Finance Consultant Jobs in North Branford, CT

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  • Head of Creative, Empower Personal Wealth

    Empower 4.3company rating

    Finance Consultant Job 44 miles from North Branford

    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As the Head of Creative for Empower Personal Wealth, you will operate as an Executive Creative Director and oversee the creative development efforts for all the direct to consumer (D2C), performance marketing creative, UX design, rollover, cross-over, organic social media and participant communications for the enterprise. You'll lead and direct the efforts of a team of creative directors, writers, and art directors on direct to consumer (D2C) efforts. Further, this executive creative leader partners closely with the creative teams that focus on the company's B2B efforts to establish and maintain a unified Empower brand. This highly visible role engages with senior executives throughout the company on a regular basis to present creative concepts for approval. In addition, this leader will build a pipeline of talent poised to meet the rapid expansion of creative content needs as Empower builds its stature in the marketplace as a storied retail brand.What you will do: Lead Empower's internal creative development by inspiring the team to develop compelling creative that entices end users in the D2C and B2B2C space to take the actions we want them to take Provide executive creative leadership on all performance marketing creative materials, which represents a significant part of our media buy. Develops a large variety of creative for testing and implementation for the broad spectrum of creative needs, including Direct Response (TV/video/radio/direct mail) and paid social Leverage appropriate measurement tools for each campaign so that creative is conceived with these tools in mind Provide creative leadership over the UX design of Empower.com and our on-line tool sets, ensuring our brand strategy is thoroughly integrated and articulated in all aspects of our website which is our primary communication and sales lead channel Play an active role in the management of the outside creative agency's efforts in our brand campaign work and ensure that the internal D2C creative aligns with that of the brand campaign Attract, retain and develop creative talent that constantly seeks ways to keep abreast of emerging trends in the creative arena such that we can more effectively connect and compel end users to consider Empower Uncover and compile best practices in creative development techniques to keep our approach to creative development current with the industry Lead the internal creative team from a goals and KPI perspective; conveying that good creative delivers desired results Maintain and update style guides to ensure branding standards throughout the Empower enterprise are consistent and up to date Manage the creative development process in partnership with the creative team leads and build a strong partnership with the internal agency team leaders who this leader will partner with to ensure excellence in creative product outcomes-these department leads include brand media specialists, social, video and traffic managers What you will bring: Bachelors Degree in Fine Arts or equivalent creative advertising background 15+ years advertising writing/art background required Depth of experience in digital creative development a must Prior experience as a creative director, now serving in an Executive Creative Director (or equivalent) role 5+ years of creative team management required Strong business to consumer and business to business creative background required Proven track record of developing successful ad campaigns in all formats (online/off-line/broadcast) What will set you apart: Experience working in a highly regulated environment a plus. Excellent communication skills and selling ability Able to work well under pressure and time constraints Strong detail-orientation and solid organizational skills Collaborative, with a team-oriented approach ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** #PJMK ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $183,300.00 - $265,800.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 03-15-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide
    $73k-135k yearly est. 8d ago
  • Portfolio Analyst

    Apella Wealth

    Finance Consultant Job 30 miles from North Branford

    Our client, Apella Wealth, is an investment advisory firm registered with the Securities and Exchange Commission. They are a rapidly growing firm building a national footprint, looking to expand their client service team with a highly motivated and dedicated Portfolio Analyst focused on providing exceptional service to our advisors and clients. This person should be an enthusiastic problem solver with strong communication skills, who can multi-task and work in a team environment. RESPONSIBILITIES: Manage day to day model portfolio trading for multiple offices/financial advisors using trading software Monitor daily inflows and outflows and invest deposits as necessary Rebalance accounts and create appropriate cash as necessary Recommend tax efficient portfolio adjustments using a subset of investment model allocations as provided by the firm Utilize portfolio management and trading software to produce trade recommendations and drive portfolio allocation decisions Create manual trade recommendations without the use of trading software when needed Analyze client and prospect portfolios, and provide recommendations to achieve a broadly diversified investment strategy aligning with the firm's investment philosophy Provide insight on financial markets Provide operational and administrative support to team of Financial Advisors and Planners Provide a high level of service to our firm's clients Establish and maintain organized files and records in adherence with compliance requirements Plan and/or attend meetings as requested by the Advisors REQUIREMENTS: Bachelor's Degree preferred in a finance, economics, or finance related program and /or 2+ years of related wealth management operations experience FINRA Series 65 a plus ( required within 6 months of hire ) Knowledge of mutual funds, ETFs, and other investment instruments Knowledge of investment vehicles and the assets that can be held in them Knowledge of tax consequences as it relates to trading in investment vehicles Proficient in Microsoft Office, Excel, and other analytical tools Strong technical knowledge and ability to quickly learn new technology systems Excellent written and oral communication skills; strong listening and organizational skills Strong project management skills BENEFITS/PERKS: Apella Wealth offers competitive salaries and benefits to full time employees (30 hours per week or more) that include Medical, Dental, Life Insurance, Short and Long Term Disability, 401k, Vision, Medical and Dependent Care Flexible Spending Accounts, Voluntary Life Insurance, Paid Time Off, Education Assistance and the opportunity to work in an exciting, fast paced environment.
    $82k-139k yearly est. 12d ago
  • Wealth Service Management Advisor

    Amon & Associates

    Finance Consultant Job 28 miles from North Branford

    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
    $77k-139k yearly est. 12d ago
  • Vice President of Financial Planning Analysis

    Ultimus Fund Solutions 3.8company rating

    Finance Consultant Job 42 miles from North Branford

    The VP, Financial Planning & Analysis, is responsible for overseeing all aspects of financial planning and analysis for the Ultimus Registered business. This role demands a visionary with exceptional analytical skills and a deep understanding of financial forecasting, planning, and analysis within the fast-paced industry. The ideal candidate will have a proven track record of partnering with business leaders to understand the business, its strategy, priorities, drivers & levers of profitability, growth and efficiency. The Ultimus FP&A team are Stewards of the business's financial performance. They will proactively provide sound business and financial information, metrics, insights and analysis that enhance decision-making, enables the business to formulate an effective business strategy and strategic goals… …that translates into well-vetted plans and actionable initiatives… …that improves Productivity, Efficiency and Profitability… ...that drives/steers the business toward its goals. RESPONSIBILITIES Leverages financial data and analytics to identify emerging trends in the company's financial performance and market dynamics. Engage in predictive analysis to forecast future trends and assess their potential impact on the business. Based on these insights, formulate strategic recommendations aimed at optimizing costs, enhancing revenue, and improving overall financial health. Leads and oversees strategic and annual operating plans, quarterly and monthly forecast updates, predictive analytics, internal reporting, and performance management against projections. Drives the budgeting processes and optimizes expense management within the business, driving efficiencies and ensuring that investments are suitably analyzed, and operational costs appropriately controlled. Supports the month-end close processes and lead the preparation of all financial materials for management and operational reviews as well as reporting to the board. Develops and monitors operational metrics to drive financial performance. Manages the company P&L to ensure we meet and achieve all our performance targets and ensure leadership has visibility into risks and opportunities. Responsible for developing and overseeing client P&L's, New Business Pricing and Pro-Formas Thought leader providing analytical insight and perspective to senior management. Develop and prepare materials for: Ultimus CEO, PE Ownership and Board of Directors PERSONNEL MANAGEMENT Manages associates within department including, but not limited to, hiring, training, and developing associates, delegating work assignments, writing, and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions. Conducts one-on-one and team meetings with associates on a regular basis to discuss new procedures, problems, and issues. Establishes team and individual goals for department. Fosters performance of associates and the processes used by them; holds the associates accountable for their work. WORKING RELATIONSHIPS Mentors associates through instruction, coaching, providing real-time on-the-job experiences, modeling effective practices, and advising on methods used. Partners with business leaders to provide business and financial counsel, develop and align objectives and steer the business towards its goals Contact as needed with partners regarding general information, resolution of issues, inquiries, or reporting requirements. Contact with team members regarding follow-up on inquiries, open workflow, etc. May perform other duties as required and assigned. KNOWLEDGE Financial services (Fund Accounting & Administration preferred) Internal controls. US GAAP. NetSuite ERP, NetSuite PBCS. Salesforce. Microsoft Office Suite (Highly skilled in Excel) Adobe Acrobat. SKILLS AND ABILITIES Continuous improvement mentality with ability to challenge the norms and existing processes. Strong leadership skills with experience in growing and leading a high-performance team and ability to demonstrate effective leadership in ambiguous and frequently changing situations. Superior analytical and problem-solving skills, with demonstrated intellectual and analytical rigor. Aligns associates with company values and goals. Plans and delegates the work of others. Motivates and inspires others. Assesses performance of self and associates to make improvements or take corrective action. Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures. Troubleshoots issues utilizing creative and critical thinking skills. Multitasking, analytical, and organizational skills. Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness. Demonstrates personal integrity, responsibility, and accountability. Effectively uses resources such as time and information in conjunction with associates. Participates in solving problems and making decisions. Presents and expresses ideas and information, written and oral, clearly, and concisely. Actively listens to others to achieve understanding and supports an open exchange of ideas and information. Identifies needs, arranges for, and obtains resources to accomplish individual and department goals. Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations. Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion. EDUCATION AND EXPERIENCE Bachelor's degree in accounting or finance. MBA or CPA is beneficial. 12+ years of experience in FP&A, Accounting or Finance. Experience with implementing/building/utilizing data, systems and software tools including…data warehouse financial reporting and analysis software Experience working in a matrixed organization and a financial services environment. Experience in implementing and managing financial planning tools and processes. Experiencing interacting and partnering with CEO and other Executive level leadership Equivalent education, experience, and KSA's will be considered.
    $133k-192k yearly est. 19d ago
  • Financial Advisor

    The Encompass Group 4.6company rating

    Finance Consultant Job 31 miles from North Branford

    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.
    $80k-140k yearly 4d ago
  • Financial Advisor

    Johnson Brunetti

    Finance Consultant Job 26 miles from North Branford

    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
    $56k-100k yearly est. 11d ago
  • Financial Advisor

    I. M. Financial 4.4company rating

    Finance Consultant Job 38 miles from North Branford

    I. M. Financial focuses on maximizing lifestyles and wealth by inspiring, educating, and guiding clients in custom financial strategies and designs. Role Description This is a full-time hybride role for a Financial Advisor located in Ridgefield, CT. The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and managing investments. Qualifications Financial Planning and Finance skills Retirement Planning expertise Experience in Investments and Financial Advisory Strong analytical and problem-solving skills Excellent communication and interpersonal abilities Detail-oriented and organized mindset Certifications such as CFP or CFA are a plus
    $68k-112k yearly est. 4d ago
  • Investor Relations Associate - Private Equity Fund in Stamford CT

    Coda Search│Staffing

    Finance Consultant Job 44 miles from North Branford

    Our client, a private equity fund in Stamford CT, is looking to add a Senior Associate to their Investor Relations team. This person will be responsible for RFP, DDQ, and general investor relations work across the firm.
    $87k-149k yearly est. 12d ago
  • Investment Banking Associate

    Bank Street Group 4.2company rating

    Finance Consultant Job 44 miles from North Branford

    Bank Street is seeking a highly skilled and experienced Associate to join our growing team of investment banking professionals, offering an opportunity to gain significant live transaction experience with a leading, industry-focused investment banking team. About us Bank Street is an independent boutique investment bank specializing in mergers & acquisitions and capital markets advisory services specifically focused on the Communications Infrastructure and Services (CIS) sector. In Mergers and Acquisitions, Bank Street assists clients on strategic transactions on both the buy-side and the sell-side as well as transactions in Bankruptcy representing a Debtor in Possession. In the Financial Sponsors arena, Bank Street provides solutions to leading private equity investors (primarily leveraged buyout firms) and their portfolio companies. In Debt Capital Markets, Bank Street helps clients raise capital in the debt markets and advises them on debt-related opportunities and capital structuring. Products include private placements, structured finance and syndicated finance. Job Responsibilities Lead financial statement analysis and modeling exercises related to prospective or ongoing transactions involving M&A and capital raising mandates Lead the work effort for creation of high-quality marketing materials used for transaction processes Due diligence immersion and documentation management in the context of a transaction Extensive industry research in the CIS sector Extensive and effective communication with senior management and industry professionals through transaction processes Required Qualifications, Capabilities, And Skills A well-rounded academic background with strong accounting, finance, quantitative and business writing skills. 2-4 years prior work experience in an investment banking, or related, role. Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business. Familiarity with the CIS sector through professional experience or otherwise is preferred. Location Stamford, CT
    $88k-134k yearly est. 12d ago
  • Financial Advisor Development Program

    Northwestern Mutual 4.5company rating

    Finance Consultant Job 36 miles from North Branford

    FINANCIAL ADVISOR DEVELOPNENT PROGRAM: What is the program? • Outstanding graduating seniors will be given an opportunity to participate in an experiential program that builds a pathway to a long-term career in financial planning. • Study for and obtain your state insurance licenses, while also preparing for investment licenses (Series 6, 63 & 7). • Get exposure to tools, resources and training that can help you discover and develop market opportunities that could lead to a successful practice helping clients plan for their financial future. What sets this opportunity apart? • Accelerated training upon graduation with 3 months to build the habits and skills of a successful Financial Representative including the development of a business plan. • Earn stipends, while gaining real-world experience through the same training, development, and coaching structures provided to career Financial Representatives. • Start building your business by helping clients develop and execute financial plans specific to their goals and expectations. Together with our clients, we're working to enrich lives, strengthen businesses and build a brighter future. - We are among FORTUNE's 2022 World's Most Admired Companies. #1 among life insurers for "Financial Soundness," Quality of Products/Services," and "Use of Corporate Assets." -We have unsurpassed financial strength2 with total company assets of $335 billion. - We rank among the Top 10 U.S. independent broker-dealers as measured by total revenues by leading investment publications. Who are we looking for? • Full-time student in last semester, prior to graduation • Outstanding interpersonal and communication skills • Exceptional work ethic and determination to achieve goals • A history of demonstrated personal success in leadership, competition, and life
    $68k-115k yearly est. 15d ago
  • Financial Advisor

    Strategies for Wealth Management 4.2company rating

    Finance Consultant Job 19 miles from North Branford

    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.
    $76k-129k yearly est. 3d ago
  • Financial Advisor - Centralized, West Hartford, CT

    Santander Holdings USA Inc. Careers

    Finance Consultant Job 30 miles from North Branford

    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
    $56.3k-102.5k yearly 15d ago
  • Associate Financial Advisor

    Interlock Financial

    Finance Consultant Job 35 miles from North Branford

    This is a summary outline of the responsibilities the Associate Financial Advisor initially requires. This description may be modified as necessary. We are an independent, relationship-focused financial planning firm providing comprehensive wealth management and retirement income planning for a diverse client base. Role Description The Associate Financial Advisor will be responsible for individual clients' financial planning, retirement planning, investment management, and financial advisory services. Duties and responsibilities could include: Supporting the Senior Financial Advisors with analysis, client service and technical assistance Meeting independently with clients to discuss their plan and investments Attending client meetings and taking extensive notes with the Senior Financial Advisors Analyzing client information and preparing reports and presentations Entering information into financial planning software and preparing draft plans Analyzing asset allocation and generating rebalancing trades Researching products, product pricing and contacting carriers for information Researching investment managers and investment services and their pricing Interfacing with the broker-dealer or custodian to obtain information, account data and convey service requests Setting up and retrieving reports in the portfolio management system Assisting in generating performance reports. Qualifications Minimum of 5 years experience in the financial services industry FINRA Series 7 and 66 Bachelor's degree in Finance, Economics, Business, or a related field Financial Planning and Retirement Planning skills Finance and Investment knowledge Experience in providing Financial Advisory services Strong analytical and problem-solving skills Excellent interpersonal and communication skills Ability to work well in a team environment
    $56k-101k yearly est. 19d ago
  • High Net-worth Financial Advisor (Stamford)

    Talent Focus Executive Search and Consulting

    Finance Consultant Job 44 miles from North Branford

    Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Financial Advisor for their High Net-worth Private Client practice in Stamford, CT - this is an ongoing brief, as our client continues to expand. This is a salaried position plus commission based on new revenue generation. Your Role As a Financial Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being. Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career. What We're Looking For We are seeking ambitious, client-focused professionals with a strong background in: Experience: 5-10 years of proven success in sales, business development, and relationship management. Network: An established network of High Net-worth clients or prospects, with the ability to cultivate new connections. Skills: Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets. Character: A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed. Why Join This Opportunity? Prestigious Platform: Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients. Client Impact: Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions. Comprehensive Support: Receive world-class training, mentoring, and resources to excel in your role and grow your career. Dynamic Location: Thrive in the vibrant financial hub of Los Angeles, engaging with a diverse and affluent clientele. If you're a motivated professional with a proven ability to build lasting relationships and deliver value to high-net-worth clients, this is your chance to advance your career with a global leader. Apply now and take the next step in your professional journey!
    $56k-101k yearly est. 17d ago
  • Financial Advisor

    Has Health Insurance and Wealth Management

    Finance Consultant Job 36 miles from North Branford

    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
    $56k-100k yearly est. 12d ago
  • Associate - Strategic Finance

    Hoxton Circle

    Finance Consultant Job 44 miles from North Branford

    This is an opportunity to move into a real strategic finance position, with a clear path of progression within the business. You will have the capacity and authority to work with and enable a remarkably broad Group of businesses through various situations, events and growth plans. The business is a multi-faceted investment group with operations and owned subsidiaries across the globe but with a concentration of assets in North America, and headquarters in Stamford, CT. They have grown a tremendous amount over the past 5 years by AUM and footprint, and lead a portfolio of subsidiaries and businesses across Industrials, Oil & Gas, Healthcare, Engineering, Manufacturing, and Tech. This position will work at many different levels within the strategic finance function. From Business Partnering with CEOs/CFOs around the portfolio, bringing insights and analytics to the business in order to make decisions and build strategy. This role is based in a Stamford, CT office, 5 days per week. Requirements: 3+ years of progressive ibanking/FP&A/Finance/Portfolio Ops experience Ability to build 3 statement models for a range of business types and industries Exposure to analysis of strategy and business partnering with non-finance Hoxton Circle is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $54k-96k yearly est. 3d ago
  • Financial Advisor

    Mariner Advisor Network

    Finance Consultant Job 18 miles from North Branford

    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
    $56k-101k yearly est. 12d ago
  • Financial Advisor

    Covenant Trust 4.4company rating

    Finance Consultant Job 20 miles from North Branford

    Financial Advisor - Covenant Living of Cromwell, Connecticut | Covenant Living of Keene, New Hampshire | East Coast Conference of ECC Looking to make an impact at a unique, mission-centered financial services organization? Join Covenant Trust as a Financial Advisor! At Covenant Trust, you will be the ambassador and primary driver of our mission to provide trusted and uncompromising financial guidance and products to our clients throughout the communities we serve. Financial Advisors become part of the communities they serve by making positive, meaningful changes in the lives of others. High visibility presence and engagement include business and relationship development activities with existing clients and prospects within established affinity networks; development of additional networks; travel within your assigned market area; and establishing oneself as a financial solutions provider. We help our clients achieve their financial goals and charitable purposes. Through a consultative process of understanding a client's financial needs and unique goals, our Financial Advisors demonstrate the value of becoming a Covenant Trust client and our ability to serve the changing needs of clients throughout generations. Key Responsibilities Start with a solid foundation: Step into an existing book of clients from a network of retirement communities and affinity networks who trust Covenant Trust's mission and services. This strong client base affords opportunities to focus on deepening relationships and expanding your practice rather than starting anew. Strengthen your competitive advantage within your personal developing networks and community by leveraging Covenant Trust's investment management services, trust administration services, and gift planning products and services. Enhance client retention by building trust, establishing strong relationships, and communicating effectively with clients. Empower and embolden clients by providing ongoing education regarding their financial decisions. Work collaboratively with team members, Trust Officers, and Trust Administrators to provide a fiduciary level of client care that matches client needs to our wide array of financial solutions: Investment Management, Retirement Planning, Income Planning, Trust Administration, Estate Planning, and Gift Planning. Provide holistic, purpose-driven financial planning solutions to individuals and institutions. What We Look For: Five (5) years of experience in the financial services or related industry. CFP designation preferred, or other demonstrated financial expertise or competencies. Previous experience using a CRM. Previous success in managing a book of clients is a plus. Prior experience with Money Guide Pro/Elite, MS Advisor Workstation, MS Direct is a plus. A heart for serving others and a passion for helping individuals and mission-centered institutions achieve their financial and charitable planning goals. Periodic travel throughout assigned territory to meet with prospects/clients. Salary and Benefits: Competitive base salary - $80,000-100,000 plus a goal-driven bonus opportunity & structured bonus opportunity. Comprehensive benefits package including choice of three medical plans; prescription drug coverage; dental; vision; employer paid life and disability; structured bonus; 401(k) with employer match; 11 paid holidays; PTO; paid volunteer time off; voluntary benefits include accident and critical illness, auto and home insurance, pet insurance, identity theft protection; pre-tax commuter benefits. Support/Training - Our Financial Advisors receive ongoing support, training opportunities, and financial support for professional development. To apply for this position, please send a cover letter and your resume to Kiersten Lundgren, HR Manager, at ****************************. Position description available upon request. A resume can also be submitted through our website: Contact - Covenant Trust About Covenant Trust Covenant Trust is a non-depository trust company chartered in 1988 and regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking. Our shareholders are the Evangelical Covenant Church, Covenant Ministries of Benevolence, and North Park University. Our mission is to provide effective legacy planning and financial management to our clients. Covenant Trust Company is committed to protecting client and company information. All employees are expected to adhere to company policies and practices regarding the safeguarding of such information. For more information, visit ********************* Covenant Trust Company is committed to protecting client and company information. All employees are expected to adhere to company policies and practices regarding the safeguarding of such information. For more information, visit ********************* Equal Opportunity Employer
    $80k-100k yearly 13d ago
  • Financial Advisor (Entry-Level & Experienced Professionals)

    Northwestern Mutual 4.5company rating

    Finance Consultant Job 28 miles from North Branford

    Northwestern Mutual Financial Planning Career Opportunities: Open Roles - Financial Representative | Financial Advisor | Wealth Management Advisor Office Locations - Stamford, CT | Westport, CT | Fairfield, CT Experienced RIA's & Producers | Encouraging & Open to Considering Career Changers What We Do: Financial Planning - Retirement Planning, Estate Planning, Business Planning, Tax Strategies, Debt Management Wealth & Investment Management - Advisory Services, Brokerage, Private Wealth Management Risk Insurance Products - Life Insurance, Disability & Long-Term Care Insurance, Annuities Our financial advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right risk management and investment strategies for clients to guide them every step of the way. Our firm has entry-level and experienced professional opportunities open. The Financial Planning Career with Northwestern Mutual allows the opportunity to: Help Clients Achieve Their Goals - Strive to understand clients' goals and visions to develop holistic financial solutions that optimally guide clients on a path to achieve financial security and success long-term using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. Make an Impact While Accomplishing Work-Life Balance - Maintain autonomy and flexibility to build, develop, and manage own practice while receiving support and mentorship from our firm's exceptional network of financial specialists and leaders. Build a Personally, Professionally, and Financially Rewarding Career - Develop a career that not only provides outstanding self-determined uncapped earning potential, but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur, you'll find the growth that fits your vision and your business with opportunities to become a specialist, lean into leadership, or join a team. Qualifications: Legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status. Located in NYC Metropolitan - Westchester County, NY - Fairfield County, CT area OR planning to move to these locations imminently. 4-year bachelor's degree or equivalent professional work experience. Prior financial services experience not required -- entry level and experienced professional opportunities available -- extensive training platform and mentoring program provided. Entrepreneurial ambitions, results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the ethical desire to help others plan for and protect their financial future. Ability to work in a fast-paced, highly productive, and value-driven environment. Ability to network with acquaintances, businesses, and personal communities to develop markets and sustain long-term relationships. Compensation & Benefits: Performance-based earnings and revenue ( annual earnings of $70K-$250K; based on 2015-2023 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client advising and policy management Bonus programs and expense allowances Sponsorship and support for insurance licensing, SIE, Series 6, Series 63, CFP , and more NM Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Leadership + Professional Growth Opportunities Award-Winning Training + Mentoring Program Personalized Mentorship from Top Advisors and Industry Leaders About Northwestern Mutual: Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more 4.75 million people who rely on us for life, disability income and long term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services. About Northwestern Mutual Stamford Network Office (NM110): NM110 is one of Northwestern Mutual's most historic network offices and the home of 5 advisors ranking in the Top-10 and 9 advisors ranking in the Top-25 on 2024 Forbes Best-In-State (Connecticut) Financial Securities Professionals list. In 2024, our Fairfield District Office (MD Pietig) ranked #1 nationally in overall premium vs Northwestern Mutual Peer Group (Category 2). In Eastern Region for 2024, Justin Charise (Saugatuck Financial) ranked #1 NM 5-Star Pathfinder and #7 for Insurance Premium Credit and Al Schor ranked #1 for Insurance Premium Credit. Northwestern Mutual Awards and Accolades: FORTUNE 500 Rank: No. 90 Highest Financial Strength Ratings and Unsurpassed Financial Strength #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets 97% Client and Policy-owner Retention year after year Top-10 US Independent Broker Dealer Annually one of the “World's Most Admired” companies (FORTUNE Magazine) Forbes' Best Employers for Diversity (2018 - 2021) 15 consecutive years named "50 Best Companies to Sell For" (Selling Power Magazine) Top 125 Training Program (Training Magazine)
    $68k-115k yearly est. 12d ago
  • Financial Advisor / Wealth Manager

    Northwestern Mutual 4.5company rating

    Finance Consultant Job 31 miles from North Branford

    ******************************************* 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
    $60k-110k yearly 16d ago

Learn More About Finance Consultant Jobs

How much does a Finance Consultant earn in North Branford, CT?

The average finance consultant in North Branford, CT earns between $56,000 and $112,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average Finance Consultant Salary In North Branford, CT

$79,000
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