Top 27 Investment advisor Jobs in Madison Ct

Financial Advisor
Tumolo Financial —East Lyme, CT
- $75,000 - $150,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Computer literacy
- Health savings account
- Paid holidays
Quick Apply
11d
Financial Advisor
Edward Jones —East Lyme, CT
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Wealth Management Advisor (Hamden, CT)
TIAA —Hamden, CT
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Office
- Business development
Wealth Advisor
Transcend Practice Management —Cheshire, CT
- $150,000 - $175,000 a year
- Full-time
- CPA
- 5 years
- Bachelor of Science
- Profit sharing
- 401(k)
Quick Apply
Advisor Development Program - Financial Solutions Advisor Trainee: New Haven Green Financial Center
Bank of America —New Haven, CT
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Office
- Bachelor's degree
6d
Wealth Management Advisor Trainee (New York)
WealthBridge Financial Group —Flanders, NY
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Business development
- Communication skills
- Marketing
Quick Apply
3d
Retirement Sales / Financial Advisor
LAWLEY AGENCY, LLC —North Haven, CT
- $84,613.20 - $141,022.00 a year
- 5 years
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Solutions Advisor Registration Candidate - Wallingford North Colony Financial Center
Bank of America —Wallingford, CT
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
1d
Associate Wealth Advisor
Carson Group —Wallingford, CT
- $65,000 - $81,116 a year
- Mid-level
- Finance
- Business development
- Health savings account
- AD&D insurance
Quick Apply
3d
Sales Advisor (Training & Marketing Provided) (Long Island)
WealthBridge Financial Group —Flanders, NY
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Communication skills
Quick Apply
3d
Licensed Private Client Banker
KeyBank National Association —Branford, CT
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
Financial Advisor
CENTURION HOLDINGS LLC —Cheshire, CT
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- 3 years
- Finance
- Flexible schedule
Quick Apply
8d
Client Service Associate
Stifel —Hamden, CT
- $44,000 - $65,800 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
6d
Private Client Banker
KeyBank National Association —Hamden, CT
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
Sales Executive - Commercial Lines
World Insurance Associates LLC —Hamden, CT
- $60,000 - $200,000 a year
- Full-time
- Mid-level
- Business development
- Leadership
- Health insurance
- Dental insurance
Quick Apply
Sales Executive - Personal Lines
World Insurance Associates LLC —Hamden, CT
- $60,000 - $200,000 a year
- Full-time
- Mid-level
- Business development
- Leadership
- Health insurance
- Dental insurance
Quick Apply
Experienced Financial Advisor (With Own Book of Business)
Centurion Holdings LLC —Cheshire, CT
- Full-time
- Senior level
- Marketing
Quick Apply
Private Client Advisor
Key Investment Services, LLC —East Haven, CT
- Urgently hiring
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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Virtual Personal Banker
FIREFIGHTERS FIRST CREDIT UNION —Hartford, CT
401k plan with a 3% safe harbor from the credit union and a matching program of up to 4%. Experience in technical support, sales, customer service, and banking…
$58,557 - $65,063 a year
Quick Apply
Experienced Financial Advisor
Ameriprise Financial —Glastonbury, CT
Experience managing client portfolios and driving growth. Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies.
$150,000 a year

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Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We offer a competitive compensation and benefits package including medical, dental, vision, retirement,…
$60,000 - $70,000 a year
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investment advisor jobs near madison ct

Financial Advisor

Tumolo Financial
East Lyme, CT

Quick Apply

Job Details

Full-time
$75,000 - $150,000 a year
11 days ago

Benefits

Health savings account
Paid holidays
Health insurance
401(k)
Paid time off
401(k) matching

Qualifications

Professional networking
Teamwork
Microsoft Outlook
Computer literacy
Series 66
Series 65
Experience practicing in the securities industry

Full Job Description

This is a unique opportunity for an individual with excellent communication, organizational, and relationship building skills to join the Tumolo Financial team as an experienced Financial Advisor. Unlike most firms, we provide the leads. No cold calls!

As a Financial Advisor, you will work with individuals and families to put together financial plans focusing on tax strategies, investment and estate planning.

What You Will Be Expected to Do:

Assist clients with achieving and maintaining financial security by providing financial advice and matching solutions with clients’ needs and goals
Develop rapport with clients and foster long-term relationships
Demonstrate knowledge of Tumolo Financial products, services, and financial market trends
Maintain client base and keep current client financial plans up to date – responsible for working leads provided by Tumolo Financial to build a portfolio of clients
Provide dedicated and focused client experiences

What You Can Expect:

If selected for this position you can expect to receive a competitive salary including base + commission and comprehensive benefits package including health insurance, 401k with match, and generous paid time off (PTO bank + paid holidays). Position also offers potential for growth! You will also enjoy a collaborative work environment where we celebrate success and hold one another accountable for results.

What We Are Looking For:

2-6 years’ client-facing financial services experience required
Securities License Series 65 or 66 required
Entrepreneurial, competitive, and coachable
Client-focused: strong communication and effective relationship management skills
Proactive demeanor, strong initiative, honesty, and integrity
Ability to maintain strict confidentiality of sensitive information and communications
Computer proficiency with Microsoft Excel, Outlook, and CRM software

In addition, the selected candidate must present themselves in a professional manner and be extremely articulate with the ability to multi-task and work in a fast-paced, small office environment.

The Tumolo Financial Difference – Because Ken Tumolo is a CERTIFIED FINANCIAL PLANNER TM who holds the coveted Series 66 license, he is able to offer his clients both retirement income planning and complete money management services. He makes sure his clients own solid reasons for their investments, and that they fully understand how these investments will contribute to prosperous retirement years.

EQUAL OPPORTUNITY EMPLOYER

Job Type: Full-time

Pay: $75,000.00 - $150,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Health savings account
Paid time off

Application Question(s):

Do you have a Series 65 or 66 license?

Work Location: In person

Quick Apply

Refine Your Search

investment advisor jobs in madison ct

Financial Advisor

Financial Advisor

Wealth Management Advisor (Hamden, CT)

Wealth Advisor

Advisor Development Program - Financial Solutions Advisor Trainee: New Haven Green Financial Center

Wealth Management Advisor Trainee (New York)

Retirement Sales / Financial Advisor

Financial Solutions Advisor Registration Candidate - Wallingford North Colony Financial Center

Associate Wealth Advisor

Sales Advisor (Training & Marketing Provided) (Long Island)

Licensed Private Client Banker

Financial Advisor

Client Service Associate

Private Client Banker

Sales Executive - Commercial Lines

Sales Executive - Personal Lines

Experienced Financial Advisor (With Own Book of Business)

Private Client Advisor

Wealth Solutions Advisor

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