Finance Representative Jobs in Rocky Hill, CT

Riverhead, Eastport, and Southampton, NY A leading credit union investment program is seeking a Financial Advisor to expand their growing wealth management presence across multiple well-established branches. What's In It For You: Strong deposit base and highly engaged membership Warm internal referrals and no competing advisors Dual rep code and transition assistance for advisors bringing assets Full operational support through an advisor-driven platform Leadership highly focused on growing the investment program What You'll Need: 3+ years of experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor Active Series 7, 66 (or 63 and 65), and Life Insurance License Passion for building client relationships and growing assets A rare opportunity to step into an untapped market with strong leadership and support. Interested or know someone great? Let's connect for a confidential conversation!

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

If you are interested in Investment Management, this is not the job for you. If you are interested in helping people in retirement planning, you've come to the right place. Join a growing advisory firm with strong female leadership as a Financial Advisor-in-Training. At AdviceOne, we believe in empowering individuals to build meaningful careers while making a difference in others' lives. As a part of our growing Advice Team, you'll contribute to our mission exceed our clients' expectations by providing an oasis of calm amid the chaos. We offer a supportive environment that values personal growth, candor, and work-life balance. Your Path to Success Our two-year training program is designed to develop your expertise and confidence as a financial advisor-without the stress of generating new business. You'll: Build meaningful relationships with clients and learn how to offer fiduciary advice that aligns with their goals. Lead client meetings and gain hands-on experience in financial planning. Learn the intricacies of retirement plans and financial advising. Develop your skills with the guidance and mentorship of our experienced Advice Team. Obtain your Series 65 registration and prepare for the CFP designation. Upon completing the program, you'll step into a rewarding career, serving your own clients with the skills of an advisor with 10 years of experience. Balance This is a hybrid position based in our Glastonbury, CT office, with in-office hours required on Tuesdays and up to 2 evenings per week (Monday through Wednesday). This creates flexibility in your schedule for the remainder of the week to ensure a total of 40 hours for a healthy work/life balance. When not in the office, you will be set up to work from home with full functionality. What We're Looking For We're excited to welcome individuals who are passionate about helping others. At AdviceOne, we value team members who bring enthusiasm, adaptability, and a strong sense of collaboration to the table. If you're someone who thrives in a dynamic environment and takes pride in exceeding expectations, we'd love to hear from you! What Makes You Stand Out A serious interest in helping people with financial advice. A 4-year college degree (a must have or nearing graduation within 6 months). Strong communication and interpersonal skills. A client-focused mindset with a commitment to exceptional service. A willingness to learn, grow, and embrace continuous improvement. Exceptional problem-solving skills. No prior financial industry experience is expected-we're here to provide the training and support you need to succeed. About AdviceOne AdviceOne is a growing advisory firm, with strong female leadership presence, that specialized in retirement decisions and asset management. Our fast-paced firm thrives on constant change and innovation, with lofty goals within our industry. We foster an environment where every team member is valued, and we celebrate growth and excellence. Why Join Us? We're committed to encouraging a workplace where everyone feels valued and supported. Whether you're seeking to build a career or make a meaningful impact in the lives of others, this role offers the tools and resources to thrive personally and professionally. Some of our tangible benefits are: Flexible schedule Medical/Dental/Vision/Life insurance 401(k) plan with 3% employer contribution Competitive starting salary for training role; compensation increases significantly upon transition to a full Advisor role Quarterly bonuses based upon performance Long term revenue sharing opportunities Generous PTO policy 16 paid holidays including the week between Christmas and New Years Short- and long-term disability Healthy work/life balance No phone calls please

Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join our Northeast Financial Group firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. As a key member of our team, after achieving the licenses and registrations necessary to become a FINANCIAL ADVISOR your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive compensation and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity and our Career Development Program (CDP). Contact me via phone at ************ or via e-mail at ******************************* to schedule an informational interview! 1049766-00002-00 The path to becoming a Financial Advisor begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hour). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential 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. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.

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

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $18 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2024, Modern Woodmen spent $17.4 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members' financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.

Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life financial products and market trends Develop yourself with our award-winning training and mentorship network Present clients with financial solutions and drive them to action Take ownership of your business and build a team The ideal candidate will have: Active Life & Health license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our support High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services, or client-facing roles Excellent time-management skills Desire for continuous learning What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, Series 65, CFP Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

About the job Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth. We provide a powerful combination of support including: our extensive training program, Advisor Pro. personal coaching from proven winners customized marketing support to help you acquire clients and build your brand access to a broad range of products to meet client needs tools to manage your practice and support the sales process Duties and responsibilities: Prospecting, networking and obtaining clients through various methods and strategies. Participate in our state of the art Advisor Pro Training program. Developing and maintaining long-term relationships with clients. Providing financial solutions for clients through fact gathering and needs analyses. Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates. Qualifications Strong interpersonal, organizational and communication skills. Self-starter who is goal oriented Team player with a hearty work ethic BA, BS, and/or Graduate Degree or equivalent work experience

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

This job posting is anticipated to remain open for 30 days, from 30-Apr-2025. The posting may close early due to the volume of applicants. 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 program . Salary for the first five years as you begin to build your practice 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. For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration 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 500 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 . Fortune 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.

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)

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

div class="col-12 col-md-8"div class="sc-ca SCKo fLrkuv"divdivspan bDescription/bbr/ We represent a global brand seeking proven sales professionals to join our team. Now is your chance to start a new sales related career in the financial services industry! Training is provided! If you want to take control of your career and financial future then we want to talk with you. We are looking for the best and the brightest! This is NOT an entry level position! We provide a base compensation training and commission. Seeking seasoned consultative sales professionals!br/ br/ bOverview:/b A Financial Advisor combines personal skills with all the resources of major global company, with the end result of helping clients realize their financial goals. Financial Advisors are provided extensive training to help them build their own business, which includes attracting and servicing relationships with their clients. Financial Advisors are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic investment consulting. They have access to a full range of wealth building, managing and preserving services throughout the Firm, including mutual funds, stocks, bonds, IRAs, credit amp; lending, insurance, estate planning and many other services that they will offer to their client base and the investing public.br/ br/ bResponsibilities:/b /span divspan·/spanspan Analyze investment opportunities and client needs, and recommend appropriate strategies. /span/div divspan·/spanspan Build client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management. /span/div divspan·/spanspan Market and sell appropriate investment products, financial and wealth management services/products to clients. /span/div divspan·/spanspan Develop and cultivate your own client base/prospect and service clients business. Prepare and deliver presentations/seminars to clients and prospects. /span/div divspan·/spanspan Attend Financial Advisor meetings and continuing education sessions to stay current about products, services and policies. /span/div divspan·/spanspan Comply with all industry rules and regulations. /span/div divspan·/spanspan Build a clientele in niche or women and minority marketsbr/ br/ bMinimum Qualifications: /b/span/div divspan·/spanspan Track record of successful work experience for a period of a minimum of 5-6 years. /span/div divspan·/spanspan Candidates with 10-15 years experience in another career field are also encouraged to apply. /span/div divspan·/spanspan The ability to acquire Series 7 and 66 registration, and additional licensing needed to assist in building a career as a Financial Advisor. Coaching amp; Training Provided! /span/div divspan·/spanspan Ability to communicate effectively with co-workers and clients. /span/div divspan·/spanspan Excellent written and oral communication skills. /span/div divspan·/spanspan A bachelor's degree is required; MBA is a plus, and 5-6 years of business experience and proven success in a previous sales related career field! /span/div divspan·/spanspan Entrepreneur mindset, if you do not like to be micro-managed and know what you need to do in a day AND understand the concept of building a book of business with long term unlimited earning potential, then you are a perfect fit! /span/div divspan·/spanspan Professional demeanor and strong understanding of the importance of building good relationships.br/ br/ bWomen and minority candidates are strongly encouraged to apply!/b /span/div /div/divdivdivb Pamela J. Kortekamp/bbr/ Lifetime Recruiting Strategiesbr/ i"Developing Relationships that last a Lifetime"/i/div div Please contact me with any questions:br/ Email:br/ a href="mailto:[email protected]"[email protected]/abr/ a href="http://www.lifetimerecruiting.com/"http://www.lifetimerecruiting.com//abr/ Phone:br/ (w) 513-753-4926br/ br/ /div/div/div/div

div class="job-preview-details" divp We're expanding and looking for a motivated financial advisor to stronglead their own office/strong in a local territory - with full support from our main office team./ppbr//pp strong$300K+ On-Target Earnings/strong potentialbr/Warm leads amp; appointment setting supportbr/Proven sales process amp; powerful trainingbr/Fully digital systemsbr/Collaborative team culture/ppbr//pp You'll focus on what you do best - building relationships and guiding clients - while we handle the logistics behind the scenes./pp If you're ambitious, coachable, and ready to grow something meaningful, this could be your next big move./ppbr//pp#Hiring #FinancialAdvisor #FinanceJobs #LeadershipOpportunity #OwnYourOffice #SFGTeam #CareerGrowth #FinancialServices/ppbr//pp /ppem Retirement Income Source SFG is an E-Verify employer./em/pp /ppem Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs./em/p/div /div

**_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. **_Job Summary_** The Advisor, Financial Planning and Analysis serves as a key business partner that provides objective guidance for strategic project stakeholders. They lead cross functional efforts to enable forward looking, actionable insights with a focus on driving value to support 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. Experience in a manufacturing environment/cost experience highly preferred. + Bachelor's degree in related field preferred, or equivalent work experience preferred **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:** 6/30/2025 *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 (***************************************************************************************************************************

Job Type: Hourly, Full-Time Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: Provide friendly, personalized service to Bank customers; establish rapport to recognize and meet their banking needs. Perform financial transactions for customers accurately and efficiently. Accurately balance teller window and adhere to set policies and procedures. Respond to customers' financial needs by actively participating in the consultative sales process. Maintain and apply a working knowledge of all applicable banking regulations. Keep all customer and proprietary Bank and customer information and assets safe and secure. Perform additionally assigned duties. As a Banker 2 you are responsible for: Provide superior customer service and perform banking functions with high expertise. Perform all customer service activities, including opening accounts, customer account inquiries, teller transactions, and branch operations. Contribute to established branch profitability goals by cross-selling products/services to new/existing customers. Responsibilities: Project a positive and highly professional image of self and the Bank by consistently delivering service in line with company service standards/service philosophy. Possess excellent working knowledge of all bank products and services, consumer, and business. Proactively meet with customers face to face and over the phone to provide product and service recommendations that will meet their financial needs. Promote, cross-sell, and upsell bank products and services that meet customers' needs. Identify and refer customers or prospects to non-bank product associates as appropriate. Open accounts, perform account maintenance and provide timely customer service solutions to consumer and business customers. Distribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate. Required to register with the Nationwide Mortgage Licensing System and Registry (NMLS) and maintain a unique identifying number with appropriate training. Possess an excellent working knowledge of branch systems, including but not limited to procedures, policies, cash handling, and transaction processing. Adjust to various branch traffic flows while maintaining efficiency and accuracy of work. Accurately balance self and branch office daily; order money; compile currency transaction reports. Process customer transactions accurately and courteously. Ensure that all work performed is complete and accurate. Assist in resolving problems with branch equipment, balancing, and operational issues. Ensure that the Bank's security policy and program and the Bank's loss prevention guidelines are carried out within the branch. Education and Qualifications: High school diploma preferred. One to two years of retail banking experience, including teller, sales, or some comparable combination of education and experience. Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program 15 Paid Time Off Days 12 Paid Holidays Job Shadowing Volunteer Opportunities ______________________________________________________________________________________________________________________________________________________________________________________ Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status. __________________________________________________________________________________________________________________________________________________________________________________________________________

strong Description/strongbr/pWe are seeking an experienced and highly skilled strong Senior Financial Planner/strong to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success. /pbr/br/strong Requirements/strongbr/pstrong Education:/strong Bachelor's degree in finance, business, accounting, or a related field (Master's degree preferred). /ppstrong Certifications:/strong CFP (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus. /ppstrong Experience:/strong Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles. /ppstrong Technical Skills:/strong/pul li Proficiency in financial planning software (e. g. , eMoney, MoneyGuidePro). /li li Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management. /li li Experience with CRM systems (e. g. , Salesforce) and portfolio management tools. /li /ulp/pbr/br/strong Benefits/strongbr/pCompetitive base salary with performance-based bonuses. /pp Comprehensive health, dental, and vision insurance. /pp 401(k) plan with company match. /pp Professional development opportunities, including continuing education reimbursement. /ppA collaborative and client-focused work environment. /p

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

The Osaic Financial Consultant located in Norwalk is responsible for successfully leading investment and insurance sales building relationships leading to the highest quality of service and outstanding financial performance. Key Responsibilities Product Knowledge and Recommendations Prepare and implement a cross-training plan with each staff member on products and services -Conduct one-on-one sessions weekly with branches to assess what each person should work on to enhance selling skills and increase referrals -Work with staff on making recommendations for customers by using open-ended questions New Customer Generation -Set up new appointments from internal and promotion referrals -Conduct joint sales calls with branch staff and commercial bankers to generate new business -Open, cross sell, maintain existing accounts and products to new and existing customers; monitor broker sales for team daily -Take a proactive sales approach by making outbound phone calls with an emphasis on setting appointments for financial reviews -Conduct outside sales calls on local businesses to increase market share Osaic Responsibilities -Provide necessary information so all team members have adequate skills and product knowledge to generate referrals -Identify client needs and present the solutions suitable to their risk tolerance and goals. -Provide outstanding service that achieves high customer satisfaction and builds strong, long-term customer relationships -Assist with all Osaic audits as required -Review and monitor referrals in CRM (Insight-Contact Management) Reach assigned annual revenue goal by suggesting products that are in the best interest of the client.