Finance Consultant Jobs in Avon, CT

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.

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.

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

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.

Actively interviewing upcoming May grads for the Springfield, MA AND Hartford, CT offices! FINANCIAL ADVISOR DEVELOPMENT PROGRAM (for those graduating this May) You will gain hands on and real-world experience as you begin on the career path of becoming a wealth management advisor. Through our personal and professional development training, you will not only learn how to build and maintain relationships within your community, but you will also have the opportunity to make an impact on the lives of others by helping them enjoy financially secure lives. The Development Program is geared towards students in their Senior or Graduate years of their degree and graduating May 2025! YOUR OPPORTUNITY: As a Wealth Management Associate in our Development Program, you will join our downtown Hartford, CT or downtown Springfield, MA team and have the opportunity to partner with experienced financial representatives, advisors, and professional office staff to help grow your personal practice. You will see the independent and entrepreneurial spirit that our financial representatives exhibit as you indulge in our innovative, supportive, and committed company culture. · Obtain Life, Accident, & Health License for the state of Connecticut (Financed by Northwestern Mutual) with opportunity to obtain SIE, Series 6, and 63 licenses. · Attend personal and professional training and development sessions · Build your own (daily) schedule to meet with prospects and clients at your convenience · Analyze, create, and implement a personalized strategy for your clients to achieve financial security YOUR SKILLS: · Strong academic performance and active involvement in clubs/organizations · Devoted work ethic · Previous work or internship experience · Ability to work both independently, as well as part of a team · Self-motivated, driven, goal-oriented · Sociable, outgoing, enjoys meeting new people · U.S. Citizen or permanent work authorization LOCATION: · Hartford, CT, United States · Springfield, MA, United States Work Authorization: · US work authorization is required

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

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

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)

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

Job Title: Financial Analyst HYBRID opportunity Position Type: Full Time/Permanent Position Recruiter Contact: Sal Fiorillo - Sal.Fiorillo@Roberthalf Reference: SF0013173782 WHY WE LIKE THIS ROLE / COMPANY: Excellent place to learn & grow for someone with an entrepreneurial spirit! They have a strong history along with an exciting future ahead Competitive base pay, strong annual bonuses and an 8% company contribution to retirement plan! Main Responsibilities: Implement sophisticated data mining strategies to perform quantitative analyses of financial and actuarial information, providing actionable insights to support business decisions. Oversee and enhance the functionality of financial databases within external platforms, ensuring seamless integration of varied data sources to elevate analytics. Create and improve financial forecasting frameworks Develop and deliver detailed financial reports and presentations tailored for senior executives, regulatory authorities, financial institutions, and credit rating agencies. Collaborate on the preparation of financial statements and management reports. Analyze potential mergers, acquisitions, and business growth opportunities, providing well-informed, data-backed recommendations. Execute specialized financial analyses as needed to aid senior leaders in making informed strategic decisions. Utilize a wide range of tools, including database management, automation and Power BI to streamline financial reporting and analysis processes Requirements: Bachelor's degree in Finance, Accounting, Actuarial Science, Economics, or a related field Pursuing or willing to pursue CFA, CPA, or advance degrees in business is highly preferred System savvy - Advanced experience with database management, automation and data visualization tools are required 3-5+ years of experience in finance within the insurance or financial service industry If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to the email listed above. All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.

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

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.

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

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

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.

Disney Entertainment & ESPN Technology On any given day at Disney Entertainment & ESPN Technology, we're reimagining ways to create magical viewing experiences for the world's most beloved stories while also transforming Disney's media business for the future. Whether that's evolving our streaming and digital products in new and immersive ways, powering worldwide advertising and distribution to maximize flexibility and efficiency, or delivering Disney's unmatched entertainment and sports content, every day is a moment to make a difference to partners and to hundreds of millions of people around the world. A few reasons why we think you'd love working for Disney Entertainment & ESPN Technology * Building the future of Disney's media business: DE&E Technologists are designing and building the infrastructure that will power Disney's media, advertising, and distribution businesses for years to come. * Reach & Scale: The products and platforms this group builds and operates delight millions of consumers every minute of every day - from Disney+ and Hulu, to ABC News and Entertainment, to ESPN and ESPN+, and much more. * Innovation: We develop and execute groundbreaking products and techniques that shape industry norms and enhance how audiences experience sports, entertainment & news. Business Operations is the glue of DE&E Technology, with a relentless focus on connecting all the pieces of the business. All the components that make up the organization - engineering, product, design, operations, support and more - come together and move the business forward with oversight, effective prioritization, and guidance. This team synthesizes information from across the business to ensure leaders are armed with all the necessary data before making strategic and financial decisions. From forecasting, funding, tracking, and reporting on projects, to ways of working, and resource management, Business Operations has visibility and input into all aspects of the team. The Portfolio Management group oversees DE&E Technology's portfolio strategy and processes for capital and expense. The Lead Portfolio Analyst is responsible for developing and maintaining projects for DE&E Technology's alignment to evolving business priorities and changing budgetary requirements. This role collaborates closely with Global Program Management (GPM), Strategic Planning, and Senior Business Leaders to maximize benefits for project reporting and consolidation. The Lead Portfolio Analyst reports to and receives direction from the Manager / Senior Manager, Portfolio Management. Essential Functions: * Participate in creating the Capital Portfolio of work and the Capital Budget * Work with stakeholders to collect, build, and validate Long Range Plan, Annual Budget, and Quarterly Forecast information * Coordinate with GPM to capture all resource allocations per project * Perform evaluations and analysis of the active portfolio to ensure consistent alignment with business goals and budgets. Proactively identify financial trends, recommend adjustments, and signal potential issues as necessary to stay on budget * Communicate regularly with Accounting and Finance departments in the tracking, reporting and analysis of budgets and forecasts * Generate detailed project reports for stakeholders as needed, and ensure completeness, accuracy, and timeliness of data * Develop and maintain the project approval process * Maintain and govern the list of Technology programs reflecting performance of projects within the portfolio * Process new work requests and ensure work is prioritized based on business need, budget, and resource availability * Provide support to DE&E Technology Functional Group(s) * Perform monthly resource allocations from expense to capital * Perform monthly capital accruals * Review the procurement of goods and services to ensure alignment with Disney policies and confirm they are within budget * Assist the Fixed Assets team in the capitalization of assets and confirm all relevant details with project leads * Periodic special projects * Proactive resolution of issues related to the portfolio of work and/or the budget * Escalation of issues as appropriate * Regular communications with Portfolio Management team, peers, and DE&E Technology managers * Assure compliance with tax, legal, asset accounting and TWDC policies and procedures Required Qualifications: BS in Business or related field. Strong organizational, interpersonal and communication skills. Strong analytical skills, including expertise in Microsoft Excel as well as other MS Office programs. Thorough understanding and experience with Portfolio Management and Project Accounting concepts and practices. Familiarity with corporate accounting software such as SAP, and presentation software such as Keynote is a plus. Minimum 7+ years' experience. About Disney Entertainment: At Disney Corporate you can see how the businesses behind the Company's powerful brands come together to create the most innovative, far-reaching and admired entertainment company in the world. As a member of a corporate team, you'll work with world-class leaders driving the strategies that keep The Walt Disney Company at the leading edge of entertainment. See and be seen by other innovative thinkers as you enable the greatest storytellers in the world to create memories for millions of families around the globe. About The Walt Disney Company: The Walt Disney Company, together with its subsidiaries and affiliates, is a leading diversified international family entertainment and media enterprise that includes three core business segments: Disney Entertainment, ESPN, and Disney Experiences. From humble beginnings as a cartoon studio in the 1920s to its preeminent name in the entertainment industry today, Disney proudly continues its legacy of creating world-class stories and experiences for every member of the family. Disney's stories, characters and experiences reach consumers and guests from every corner of the globe. With operations in more than 40 countries, our employees and cast members work together to create entertainment experiences that are both universally and locally cherished. This position is with Disney Streaming Technology LLC, which is part of a business we call Disney Entertainment. Disney Streaming Technology LLC is an equal opportunity employer. Applicants will receive consideration for employment without regard to race, religion, color, sex, sexual orientation, gender, gender identity, gender expression, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information or disability, or any other basis prohibited by federal, state or local law. Disney champions a business environment where ideas and decisions from all people help us grow, innovate, create the best stories and be relevant in a constantly evolving world. Apply Now Apply Later Current Employees Apply via My Disney Career Explore Location

RCN Capital - Elite Commercial Servicing - is seeking an Investor Relations Specialist to join our Loan Servicing team. The Investor Relations Specialist will monitor day-to-day operations and manage workflow to meet Investor expectations. The Investor Relations Specialist will also respond to investor requests for information, as well as manage investor and borrower transaction execution. Additional responsibilities include ensuring investor reports are presented timely and accurately, preparing, reconciling and validating remittance for all lender and investor partners, in addition to posting all incoming payoffs and borrower payments. Ideal candidates will possess excellent communication skills, attention to detail, and ability to work with numbers relating to billing, collections, and reporting Primary Responsibilities: Apply borrower payments to system of record Process loan payoffs Default Payoffs and Reinstatements: Review and apply funds for all default payoffs and reinstatements in order to reconcile in a timely manner with our investors. Processing payments via ACH Prepare weekly and monthly investor remittances Process banking wires daily Interact directly with investors and capital partners as well as internal team members Assist Billing & Collections with customer inquiries related to payments. Other duties as assigned Requirements: Associate's degree or equivalent experience in Business, Finance, Real Estate, or related field Minimum of 2-3 years of experience in cash application experience. Loan servicing experience preferred Outstanding organizational skills Ability to research and resolve problems Must possess good active listening and verbal communication skills Proficient in Microsoft, Outlook and must possess intermediate Excel skills. Exceptional customer service skills Able to work in a fast-paced environment with superior time management ability Superior written and verbal communication skills Schedule: Full time M-F, 9AM-6PM Hybrid work model We Offer: Competitive benefits including employer-sponsored medical, dental, vision, among other programs 401K with employer match Free food and beverage program Free onsite gym and laundry Many other perks

Who You'll Work With As a modern technology company, our Slalom Technologists are disrupting the market and bringing to life the art of the possible for our clients. We have passion for building strategies, solutions, and creative products to help our clients solve their most complex and interesting business problems. We surround our technologists with interesting challenges, innovative minds, and emerging technologies. Slalom Workday Consultants work in partnership with our clients to ensure maximum value out of their Workday investment. Workday consultants serve as subject matter experts in a variety of strategic and high-impact projects, guiding clients from strategic planning to implementation and sustainment. You will also support Workday customers at every stage of the lifecycle including early strategy and selection, implementation, and ensuring continued success after go-live. Our Workday Advisory capability partners with our clients to deliver Workday strategy and readiness, implementation support, and optimization and road mapping. What You'll Do * Work with clients to understand strategic objectives related to Workday Financials including requirements gathering, business process and functional design, data strategy tailored to our clients unique needs * Implement initiatives related to the client overall Finance Transformation objectives * Support client in all the phases of the implementation including phase 0 readiness activities, health check assessments, phase 1 and X deployments * Lead process re-design efforts by guiding clients to define outcomes and work backward to define the process and cross-functional touchpoints * Support clients in post-production assessment and enhancement opportunities * Support clients in delivering Workday Fins training to end users * Collaborate across Slalom practices and offices to deliver a holistic and coordinated solution * Act as a client advocate and trusted advisor * Regional travel opportunities * Location is flexible within the US What You'll Bring * 3+ years of hands-on Workday Financials functional implementation experience * Workday Financials certification in at least 1 area (Record to Report, Order to Cash, Purchase to Pay) * Strong understanding of Workday Methodology * Proven ability to influence a wide variety of audiences - technical and business clients, Finance functions, and all levels of employees * Proven ability to see around corners thinking about both the big picture and individual needs * Excellent written and oral communications skills Preferred Qualifications * Proficiency with multiple Finance Business Processes * Workday Financials Reporting experience a plus * Experience leading teams and managing resources About Us Slalom is a purpose-led, global business and technology consulting company. From strategy to implementation, our approach is fiercely human. In six countries and 43 markets, we deeply understand our customers-and their customers-to deliver practical, end-to-end solutions that drive meaningful impact. Backed by close partnerships with over 400 leading technology providers, our 13,000+ strong team helps people and organizations dream bigger, move faster, and build better tomorrows for all. We're honored to be consistently recognized as a great place to work, including being one of Fortune's 100 Best Companies to Work For seven years running. Learn more at slalom.com. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. For this position at the Senior Consultant level the base salary pay range is $110,000 to $203,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. EEO and Accommodations Slalom is an equal opportunity employer and is committed to inclusion, diversity, and equity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process. We will accept applications until May 31, 2025. #LI-AK1

Job Type: Commission, Full Time 40 Hours Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion's service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourage teamwork and promotes inclusion by working with a variety of people. As a Financial Advisor, you are responsible for: Providing businesses and individuals with sound advice regarding their financial planning and investments. Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. Responsibilities: Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering client questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting clients' financial goals. Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients. Implementing financial plans or referring clients to professionals who can help them. Managing and updating client portfolios. Contacting clients regularly to discover changes in their financial status. Building and maintaining your client base. Partnering with Retail and Commercial bank as necessary to develop and grow additional clientele. Education and Qualifications: Bachelor's degree in business, finance, or related field preferred. 3+ years of sales experience. Must have current FINRA Series 6 and 63 Securities Registration (FINRA Series 7 / 66 or 65 preferred). Life and health license. Valid driver's license. Knowledge of mutual funds, securities, and insurance industries. Proficient in Word, Excel, Outlook, and PowerPoint. Comfortable using a computer for various tasks. Experience providing quality financial advice. Have knowledge of working in a bank-based environment, partnering with employees to expand our client's full financial relationship. Maintain all necessary bank and investment assigned compliance courses. Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program Paid Time Off 12 Paid Holidays Job Shadowing Volunteer Opportunities Ion Bank 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, disability status, or veteran status.