Finance Consultant Jobs in Windsor, 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.

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)

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

******************************************* 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

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.

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.

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives. How Bankers Life will provide support: Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. Advancement Opportunities - Benefit-eligible management positions within local branch structure. What makes a great Financial Services Professional? Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!! About us: With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions. Compensation & Benefits: Commission structure designed to grow with you Renewable income and Bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP , and more Retirement Savings Program Note: Applicants must reside in the state of position to be considered.

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

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.

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

**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Responsibilities_** + Business partnering with Process Excellence and Divisional Engineering leaders on strategic projects and initiatives + Assist in Make vs Buy, Make vs Make and other strategic financial analysis + Prepare capital analytics on a monthly/quarterly/annual basis + Prepare monthly results for Strategic Projects + Assist with the yearly budget and quarterly forecast process for strategic projects + Assist with the quarterly reporting to the SEC Accounting Team + Support Global Operations and Supply Chain (GOSC) end-to-end capital budgeting and forecasting process + Support capital controls in partnership with Medical Segment FP&A team + Support continuous improvement of new processes to streamline capital management, and work with key stakeholders to execute and maintain them + Support the transition manufacturing agreement pricing arrangements + Manage multiple deliverables and deadlines concurrently + Work on Ad hoc requests and initiatives as required **_Qualifications_** + 4-8 years of experience preferred + Bachelor's degree in related field preferred, or equivalent work experience preferred **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $79,700 - $113,800 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 3/6/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for supporting all client needs including discussions and/or activities. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client. Responsibilities: • Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products • Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner • Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios Responsible for providing administrative and analytical support to Portfolio Manager(s) Provide support for completing activities such as investment action plans, new account reviews, and other proactive account Reg. 9 reviews Qualifications: High net worth client service and sales experience desired BS/BA degree in Business, Finance or Economics desired Skills: Account Management Attention to Detail Collaboration Recording/Organizing Information Written Communications Active Listening Adaptability Customer and Client Focus Issue Management Prioritization Critical Thinking Customer Experience Improvement Decision Making Pipeline Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CT - West Hartford - 29 S MAIN ST (CT2110) Pay and benefits information Pay range$27.09 - $39.32 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Our award-winning client is seeking a Strategic Corporate Financial Analyst to join their team. Our client is a purpose-driven leader in coated and laminated films and adhesives, with a global reach and a rich history of innovation. We offer a dynamic work environment where you'll gain exposure to three distinct businesses and have the chance to shape the future of the Holdings company. Responsibilities: Utilize your spreadsheet expertise to build complex financial models, conduct in-depth analyses, and support strategic decision-making. Collaborate with internal stakeholders, including family members, to ensure financial health and support business growth initiatives. Continuously learn and develop your expertise through ongoing training and access to industry resources. Required Qualifications: Bachelor's Degree in Accounting, Finance, or Business (required). 1 to 5 years of relevant work experience (prior experience in private equity or investment banking a plus). Strong analytical and problem-solving skills with a keen eye for detail. Excellent communication skills to present complex financial information clearly and concisely. Proficiency in financial modeling, including pro forma statements and advanced Excel functions. Experience with a General Ledger System and financial reporting software (preferred). Ability to work independently and as part of a team in a fast-paced environment. Commitment to a high standard of safety and adherence to company policies. The client offers a competitive compensation package, generous benefits, and the opportunity to make a lasting impact in a dynamic family-owned company.

Position will assist with internal control testing, flowcharts data analysis, business development, reporting, and dashboards while supporting various projects and initiatives across the team. Essential Job Functions & Responsibilities: Internal Audit Internal control testing across various business units worldwide. Communication with finance team regarding results of the control testing. Internal Audit & Finance Flowchart various finance processes after interviewing employees about the process. Learn to identify key internal controls in the flowcharted process. Data Analytics & Reporting Gather, analyze, and interpret data to support business decisions. Develop and maintain reports, dashboards, and visualizations using tools like Power BI. Identify trends and insights to drive strategic initiatives. Present data-driven recommendations to stakeholders. Nonessential Job Functions: Performs other directly related appropriate duties and assumes accountabilities as apparent or as delegated, including mutually agreed upon objectives. Minimum Educational Requirements: High School Diploma. College Degree in Finance or Accounting currently in Progress. Job Specifications/Skills: Working knowledge of accounting, finance, analytics, construction management or business a plus. Well organized with ability to handle multiple projects and priorities. Attention to detail needed. Computer: Beginner to Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint) and Outlook. Excellent verbal and written communication skills. Self-starter with a high level of motivation. Good interpersonal skills. Team cooperation - maintain a positive, cooperative attitude with all employees of LATICRETE and all customers.

******************************************* Join our growing team at Northwestern Mutual of Springfield. 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: Springfield, Massachusetts

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