Finance Advisor Jobs in Wethersfield, CT

Livictus Financial Services has a new and exciting opportunity for an established Financial Advisor. If you are looking to grow your practice to the next level, we have the values, culture and resources to help you achieve your professional goals. We welcome a diverse pool of applicants and urge you to apply to learn more about what we have to offer and to see if this might be an attractive fit. Livictus Philosophy to Financial Planning Livictus Financial Services serves both individuals and small business owners. We believe strongly in comprehensive financial planning for clients - every client deserves a financial plan. From the plan, customized and collaborative strategies to help clients achieve their respective goals are implemented and monitored over time. Strategies include wealth management, retirement income planning, risk minimization through insurance (life, LTC, health and disability), estate planning and legacy planning. Along the way, establishing and maintaining strong relationships is critical. Office Culture Our office is high energy and always team focused. We are welcoming, respectful and inclusive. We are always committed to doing what is in the best interest of the client. Our advisors are collegial and collaborative, and our staff are closer to business partners than “task doers.” As the Owner of this firm, my door is always open to the staff and advisors. Livictus Financial Services Can Offer the Candidate: Freedom to run their own practice/book of business. Equity ownership in their book of business. Access to multiple sources of agency leads to supplement the growth initiatives of your own. Agency Leads include over 1,500 leads from the existing book of life insurance, cross-selling property & casualty clients, existing investment clients and access to the 403(b) market through Lincoln Investment. Access to a dedicated staff (2 members) to support you and your practice's growth. Potential for a long-range succession plan towards agency ownership. Access to leading industry software through Lincoln Investment. Leadership, guidance, and support from the Owner, as well as interaction with experienced financial advisors on the Livictus Advisory Team. The qualified individual will: Display the ability to be a self-starter/entrepreneur. Understand that our core value lies in developing meaningful professional client relationships based on honesty, trust and mutual respect. Continue to develop their own clientele through marketing and prospecting. Possess excellent communications skills to maintain strong relationships with clients, staff, and professional colleagues. Possess 5+ years of financial services experience, with a transferable book of business of at least $8M - $10M. Guide and service existing and new clients with all aspects of their financial needs Desired Skills and Experience 5+ years of financial services experience preferred Bachelor's degree or equivalent experience in business, finance, sales, marketing or related field 5 years of professional experience in Business Development, Management, Sales, Legal, Accounting, Education, Military, Finance or other business Ability to build and manage client relationships Excellent written, oral and presentation skills Series 6 or 7, and 65 or 66 registrations. State insurance license required. Series 24 and CFP certification preferred, but not required.

In partnership with a prestigious boutique wealth management firm in Westborough, MA, we are seeking a talented Certified Financial Planner (CFP) to join their expanding team. With over $3 billion in assets under management, this well-established firm provides high-net-worth clients with a personalized approach to wealth management. Known for its strong team-oriented culture, they emphasize long-term career growth, flexibility, and community engagement. They're now looking to bring on a driven and dedicated CFP who shares their commitment to excellence. Position: Financial Planner Responsibilities: Collaborate with the financial planning team to organize and prepare customized, complex financial plans for high-net-worth clients. Engage with current and prospective clients to gather, organize, and analyze financial data, providing insightful recommendations. Monitor and adjust client plans regularly, identifying new service opportunities and enhancing client satisfaction Requirements: Experience: Minimum of 5-7 years in financial planning or advisory roles, ideally with experience working with affluent clients. Skills: Outstanding communication abilities, both verbal and written, and a high degree of professional integrity. Mindset: Driven, team-oriented, and willing to contribute to a supportive and collaborative culture. Compensation and Benefits: Salary: $80,000 - $140,000 based on experience, with opportunities for performance-based growth. Additional Benefits: Comprehensive healthcare (company covers 75%+ of premium), 401(k) with 3% profit sharing, 18 days of PTO, cell phone reimbursement, and more. Why Join This Firm? Boutique Atmosphere: Enjoy the close-knit environment of a small firm where every team member is valued and supported. Flexibility and Balance: This role allows for flexible scheduling after an initial period, with an office culture that respects work-life balance. Community Focus: Engage in meaningful community service with organizations like Worcester County Food Bank, March of Dimes, and American Cancer Society, supporting the local community alongside colleagues.

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.

Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life financial products and market trends Develop yourself with our award-winning training and mentorship network Present clients with financial solutions and drive them to action Take ownership of your business and build a team The ideal candidate will have: Active Life & Health license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our support High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services, or client-facing roles Excellent time-management skills Desire for continuous learning What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, Series 65, CFP Award-winning 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: ********************************

******************************************* Join our growing team at Northwestern Mutual of Hartford. Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business, finance, and entrepreneurism. Financial Advisors provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. They strive to understand their clients' goals and dreams in order to develop comprehensive financial solutions that will help their clients reach financial success. Financial Advisors are given the flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities. Desired Skills and Experience 4-year College Degree Prior financial services experience not needed-- extensive training provided 2 years of Managerial or Executive experience preferred We want people with different backgrounds and work experience, including but not limited to: Financial management, insurance, and financial services Executive leadership Community influencers Former athletes Military background Candidate must be an accomplished communicator with strong verbal and written skills Prior sales and/or business experience preferred Additionally, Northwestern Mutual is committed to offering its Financial Advisors a comprehensive compensation and benefits program which includes: Exceptional Income Potential Leadership Opportunities Sponsorship of Licensing/Credentialing SIE Series6 or Series7 Life & Health Insurance License Development Stipends Expense Allowance Comprehensive Medical Coverage Retirement Package; Pension Plan Group Life and Disability Income Insurance As a financial representative, a typical day may include: Digging deep with clients and prospects to help formulate financial strategies Developing tailored solutions for each client Training and coaching from people who know their stuff, who are experts in management, and executives in the financial field Managerial team meetings to set goals Making calls to prospective clients Northwestern Mutual has always received the highest possible financial strength ratings from the four major ratings agencies: · A.M. Best: A++ · Fitch Ratings: AAA · Moody's Investors Service: Aaa · Standard & Poor's: AA+ At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living' and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American's citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies[i], Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success. Additionally, the FORTUNE 500 ranking is among the most recognized measure of financial success. Being #90 in 2021 affirms that Northwestern Mutual is among America's premier companies. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI and its subsidiaries. Financial representatives are independent contractors.' ' Benefit Conditions: Only full-time employees eligible Commission: Yes Paid Training: Yes Management: Team Lead Typical end time: 5PM Typical start time: 8AM Work Remotely No This Job Is Ideal for Someone Who Is: Achievement-oriented -- enjoys taking on challenges, even if they might fail People-oriented -- enjoys interacting with people and working on group projects Autonomous/Independent -- enjoys working with little direction Job Type: Full-time Pay: $60,000.00 - $110,000.00 per year Benefits: 401(k) Dental insurance Flexible schedule Health insurance Life insurance Retirement plan Vision insurance Education: Bachelor's (Preferred) Work Location: Hartford, Connecticut

Never have to prospect again! Are you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Do you want to have the opportunity to meet one-on-one with prospects that are generated from our marketing activities, which include workshops, TV, podcast, and digital marketing? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing financial planning and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add an Advisor to our Team! We market in multiple channels and actually put appointments on your calendar. We also have existing house accounts that you can develop a relationship with and get paid to do it. This position is based in our Wethersfield, CT office and the candidate must be able to travel some weekdays to our other Connecticut neighborhood offices to meet with clients for their convenience. Requirements · College degree preferred · Series 65 or Series 7 & 66 Required, CFP designation a plus · 2+ years of financial services experience with an emphasis on sales · Excellent communications skills; both verbal and written · Ability to work in a fast-paced, evolving environment Position Responsibilities · You will meet one on one with prospects and work with them through the onboarding process. • Prepare, present and implement customized financial plans involving • Assist clients with investments focused on retirement planning • Develop, manage and retain strong client relationships

Our Service Advisors manage a portfolio of client relationships, leading client meetings, the financial plan manufacture process, and ongoing maintenance. The Service Advisor works closely with the Managing Partners, ensuring a smooth hand-off when onboarding new clients, establishing a trusting relationship and delivering a phenomenal experience. This is a client-facing role, responsible for serving our existing practice's clients. By providing day-to-day client management, financial plan implementation support, recommendations, meeting review and proactive service, this position plays a key part in client retention while seeking to uncover new opportunities within the existing client base. THIS IS A NON SALES ROLE. Essential functions and responsibilities of the position: Relationship Building • Coordinates the overall client engagement, financial plan manufacture process, and client communications. • Leads client meetings, documents decisions and action items, and coordinates follow up with other staff and clients to ensure deadlines and quality control standards are met. • Investigates potential implementation strategies, insurance products, investment products, or other elements for inclusion in financial plans; presents analysis and recommendations to Managing Partners. • Works closely with internal and external wholesaling and strategic partners as well as centers of influence. Financial Planning • Oversees the plan manufacture process from start to finish, working within eMoney and other proprietary systems. • Coordinates plan manufacture activities with the Lincoln National Planning Institute for more complex plans, as needed. • Ensures information and strategies are communicated to Managing Partners and team members as needed. • Coordinates implementation of the plan with the team to ensure insurance/risk management and investment recommendations are executed in a timely manner. • Regularly reviews client performance against the plan. • Works with the Practice Administrative Assistant to oversee billing and execution of financial planning contracts. • Maintains internal investment models; reviews practice-specific investment offerings. • Works with Service Coordinators to ensure client accounts are linked in eMoney, basic facts are up to date and client documents are archived in the Vault. • Enters Data and Advanced Facts in eMoney and confirms ongoing accuracy. • Troubleshoots account connections, as needed. • Creates and manages the practice's eMoney templates/reports. Operations • Prepares materials for client meetings, including the agenda, review of financial plans and programs, investment observations and recommendations, required data, and presentations. • Works with Service Coordinators to create/request investment and insurance paperwork necessary for client. • Produces client recommendations, strategies, cash flow plans, road maps, and proposals along with Managing Partners. • Collaborates with team members to assist where necessary. Client Service • Provides exceptional customer service (proactive and reactive) within our service standards by email, phone, and written correspondence. • Stays current with market updates, industry trends, products and solutions, platforms and managers. • When necessary, places trades and rebalances accounts. • Works with Service Coordinators to ensure all appropriate product training, state licensing, carrier appointments, CE, etc. is completed. • Maintains the Redtail CRM database. • Creates and updates Redtail Activities for tracking tasks. • Adheres to the practice's electronic file retention process. • Looks to create/implement new processes where necessary. • Updates internal processes relating to the Service Advisor position. • Maintains up-to-date working knowledge of technology utilized in role (ex. eMoney, AdvicePay, Redtail CRM) and learns new technology to support the practice, as needed. • Participates in team meetings. • Performs additional duties as assigned. Education, experience, knowledge, skills, and other requirements: Required Education and Experience • Bachelor's degree in business, finance or related field, or equivalent additional experience • At least five years of experience in wealth management/financial planning as client-facing lead advisor • Series 7, Series 63 and 65, or Series 66 registered and insurance licensed; CFP required • Expertise in investment management Required Knowledge, Skills, and Abilities • Proficiency in Microsoft Word, OneNote, Excel, PowerPoint, and Outlook • Experience in Redtail CRM and eMoney is preferred • Extraordinary customer service; genuine interest in caring for clients • Professional oral and written communication skills • Strong math, basic accounting, research, and analysis skills • Efficient, process oriented, looks for ways to improve the practice • Ability to multi-task, prioritize, and manage time effectively • Pragmatic problem solver • Goal oriented, self-motivated, and results driven • Ability to work independently and as part of a small, collaborative team • Readiness to roll with changes and pitch in to do what needs to be done

Financial Advisor - Centralized, West Hartford, CTWest Hartford, United States of America The Financial Advisor - Centralized is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a centralized market with the expectation of leading client interaction virtually first, however, also has the ability to meet in person if directed by the client. Essential Functions/Responsibilities: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Works pre-developed lead lists to generate business and identify new customer prospects. Achieves and exceeds both individual and branch related sales and revenue goals as defined on a quarterly basis. Maintains compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products. When appropriate, provides leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans. Attends and actively participates in sales meetings, training initiatives, and planning sessions related to the development and growth of the program. Develops and executes quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services. Maintains records, master operational procedures, and provide sales and activity reports per management's request in a timely and efficient manner. Creates strong internal and external relationships in an effort to develop referral sources and meet appointment objectives. Maintains required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. Provides active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory. Holds frequent client appointments, seminars and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience in Finance, Economics, Management Information Systems, Statistics or equivalent field (Required) Master's Degree in Finance, Economics, Management Information Systems, Statistics or equivalent field (Preferred) 5+ years of work experience providing investment guidance and advice to clients. Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards. Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required. Skills and Abilities: Very strong interpersonal communication skills, complemented by both excellent verbal and written communication. Superior knowledge of financial analysis, risk evaluation, loan documentation Motivating, developing, and directing people as they work, identifying the best people for the job. Strong relationship management and negotiation skills via a phone channel Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Attention to detail, being careful about detail and thorough in completing work tasks. Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job. Demonstrated proficiency with Microsoft Office applications. Diversity & EEO Statements: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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 law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. Primary Location: West Hartford, CT, West Hartford Other Locations: Connecticut-West Hartford Organization: Santander Bank N.A. Salary: $56,250 - $102,500/year

Mariner Advisor Network is recruiting for a Financial Advisor to join Gilbert and Timme, LLC in Chester, CT. Gilbert and Timme, LLC is an independent financial advisor firm that always puts clients first by helping them make smart financial decisions as they create the life and legacy they want. Mariner Advisor Network serves as a strategic partner to Gilbert and Timme, LLC. The Financial Advisor role is a full-time position and a great opportunity to join a team committed to creating an inclusive environment where everyone feels welcome and empowered to succeed. The ideal Financial Advisor will bring a minimum of four years of financial industry experience, hold a Series 7 license and be a trusted partner for clients, ensuring their needs are met with care, integrity, and professionalism. Position will be a hybrid role, but as a key part pf a small team, the successful applicant will be expected to come into the Chester, CT office most days of the week. Position Overview As a Financial Advisor, your focus will be on providing outstanding support to our clients, guiding them through solutions, and maintaining their trust in our services. It is an opportunity to connect with clients, understand their needs, and offer tailored solutions. Key Responsibilities Act as the primary point of contact for clients, ensuring they have a seamless and professional experience. Understand client needs and provide thoughtful, clear, and accurate solutions. Communicate effectively with internal teams to coordinate and fulfill client requests. Provide clients with accurate information on services, policies, and updates. Stay up to date with industry trends and regulations to better assist clients. Maintain accurate and organized client records and documentation. Proactively follow up with clients to resolve issues promptly. Qualifications A minimum of two (2) years of financial industry experience. This will include some financial planning experience. 4-year Degree and Series 7 License are required. Additional designations (e.g., CFP , or other relevant certifications) are a plus. A client-first mindset with a passion for providing excellent service. Strong communication and interpersonal skills, with the ability to build trust and rapport. Exceptional organizational skills and attention to detail. Ability to manage multiple tasks and adapt in a dynamic environment. Previous experience in a client-facing role is preferred, but a commitment to service and problem-solving is most important. Gilbert and Timme, LLC offers comprehensive training and resources to help you excel in your role. They also offer excellent career growth opportunities and a competitive compensation and benefit package. EOE M/F/D/V

Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link ************************************************************ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength.6 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the help we've provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8 * The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 6. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. 7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. 8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

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: ********************************

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Project Info: Day to day will help with budget, forecast, financial reporting and tax filing 5 years exp minimum in accounting/finance Lots of financial analysis, variance, trends, month end close Good attention to detail IT Finance a plus helps with their budgets Job Description The consultant role is for an experienced Senior Financial Analyst to support members of the Budget team with timely and accurate preparation of detailed budgets/forecasts and financial reporting for both internal and external audiences, including but not limited to senior management and board of directors. Assist in the preparation of the annual 990 tax filing requirements with the IRS and Massachusetts, and other ancillary functions within the department such as processing budget uploads, performing system queries, driving system reporting enhancements, automating manual processes, performing financial software testing.

Must be authorized to work in the U.S. The Financial Analyst will work closely with the FP&A Managers within a team of analysts to produce business analytics, financial reporting, budgets and long-term business plans. This position will play an active role in the design of key charts, reports, scorecards, dashboards, KPI and metrics and in the production of presentations to C-level executives and Regional Vice Presidents. Job Overview: The Financial Analyst will provide support and guidance for over 3500 operating locations during semi-annual forecast processes. This role offers an opportunity to provide critical business insights that drive executive decision-making and company profitability. Responsibilities: Business & Financial Analytics Produce board, partner, and regional VP meeting financial presentations Assist FP&A Managers in budgeting and business performance management Develop and maintain accurate and concise reports, dashboards, and budget data entry forms Collaborate with departments and implement new processes Respond to requests from business partners looking for insight and assistance including producing reports, reconciliations, presentations, charts, and graphs. Serve as a key data administrator by inputting and maintaining data, emphasizing accuracy to enable comprehensive analyses and report generation Input and maintain key location data for comprehensive analyses Serve as key data administrator, emphasizing data field accuracy Budgeting Responsibilities Build relationships with assigned regional teams Train and support users during semi-annual forecast and budgeting exercises Thoroughly review regional budgets, analyzing: Location P&L's Revenue reports OPEX and CAPEX Managed location revenue streams and costs Historical and forecasted ratios Comparison to long-term business plan Flag and investigate budget items deviating from historical expectations Lead preliminary review meetings with regions Develop budget review charts and presentations for CFO and executives Qualifications: Bachelor's degree in finance or accounting 3-5 years of financial reporting and analysis experience preferred Highly proficient in MS Office (including advanced Excel skills and PowerPoint) Familiarity with FP&A software Proficiency in SQL, Tagetik, Business Central, and/or Microsoft Power BI is a plus Skills: Collaborative team player willing to support colleagues Embodies LAZ values: trust, respect, honesty, integrity Trustworthy with confidential information Quick learner of new processes and applications Self-starter with strong problem-solving skills Excellent at prioritizing tasks in fast-paced environment Strong communication skills across all company levels Ability to articulate complex concepts succinctly Detail-oriented and analytically skilled Proactive, patient, and persevering Physical Demands: Ability to lift, push and pull at least 10lbs. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with qualified disabilities to perform the essential duties/functions. FLSA Status: Exempt LAZ Parking is an equal opportunity employer. In all our employment practices, including hiring, we are firmly committed to provide equal employment opportunity (EEO) to all persons, regardless of race, color, religion, sex, national origin, disability, age, genetics, Vietnam era, special disabled, recently separated and other protected veterans, or any other characteristic protected by federal, state or local law. No question in our application process is used for the process of limiting or excluding any applicant's consideration for employment on such grounds. This Employer participates in E-Verify.

The temporary person will be working in Accounts Payable Invoice Booking covering for the resignation of the employee as well as PTO during summer peak workload. Primary responsibility is assisting with processing vendor related invoices in SAP with accuracy and efficiency. Ability to review the invoice and purchase order data, ensuring accuracy and efficiency while following departmental procedures. The information related to all tasks will be delivered in a timely manner. Experience in understanding accounts payable processes and Administrative control procedures, especially in areas related to accounts payable. Experience with computers and working in an Office environment. Skills: Must have Accounts Payable & Office Experience Excellent interpersonal skills High accuracy and attention to detail Analytical competence and technical skills Interact professionally and effectively with all levels of staff Self-motivated and works independently Strong critical thinking & listening skills Education Associate's Degree - with a minimum of 3 years of relevant experience Contract Benefits: Medical, Vision, and Dental Insurance Plans 401k Retirement Fund About The Company: Our client is a leading sustainable energy company with a footprint in 24 states and $40 billion in assets. They serve 3.3 million electric and natural gas customers in the Northeast and have a diverse renewable energy portfolio. The company is committed to ethical business practices and has been named one of the World's Most Ethical Companies for three consecutive years. They are also a leader in the growing U.S. offshore wind industry and invest in charitable organizations in the communities they serve. About GTT GTT is a minority-owned staffing firm and a subsidiary of Chenega Corporation, a Native American-owned company in Alaska. As a Native American-owned, economically disadvantaged corporation, we highly value diverse and inclusive workplaces. Our clients are Fortune 500 banking, insurance, financial services, and technology companies, along with some of the nation's largest life sciences, biotech, utility, and retail companies across the US and Canada. We look forward to helping you land your next great career opportunity! 25-19610 #gttutility

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000, based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ************************************** . Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit **************************************. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit **************************************.

The Financial Advisor I is responsible for providing personalized financial advice and guidance to clients, helping them achieve their financial goals. The incumbent is responsible for assessing the clients' financial needs, developing comprehensive financial plans, and recommending appropriate wealth management solutions and services. The Financial Advisor I gain knowledge and experience under the direction of the manager and department leaders through job training, observation, and by obtaining licenses to assist members in determining their financial goals and objectives. Primary Responsibilities and Duties: Develop personalized financial plans based on clients' goals, risk tolerance, and planning time. Recommend suitable financial products and services, including investments, insurance, and retirement plans. Conduct regular review of clients' financial plans and adjustments and recommendations as necessary. Schedule and coordinate client meetings and follow-ups. Completes mutual fund trade tickets, places trades, and monitors for settlement. Processes paperwork for annuities, life products and processes license documentation. Responsible preparing client paperwork ensuring accuracy and completeness. Learns the different functions of each area of the Investment Services Department and the policies that impact compliance and service to members. Observe and assist Financial Advisor II and Financial Advisor III at various branch locations, welcoming members, answering phone inquiries, and meeting with members to discuss their financial situation to gain knowledge, experience on methods and procedures. Responsible for working with multiple brokerages, mutual fund, and insurance companies to ensure proper documentation of production and reviews, and accurate and timely processing of the pending drawer. Reviews fact finders and establish client files to meet compliance requirements, runs illustrations and assists in mutual fund performance research. Participates in marketing activities to increase awareness of Everwise Wealth Management including seminars, lobby days, business development, member referrals and telemarketing. Assumes additional responsibilities as necessary for the continued growth and advancement of Everwise. Knowledge/Skills: Basic understanding of wealth planning concepts and how they fit into wealth management solutions and principles. Strong familiarity with financial modeling and investment analysis tools Ability to analyze financial data and market trends Critical thinking and decision-making skills Strong verbal and written communication skills Energetic, self-motivated, positive attitude, and goal oriented. High degree of integrity and ethical conduct Ability to be flexible and adaptable. Proficiency in technology, including the ability to effectively use a variety of software programs and operating systems. Completes production and traffic reports accurately and on a timely basis. Minimum Requirements: High School Diploma or GED Previous financial advisory or wealth management work experience. Life insurance licenses required Series 7 or Series 6 (or Series 66 or Series 65) license required Bachelor's degree preferred Everwise is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Be part of a dynamic financial firm in CT as a Financial Advisor and play a key role in helping clients achieve their financial goals through personalized wealth management solutions. If you are a proactive, client-focused professional with a passion for financial planning, this opportunity is right for you! Location: Burlington/Torrington, CT (with potential for remote flexibility) Key Responsibilities: Build and manage your own book of business by actively seeking new client opportunities. Develop and present comprehensive financial plans and investment strategies tailored to clients' unique needs. Provide ongoing advice on financial planning and portfolio management. Collaborate with the team to ensure clients receive exceptional service and customized solutions. Why Work Here? The financial firm offers a team-oriented environment committed to excellence, integrity, and client success. It fosters professional and personal growth, offering mentorship and career advancement opportunities. You’ll be joining a firm dedicated to helping clients achieve financial well-being while growing your career within a supportive, collaborative setting.

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 passive income streams, etc.Clients include large broker-dealers, RIA Custodians, Independent RIAs, Banks, and Private Wealth Advisory firms across the U.S. Candidate Profile: Should have your own client portfolio that you manage. Minimum book of business $30-40m. Has not been recently terminated from another advisor role. Located in the United States. Is not encumbered by a non-compete or non-solicit. May be an independent looking for a better support structure. May want to work with a team that will allow for an exit strategy - a succession plan. May be a small group of advisors looking for marketing and operational support that will allow for more rapid growth. Whatever the situation, we likely can find you a home. The key is your ability to bring your existing clients with you.