Trader Jobs in Darien, CT

- 194 Jobs
All
Trader
Banker
Finance Service Representative
Equity Trader
Natural Gas Trader
Finance Representative
Real Time Trader
Relationship Banker
  • FTR Trader - Power & Gas Trading Firm - Stamford, CT

    Redstone Search Group 4.5company rating

    Trader Job 3 miles from Darien

    A premier energy trading firm in Stamford seeks a skilled FTR Trader or a Quantitative Analyst ready to transition into trading. This is an opportunity to join a high-performance proprietary trading team and contribute to a data-driven, algorithmic trading environment, with a focus on SPP and ERCOT markets. The Role: Develop and execute FTR trading strategies, leveraging power market modelling and congestion analysis. Conduct market analysis, using quantitative modelling, machine learning, and statistical arbitrage to identify trading opportunities. Collaborate with quantitative analysts, fundamental analysts, and senior traders to refine predictive analytics. Manage risk exposure, optimise bidding strategies, and enhance portfolio performance. Your Profile: Experience: 4+ years in FTR trading, power trading, or a quantitative analyst role with power markets expertise. Market Knowledge: Strong understanding of the US power grid, nodal markets, transmission congestion, and auction dynamics (SPP & ERCOT preferred). Technical Skills: Proficiency in Python, R, SQL, or similar for data analysis, market modelling, and optimisation techniques. Mindset: Analytical, innovative, and able to thrive in a fast-paced, quantitative trading environment. Why Join? Competitive compensation with significant upside potential. Direct impact on P&L, with ownership of algorithmic trading strategies. Cutting-edge technology, cloud computing, and advanced analytics tools. High-frequency trading infrastructure and a collaborative environment. Clear career progression within a top-tier trading firm. For a confidential discussion, apply now or reach out directly.
    $74k-121k yearly est. 21d ago
  • Equity Trader Position

    T3 Trading Group 3.7company rating

    Trader Job 9 miles from Darien

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $94k-167k yearly est. Easy Apply 60d+ ago
  • Rack Trader (42876)

    Delek 3.4company rating

    Trader Job 24 miles from Darien

    Are you looking for a career in a dynamic and innovative company that values versatility, growth, and teamwork? Look no further than Delek US Holdings! WHAT IS DELEK? WHAT DO WE DO? We are a boutique-sized diversified downstream energy company with a range of assets, including petroleum refining, logistics, renewable fuels, and convenience store retailing. Our refineries in Texas, Arkansas, and Louisiana have a combined crude capacity of 302,000 barrels per day Our logistics business currently owns and operates 720 miles of crude and product pipelines, a 600-mile crude oil gathering system, and storage tanks and terminals. Our Retail or convenience store part of Delek, runs over 250 stores in Texas and New Mexico. We also have company-branded New-to-Industry DK stores in the southern part of the US! Our three renewables' plants in Texas, Arkansas, and Mississippi combined can produce 40 million gallons of biodiesel fuel a year. DELEK BENEFITS We offer fantastic benefits that include up to a 10% match on 401K on your hire start, with a vesting timeline of only one year, along with medical benefits that start on day one with a 30% premium rebate annually! We value your well-being and all employees now have access to the Calm app for FREE, which is used for meditation, stress management, and better sleep. Through our performance management program, you can earn additional annual incentives as you set and achieve goals. Our pay for performance culture motivates our employees to improve Delek's year-over-year company, business unit, and individual results. With some of the highest bonus payouts in recent years, we know that our success is due to our talented and dedicated team. We are looking for individuals like you to help us continue this momentum and bring new ideas to the table. At Delek, you will have the opportunity to make an impact and grow your career in a supportive and innovative environment. JOB SUMMARY Buys and sells energy-related products on a short-term and intermediate basis under the Wholesale Division. Uses futures and other financial tools as a service for customers and for internal hedging of deals. All activities will be performed in support of the strategy, and vision of the organization. Nothing in this restricts management's right to assign or reassign duties and responsibilities to this job at any time. All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA, and other regulations, as appropriate EDUCATION AND EXPERIENCE 4 year / Bachelor's Degree (Required) Master's Degree (Preferred) In lieu of the above education requirements, an equivalent combination of education and experience may be considered. Ten (10) or more years Experience in a related field (Preferred) No Licensure or Certification Required. JOB REQUIREMENTS Trading Financial Market Analysis Critical Thinking Communication Issues Management Problem Solving Influence Negotiation Logistics Manage Wholesale Rack pricing strategy in coordination with Trading & Supply Negotiates contracts for purchase/sale of product supply in Wholesale within limits of authority Provides leadership and technical expertise for the trading bench; setting the culture of excellence Oversees activities of the trading bench, ensuring adherence to best practices, company policies, effectively maximizing efficiency and optimization in performance Develop and maintain relationships with energy suppliers and brokers Identifies and pursues commercial trading opportunities Accountable for meeting profitability and optimization targets Reviews competitive intelligence for all regions and reports recommendations to leaders Coordinates logistical arrangements with supply logistics groups to ensure timely and cost-effective delivery of product/crude shipments Collaborates with System Optimization and refinery optimization staffs to identify and act upon supply chain opportunities Determines hedging strategy Ensures refineries' requirements are met on timely basis Communicates supply and trading issues impacting profit optimization at refineries Evaluates economics of available products/crude Assesses risk in current and future trade contracts Develops and presents analysis to management to support future trading positions While this job description aims to provide a comprehensive overview of the role, it may not detail every task or responsibility required. CORE COMPETENCIES CHANGE AGILITY (LEVEL 3 APPLYING): Identifies, initiates, and adapts to organizational changes that foster enhanced effectiveness, efficiency, safety, and ultimately business results. COLLABORATION (LEVEL 3 APPLYING): Sees connection points across the organization and partners effectively with others to achieve common goals. DECISION MAKING (LEVEL 3 APPLYING): Selects a course of action to reduce risk and uncertainty and create optimal outcomes. DRIVE FOR RESULTS (LEVEL 3 APPLYING): Drives to achieve challenging performance objectives. TEAM BUILDING (LEVEL 3 APPLYING): Builds trust, fosters openness, and provides support. As the manager of a team, selects and motivates a strong team. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin, disability status, protected veteran status, or any other characteristic protected by law. Equal Opportunity Employer/Disabled/Veterans.
    $103k-185k yearly est. 60d+ ago
  • HF Independent Trader

    Quanta Search

    Trader Job 8 miles from Darien

    About: Our client is a fund management company specializing in algorithmic trading across global financial markets. Theirs is an independent pod-based structure, offering traders / PM's / trading teams access to advanced, low-latency trading technology platforms complemented by a deep bench of technological, operational and support services. They currently trade between 1% - 2% of the U.S. Equities markets, realizing top tiers across all major Exchanges and ATS's. Job Description: We are actively recruiting experienced Portfolio Managers / Traders across both U.S. equities quantitative trading businesses; high-frequency trading & statistical arbitrage trading. Ideal candidates should possess the following: ● Experienced U.S. equities quantitative traders / portfolio managers; HFT or Stat Arb ● Fully automated and proven algorithmic / quantitative trading strategies ● Minimum Sharpe of 3.0+ ● Provide prior 2+ years of historical performance ● Ability to be self sufficient and work from anywhere (location agnostic)
    $79k-130k yearly est. 60d+ ago
  • Investment Trader

    Progressive 4.4company rating

    Trader Job 3 miles from Darien

    As a trader in our capital management group, you'll provide transactional support to the Chief Investment Officer, Head of Trading, portfolio managers and analysts, working to devise strategies on how to best execute on investment ideas. You'll lead the trading effort in 1-2 sectors of the fixed income portfolio. Must-have qualifications * Master's degree or higher with at least 3 years of relevant work experience * In lieu of a master's degree, bachelor's degree with at least 5 years of relevant work experience * At least two years of fixed income trading experience Preferred skills * Knowledge of fixed income, bond math, yield curve dynamics, accounting, corporate credit analysis, structured bond fundamentals, macro-economics and market regulations * Ability to independently conduct fixed income research; analysis may focus on individual securities, sectors or the development of quantitative system analytics * Knowledge and understanding to make buy/sell recommendations * Strong relationship building skills with ability maintain relationships with dealers and execute trades * CFA preferred Compensation * $165,000 - $215,000/year depending on position level and experience * Gainshare bonus up to 20% - 80% (depending on position level) of your eligible earnings based on company performance and experience * Participation in our restricted stock units plan Benefits * 401(k) with dollar-for-dollar company match up to 6% * Medical, dental & vision, including free preventative care * Wellness & mental health programs * Health care flexible spending accounts, health savings accounts, & life insurance * Paid time off * Paid & unpaid sick leave where applicable, as well as short & long-term disability * Parental & family leave; military leave & pay * Diverse, inclusive & welcoming culture with Employee Resource Groups * Career development Equal Opportunity Employer Sponsorship for work authorization for foreign national candidates is not available for this position. Share: Apply Now
    $165k-215k yearly 20d ago
  • Experienced Trader

    Gelber Group 3.8company rating

    Trader Job 15 miles from Darien

    We are Gelber Group -- Passion for Trading. Powered by Technology. Headquartered in Chicago with offices across the United States and Europe, Gelber has set the bar as one of the industry's innovative and enduring proprietary trading firms for more than 40 years. Our success derives from a relentless pursuit of new trading ideas and careful attention to technology. We have a culture of entrepreneurship, innovation, and collaboration. We empower each member of our team to have a meaningful impact from the start. We employ a flat organizational structure and focus on meritocracy. If you flourish in a fast-paced environment, have a strong work ethic, a competitive attitude, and a proven record of trading profitability, Gelber is right for you. What you'll need: * Proven track record of profitability as a trader for at least two years * Develop and implement trading strategies aimed at generating consistent profits while adhering to risk management guidelines and regulatory requirements * The ability to create and support quantitative models * Experience with data analysis programming languages (Python is a plus) * An attentive, mindful, and focused demeanor * Proven self-starter * Ability to thrive in a fast-paced and dynamic trading environment, with a focus on teamwork, collaboration and continuous improvement * Strong communicator who works well with others but also thrives in an entrepreneurial environment The approximate annual base compensation range for this position in White Plains, New York is $72,000 to $120,000. The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant's experience, knowledge, skills, and abilities; geographic location; and internal equity. In addition to your salary, our total rewards package includes health benefits, a 401(k) plan, PTO, parental leave, professional development, tuition reimbursement and discretionary bonus, enhancing your overall total rewards package. Benefits and Culture: * Medical, Dental and Vision Benefits * Life insurance and long-term disability * 401K * Generous vacation time, paid holidays, and paid parental leave * Social events including team dinners and holiday parties * Employee referral bonus program * Tuition Reimbursement * Charitable giving and company match * Casual, relaxed office environment
    $72k-120k yearly 7d ago
  • Real Time Energy Market Trader I (18101)

    NYPA Home

    Trader Job 15 miles from Darien

    Ensures successful trading by overseeing trading systems, reconciling positions, verifying market data, prices and product lists and monitoring exchange connectivity. Performs functions and activities related to energy trading including but not limited to short term trading, long term trading, real time trading, bidding, and marketing. In addition to transacting in financial and physical energy market with counter parties; Participates in New York Independent System Operator (NYISO) Day Ahead, Real Time energy and ancillary services markets. #LI-VB1 Responsibilities Execute daily functions required by NYISO as an LSE, Power Supplier, Transmission Customer & Market Participant Develop, monitor, adjust bids/schedules and forecasts to ensure adherence to strategy, fuel management constraints, contractual obligations & appropriate governance Review and analyze market conditions to develop & submit bids for all NYPA assets/portfolios on hourly/daily/forward basis Manage NYPA trading tools as appropriate to reduce NYPA exposure to market volatility Stay current with NYISO procedures, market issues and reports. Knowledge, Skills and Abilities Familiar with Wholesale Electricity Market, Fuel Markets and/or associated Financial products. Basic business, statistical, financial, analytical and reasoning skills Strong analytical and communication skills Able to adapt, multitask and work under pressure Education, Experience and Certifications Bachelor's degree required Minimum of 2 years of related experience in an analytical role or equivalent combinations of education & experience. Utility or Energy Company experience preferred Physical Requirements Real Time Traders, ability to work a 24/7 12-hour rotation, holidays and weekends. The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The estimated salary range for this position is: $97000.00-$133100.00. The salary offered will be determined based on the successful candidates' relevant experience, knowledge, skills, and abilities. The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law. NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov.
    $97k-133.1k yearly 2d ago
  • Private Client Banker - Greenvale, NY

    JPMC

    Trader Job 20 miles from Darien

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $64k-144k yearly est. 7d ago
  • Main Banker

    Jake's 58

    Trader Job 25 miles from Darien

    Balance the vault and accurately count and balance all cashier moneybags returned to vault as per New York State Gaming Commission regulations. Oversee all operations and ensure all regulations and policies are being followed. Core Responsibilities: Ensure all bank reconciliations, issue banks, receive banks, and assist with armored car transfers. Ensure all New York State Gaming Commission regulations and procedures are being followed. Verify vault daily. Accurately count Vault funds. Prepare cashier money bags for upcoming shifts. Balance all proceeds on table at end of shift. Deliver cash draws of money to cage Supervisors as needed. Prepare bank for morning supervisors. Maintain an accurate cash balance. Train current and new associates with proper procedures and regulations. Maintain a safe work and customer environment. Treats each person, customer, or associate as an individual and in a professional manner. Leads by example in the skills of Guest service and positive interaction with associates, guests, and supervisors by mutual respect for all people's needs. Other duties as assigned. Qualifications/Requirements: High school diploma or GED required. Must be able to obtain a New York State Gaming Commission license Two years' experience in cash handling required (Bank and or Vault) One- or two-year supervisory experience required. Preferred Skills Intermediate computer skills, including e-mail, word, excel spreadsheets, routine data input and recordkeeping. Basic Math skills, addition, and subtraction. Able to handle large money transactions. Able to lift 30 pounds frequently. Weekends, Holidays, and swing shifts may be required
    $64k-145k yearly est. 60d+ ago
  • Private Client Banker - Westport Main St - Westport, CT

    Jpmorganchase 4.8company rating

    Trader Job 8 miles from Darien

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $57k-136k yearly est. 42d ago
  • Financial Representative

    Nyc 4.4company rating

    Trader Job 5 miles from Darien

    Northwestern Mutual, one of the “World's Most Admired” companies according to FORTUNE magazine, has helped clients achieve financial security for more than 157 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services. Our Northwestern Mutual offices in the Greater New York area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the Greater NYC, Fairfield County Connecticut, Northern New Jersey and Long Island areas. Northwestern ranks #114 on Fortune's 500, was named the “World's Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com. Job Description As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Reps are supported by training programs, mentoring and unlimited access to resources to assist their clients. Representatives are also supported by a network of specialists who together provide guidance on: - Comprehensive Financial Planning - Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Estate Analysis - Retirement Solutions - Business Needs Analysis - Employee & Executive Benefits Responsibilities: - Offer a personalized approach to providing customized solutions tailored to each client's long term financial goals and objectives. - Provide needs-based analysis to help ensure the client's needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long-term care insurance, annuities and investments. - Create a referral based practice to build your clientele. Financial Representative Benefits: Northwestern Mutual is committed to offering a comprehensive benefit program: - Top-Ranked Training Program - Competitive Benefits Package - Leadership Opportunities - Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC) - Personalized Mentorship from Top Advisors and Industry Leaders - Unlimited Earning Potential Qualifications Preferred Qualifications: - Bachelor's degree from a four-year institution or served or is serving in the armed forces. - Strong interpersonal and networking skills - Self-starter and highly motivated - 2 years of client facing experience - History of high achievement demonstrated by rapid growth and consistent, measurable results - Track record of outperforming peers - Ability to develop lasting, meaningful relationships as well as influence others Additional Information Northwestern Mutual is annually honored as one of the “World's Most Admired Companies” in the life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that distinction. Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling Power Magazine and recognizes as the best company to sell for in the financial services industry. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career”. Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry). Ranking organizations that excel at training and leadership development, Training magazine ranked Northwestern Mutual among its “Training Top 125”. Ranked among the Top 10 independent broker-dealers as measured by total revenues by the leading investment industry publications: Investment News; Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine. All your information will be kept confidential according to EEO guidelines.
    $34k-73k yearly est. 7d ago
  • Financial Services Representative

    Center for Wealth Preservation

    Trader Job 17 miles from Darien

    Interested in pursuing one of the highest-earning and most rewarding career paths? CWP is a modern, technology-driven, innovative, Financial Services business with a powerful team-focused approach to client success. Afford yourself the opportunity to build your own business without the upfront costs. This is more than a career, it's a calling. Unlike most entrepreneurs or start-ups, you'll have the support, mentorship, and leads to take your career to where you want it to go. Be in business for yourself, not by yourself, and learn how you can build a thriving financial planning practice under the guidance of experts and with the support of a Fortune 100 company. Discover how CWP's fast-track Planning Associate program can help you become an in-demand Financial Services professional in a matter of months (not years). Initial Training And Development Onsite What sets CWP apart from the rest of the industry? Unlimited earning potential with incredibly competitive payouts/compensation structure Work-life balance and flexible schedules Access to Fortune 100 benefits (pension, 401k, health, dental, etc. World-class incentives to travel and vacation with your family and/or peers Mentorship from supportive management with access to beautiful office space facilities and conference rooms at your fingertips. Expert, modern training programs that are constantly innovating and expanding so you can make the best decisions for yourself and your clients Industry lowest desk fees Learn how to add fee-based planning to your stack of services Ability to grow your career on your terms - develop a thriving solo practice or receive expert support to build your own team of high-performers with upward growth into leadership if you are interested Life, Health & Accident Insurance + FINRA education FREE to become a full-service Financial Planner within circa 12 months of joining (if you complete the licensing requirements) In-house marketing driven to help you personalize your brand and cultivate new business What You'll Do: Play a crucial role in building and maintaining a network of clientele who would benefit from Financial Planning services Build your professional network through appointments, leveraging social media, attending industry events, seeking referrals, conducting seminars, and implementing effective marketing campaign. Focus on selling estate planning, business succession, education planning, wealth and asset management, insurance & and special needs planning, and advanced market planning Collaborate with our in-house Planning team to deliver world-class solutions and best-in-class financial outcomes for our clients Complete any necessary licensing requirements to provide clients with comprehensive support Requirements: 1+ years of professional experience within Financial Services, Insurance, or other transferrable industry domains or hungry to be a business development specialist in the financial planning space with a track record of success in sales Comfortable handling objections and overcoming challenges during client interactions Entrepreneurial spirit, interested and excited to build a book of business Ability to manage relationships with high-net-worth clients, and family offices Interest in building a team and/or mentoring others You are considered a ‘closer' Excellent people skills, ability to strike up a conversation anywhere with anyone. Pressure player, lives for goal setting If you are an experienced or aspiring financial services professional or sales professional interested in joining an innovative and rewarding firm, please apply. We look forward to speaking with you and working with you to build something special. Why Join Us: We are an agency of Mass Mutual and MML Investors, so you have the backing of a Fortune 100 Company. With over 160 years of experience, MassMutual has proven time and again it is the premier broker-dealer in the industry. After all these years, we are continuing to push forward with our advisor first mentality. Whether it's managing wealth or delivering advanced market estate planning, you have access to a group who can help you become financially liberated, and work from anywhere once you've established yourself. The type of practice combined with a polished approach and wide range of product availability is unique and rare the industry. This position is based solely on uncapped commissions and bonus, we do not offer a base salary. We are open to discussing non-guaranteed transition compensation with you over a period to help you build your business and will be commensurate with experience in the financial services space. If you are already a licensed agent, we also offer lucrative buy-out packages, and transition compensation. #LI-CWP1
    $48k-90k yearly est. 60d+ ago
  • Financial Services Representative

    Blue Ocean Wealth Solutions, LLC-A Massmutual Firm

    Trader Job 21 miles from Darien

    At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning. As a Financial Services Representative, you will work closely with clients to understand their financial goals, assess their needs, and recommend suitable solutions for their financial portfolios. We were awarded “Top Long Island Workplaces from 2018 to 2024” by Newsday/ Dan's Paper. This position is located in East Hills, Long Island, New York. Financial Services Representative Responsibilities: Build and maintain strong relationships with clients, understanding their financial goals, objectives, and risk tolerance by conducting a needs analysis Provide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, fee-based financial planning and wealth management solutions. We have a Financial Planning Team in-house to assist you ** Conduct portfolio reviews and analyses to ensure alignment with clients' objectives and risk tolerance, making appropriate adjustments as needed Stay updated on industry trends, market conditions, and regulatory changes to provide clients with up-to-date and relevant information Collaborate with internal teams, such as the investment director and insurance specialists, to develop customized solutions Guide clients through a fact-finding process, and account opening, and assist with necessary paperwork and documentation Provide ongoing client support and address inquires related to account activity, performance, and general financial matters Actively prospect and generate new business opportunities through referrals, networking, and other business development strategies Financial Services Representative Qualifications: Excellent interpersonal skills Bachelor's degree is preferred, or experience in a similar role in the financial services industry Results-orientated with a track record of achieving sales and business goals Ability to work independently and collaboratively in a team setting What makes Blue Ocean Wealth Solutions, LLC Unique: Commission, Allowances, and Bonuses Approximate expected first year earnings range from $90k to $130k*** Health Insurance, Health Savings Account, Flexible Spending Account, Dental Insurance, Vision Insurance, 401 (k) & Match **** Blue Ocean Wealth Solutions, LLC will place you with a Sr. Financial Executive to share lead generation programs and existing client relationships State of the Art office with modern technology capabilities and teamwork culture Willing to obtain the Life & Accident and Health License and Series 7 & 66. On-site Firm Weekly Series 7 training Study Group Flexibility to offer non-proprietary insurance through 3rd Party Relationships Internal localized Support from the Executive Leadership Team Initial 6-month Executive Training Program and personalized development thereafter Participate in Blue Ocean Wealth Solutions, LLC Awards, and Recognition Programs Visit our website at ******************** We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time. *Property and Casualty is offered through Blue Ocean Protection Solutions, LLC. **To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. ***The average expected first year earnings range is an approximate figure based on historical performance. **** 401 (k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.
    $90k-130k yearly 35d ago
  • Relationship Banker

    First Horizon Corp 3.9company rating

    Trader Job 24 miles from Darien

    The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs the most complex assignments. Weekly Scheduled Hours: Mon-Th 8am-5pm, Fri 8am-6pm, Sat 8:30am-1:30pm ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development * Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. * Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. * Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. * Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. * Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience * Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). * Deliver excellent client experiences consistently and promptly resolve client issues effectively. * Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management * Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency * Assist in conducting meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel. * Assist banking center management with "on the job training" of new associates. * Assist with dual control vault responsibilities and audit controls. * Stay informed of all operational updates and changes to ensure compliance with all current guidelines. * Perform all other job related duties as assigned. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. * High school diploma or general education degree (GED) * 5+ years of experience COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required. NMLS Language As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $44k-52k yearly est. 30d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Trader Job 8 miles from Darien

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $94k-167k yearly est. Easy Apply 60d+ ago
  • Experienced Trader

    Gelber Group 3.8company rating

    Trader Job 15 miles from Darien

    We are Gelber Group -- Passion for Trading. Powered by Technology. Headquartered in Chicago with offices across the United States and Europe, Gelber has set the bar as one of the industry's innovative and enduring proprietary trading firms for more than 40 years. Our success derives from a relentless pursuit of new trading ideas and careful attention to technology. We have a culture of entrepreneurship, innovation, and collaboration. We empower each member of our team to have a meaningful impact from the start. We employ a flat organizational structure and focus on meritocracy. If you flourish in a fast-paced environment, have a strong work ethic, a competitive attitude, and a proven record of trading profitability, Gelber is right for you. What you'll need: Proven track record of profitability as a trader for at least two years Develop and implement trading strategies aimed at generating consistent profits while adhering to risk management guidelines and regulatory requirements The ability to create and support quantitative models Experience with data analysis programming languages (Python is a plus) An attentive, mindful, and focused demeanor Proven self-starter Ability to thrive in a fast-paced and dynamic trading environment, with a focus on teamwork, collaboration and continuous improvement Strong communicator who works well with others but also thrives in an entrepreneurial environment The approximate annual base compensation range for this position in White Plains, New York is $72,000 to $120,000. The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant's experience, knowledge, skills, and abilities; geographic location; and internal equity. In addition to your salary, our total rewards package includes health benefits, a 401(k) plan, PTO, parental leave, professional development, tuition reimbursement and discretionary bonus, enhancing your overall total rewards package. Benefits and Culture: Medical, Dental and Vision Benefits Life insurance and long-term disability 401K Generous vacation time, paid holidays, and paid parental leave Social events including team dinners and holiday parties Employee referral bonus program Tuition Reimbursement Charitable giving and company match Casual, relaxed office environment If you are based in California, we encourage you to read the Gelber Privacy Notice for California Employees and Applicants, linked here .
    $72k-120k yearly 4d ago
  • Private Client Banker - Valley Cottage, NY

    JPMC

    Trader Job 25 miles from Darien

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $63k-142k yearly est. 7d ago
  • Private Client Banker - Westport Main St - Westport, CT

    Jpmorgan Chase & Co 4.8company rating

    Trader Job 8 miles from Darien

    JobID: 210605968 JobSchedule: Full time JobShift: Base Pay/Salary: Westport,CT $25.00-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $57k-136k yearly est. 44d ago
  • Financial Services Representative

    Blue Ocean Wealth Solutions-A Massmutual Firm

    Trader Job 21 miles from Darien

    At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning. As a Financial Services Representative, you will work closely with clients to understand their financial goals, assess their needs, and recommend suitable solutions for their financial portfolios. We were awarded “Top Long Island Workplaces from 2018 to 2024” by Newsday/ Dan's Paper. This position is located in East Hills, Long Island, New York. Financial Services Representative Responsibilities: Build and maintain strong relationships with clients, understanding their financial goals, objectives, and risk tolerance by conducting a needs analysis Provide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, fee-based financial planning and wealth management solutions. We have a Financial Planning Team in-house to assist you ** Conduct portfolio reviews and analyses to ensure alignment with clients' objectives and risk tolerance, making appropriate adjustments as needed Stay updated on industry trends, market conditions, and regulatory changes to provide clients with up-to-date and relevant information Collaborate with internal teams, such as the investment director and insurance specialists, to develop customized solutions Guide clients through a fact-finding process, and account opening, and assist with necessary paperwork and documentation Provide ongoing client support and address inquires related to account activity, performance, and general financial matters Actively prospect and generate new business opportunities through referrals, networking, and other business development strategies Financial Services Representative Qualifications: Excellent interpersonal skills Bachelor's degree is preferred, or experience in a similar role in the financial services industry Results-orientated with a track record of achieving sales and business goals Ability to work independently and collaboratively in a team setting What makes Blue Ocean Wealth Solutions, LLC Unique: Commission, Allowances, and Bonuses Approximate expected first year earnings range from $90k to $130k*** Health Insurance, Health Savings Account, Flexible Spending Account, Dental Insurance, Vision Insurance, 401 (k) & Match **** Blue Ocean Wealth Solutions, LLC will place you with a Sr. Financial Executive to share lead generation programs and existing client relationships State of the Art office with modern technology capabilities and teamwork culture Willing to obtain the Life & Accident and Health License and Series 7 & 66. On-site Firm Weekly Series 7 training Study Group Flexibility to offer non-proprietary insurance through 3rd Party Relationships Internal localized Support from the Executive Leadership Team Initial 6-month Executive Training Program and personalized development thereafter Participate in Blue Ocean Wealth Solutions, LLC Awards, and Recognition Programs Visit our website at ******************** We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time. *Property and Casualty is offered through Blue Ocean Protection Solutions, LLC. **To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. ***The average expected first year earnings range is an approximate figure based on historical performance. **** 401 (k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.
    $90k-130k yearly 32d ago
  • Private Client Banker - Westport Main St - Westport, CT

    Jpmorgan Chase 4.8company rating

    Trader Job 8 miles from Darien

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Westport,CT $25.00 - $30.29 / hour
    $25-30.3 hourly 41d ago

Learn More About Trader Jobs

How much does a Trader earn in Darien, CT?

The average trader in Darien, CT earns between $63,000 and $163,000 annually. This compares to the national average trader range of $56,000 to $144,000.

Average Trader Salary In Darien, CT

$101,000

What are the biggest employers of Traders in Darien, CT?

The biggest employers of Traders in Darien, CT are:
  1. Progressive
  2. Morgan Stanley
  3. Quanta Search
Job type you want
Full Time
Part Time
Internship
Temporary