our Culture:
Our mission is to build authentic relationships with our clients, as well as our team. Joining our team means joining a supportive and collaborative work environment where your contributions are valued.
Please visit our website to learn more about who we are and our values.
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Investment Analyst
Finance Advisor Job 5 miles from Stamford
Our client, a $50mm AUM Hedge Fund in Greenwich, CT is seeking a Junior Investment Analyst.
Long/short absolute return focused hedge fund is looking to fill one analyst position working closely with its industry veteran, founder & Chief Investment Officer. Must have prior analyst experience in buy-side research, preferably at a hedge fund.
The ideal candidate has a solid academic background, went to a top university, and has 1-2 years of fundamental experience.
Responsibilities:
Conducting deep, fundamental securities analysis understanding business
Being the primary contact with companies under consideration - including prepping questions, scheduling & leading calls, and handling all follow-up
Formulating analysis & summarizing key analytical conclusions in investment memos from your research, co/industry calls, sell-side conferences, special events, etc
Attend and participate in weekly investment team research meetings
Present new long/short ideas to the CIO and Investment Team for consideration to be added to the portfolio
Monitoring existing portfolio companies - both news-flow, valuation, and financial modeling updates
Assist in the updating of internal screens and watchlists
Performing detailed risk analysis on investments & risk management on the Portfolio
Assisting in the general operation of the fund when required - including updating ideas in the marketing deck and helping write-up key investment ideas for the quarterly investor memo.