Top 361 Finance Jobs in Milford Ct

Financial Planning Product Support Specialist
RightCapital —Shelton, CT
- $50,000 - $51,500 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Paid training
- Health insurance
Quick Apply
FBI Special Agent: CPA/Accounting/Finance Expertise
Federal Bureau of Investigation —New Haven, CT
- $103,263 - $133,200 a year
- Full-time
- Doctoral degree
- CPA
- Master's degree
Special Agent: Accounting/Finance Background
Federal Bureau of Investigation —New Haven, CT
- $103,236 - $133,200 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
Financial Representative Entry Level
The Wengzn District - Northwestern Mutual —New Haven, CT
- $68,000 - $107,500 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
7d
Assistant Controller
Yale University —New Haven, CT
- $120,000 - $225,000 a year
- Full-time
- Hybrid work
- Background check
- 7 years
- CPA
Financial Assistant 4
Yale University —New Haven, CT
- $31.83 an hour
- Full-time
- Remote
- Background check
- Management
- Word processing
12d
Benefits Analyst - Financial
Pitney Bowes Inc —Shelton, CT
- $75,000 - $90,000 a year
- Online Application
- Hybrid work
- Microsoft Word
- Mid-level
- Office
- Life insurance
- Pet insurance
Quick Apply
4d
Planetree Finance Accountant/Coordinator
Planetree International —Derby, CT
- $55,000 - $70,000 a year
- Part-time
- Hybrid work
- Background check
- Pass drug screening
- Mid-level
Quick Apply
11d
Assistant Director of Financial Aid
University of New Haven —West Haven, CT
- $52,500 a year
- Weekends as needed
- Mid-level
- Organizational skills
- Experience equivalent to degree accepted
- Paid holidays
- Health insurance
Quick Apply
Finance - Payroll Administrator
Town of Cheshire CT —Cheshire, CT
- $33.93 - $41.11 an hour
- Email
- Mid-level
- Office
- 3 years
- Disability insurance
- Life insurance
Student Financial Services Counselor - Bursar
University of Bridgeport —Bridgeport, CT
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
- Health insurance
- Dental insurance
8d
Controller
ALBERTUS MAGNUS COLLEGE —New Haven, CT
- Full-time
- CPA
- Office
- University
- Paid holidays
- Health insurance
Senior Financial Analyst, FP&A Ops
CooperSurgical —Trumbull, CT
- $92,803 - $122,404 a year
- Full-time
- Office
- Senior level
- Health insurance
- Paid time off
5d
Assistant Director, Finance
Yale University —New Haven, CT
- $90,000 - $165,750 a year
- Full-time
- Hybrid work
- Background check
- 7 years
- Microsoft Excel
5d
Hyundai Automotive Finance Manager
BALISE MOTOR SALES COMPANY —Fairfield, CT
- $120,000 - $180,000 a year
- Dealership
- Computer literacy
- Basic math
- Disability insurance
- Health insurance
Quick Apply
CNO Financial Advisor - Hybrid Remote (CT)
CNO Financial Group, Inc. —Milford, CT
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Credit Analyst
BTX Global Logistics —Shelton, CT
- $24.04 - $26.93 an hour
- Full-time
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
2d
Investment Counselor - Outside Sales
David Lerner Associates —Westport, CT
- From $5,000 a month
- Full-time
- Mid-level
- In-person
- 2 years
- Paid training
- Health insurance
Quick Apply
Sales Advisor Career Changer Opportunity
Northwestern Mutual - Fairfield County —Bridgeport, CT
- $64,000 - $85,000 a year
- Full-time
- 7 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
7d
CNO Financial Advisor - Hybrid Remote (CT)
CNO Financial Group, Inc. —Danbury, CT
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply

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finance jobs near milford ct

Financial Planning Product Support Specialist

RightCapital -
Shelton, CT

Quick Apply

Job Details

Full-time
$50,000 - $51,500 a year

Benefits

Paid training
Health insurance
On-site gym
Dental insurance
401(k)
Happy hour
Paid time off
On-the-job training
Parental leave
Vision insurance
401(k) matching
Gym membership
Professional development assistance
Referral program
Food provided

Qualifications

Microsoft Excel
Writing skills
Research
Bachelor's degree
Client services
Business Administration
Time management

Full Job Description

RightCapital - Join one of Connecticut's Top Ten Tech Startups!

RightCapital is an innovative financial tech startup providing a cutting edge holistic financial planning software. We were recently voted by The Daily Finance as one of Connecticut's Best Fintech companies! We started as a group of entrepreneurs working from a garage in Connecticut to now having the 3rd largest financial planning technology company in the US. We have seen tremendous growth within this space, and have our eyes squarely set on growing this company to the best it can be as we help Financial Advisors add value to their clients!

Product Support Specialist – join our talented Support Team
As part of our Product Support Team, you will be working with our customers, Financial Advisors in helping them to utilize our software to create financial plans for their clients. With a 98% customer satisfaction rate, we take great pride in assisting our customers each and every day.

This is an excellent opportunity for someone who is interested in breaking into the Financial Planning /Technology industry. We provide the necessary training and coaching to help get you up to speed to assist advisors in analyzing financial plan data. Each day you are surrounded by a supportive team with the knowledge and desire to help you succeed. This role, and your interactions with various departments, opens up more opportunities within the company as you are ready to grow your career!

https://vimeo.com/1138563742

PRIMARY RESPONSIBILITIES:

Assist Financial Advisors by answering a variety of in-depth questions on RightCapital’s financial planning software.
Manage a large workload of inbound chats and phone calls to aid Financial Advisors in their understanding of the platform.
Research, troubleshoot, and submit tickets to our aggregation provider and follow through to resolution.
Expand your financial planning and product knowledge through ongoing coaching sessions with our Training Team.
Work closely with our Product Support Leads to further develop your research, problem-solving, and written and verbal communication skills.
Stay up to date with frequent product enhancements and new features by participating in training sessions, reading help center materials, and testing functionality.

BENEFITS

Exciting, welcoming, and challenging work environment
Multiple career path options
Eligible for an annual bonus of up to $1,500
Group medical health insurance – multiple options with generous subsidies
Vision and Dental group insurance
401(k) Plan with 100% employer match up to 3%, then 50% employer match from 3-5%
$1,200 annual wellness fund that allows employees to improve all aspects of their wellbeing
Free onsite gym membership
Free weekly team breakfast and lunch
Flexible vacation (no limit)
Fun and social outings, including happy hours and team building events
Casual dress code
Pet friendly office

QUALIFICATIONS

1+ years of experience in a client services/ customer service/ support role preferred
Financial services experience preferred
Bachelor's Degree (in fields such as in Finance, Economics, Business Administration, Business Information Systems, Mathematics, Statistics) preferred
FINRA Securities Industry Essential (SIE) or similar is a plus

SKILLS

Excellent verbal and written communication skills
Ability to gather and analyze information to solve problems; willing to look for efficiencies that can be made to improve the customer experience and internal processes
Motivated self-starter who can effectively interact with team members
Organized with strong time management skills
Proficiency with Microsoft Office suite of applications (Excel, Outlook, etc). Experience with MAC iOS preferred

LOCATION & MISC INFO
Shelton, CT
Job Type: Full-time
Pay: $50,000 base per year plus $1,500 bonus potential

Job Type: Full-time

Pay: $50,000.00 - $51,500.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
On-the-job training
Paid time off
Parental leave
Professional development assistance
Referral program
Vision insurance

Education:

Bachelor's (Required)

Experience:

Client services: 1 year (Preferred)

Location:

Shelton, CT 06484 (Preferred)

Ability to Commute:

Shelton, CT 06484 (Required)

Ability to Relocate:

Shelton, CT 06484: Relocate before starting work (Required)

Work Location: Hybrid remote in Shelton, CT 06484

Quick Apply

Refine Your Search

finance jobs in milford ct

Financial Planning Product Support Specialist

FBI Special Agent: CPA/Accounting/Finance Expertise

Special Agent: Accounting/Finance Background

Financial Representative Entry Level

Assistant Controller

Financial Assistant 4

Benefits Analyst - Financial

Planetree Finance Accountant/Coordinator

Assistant Director of Financial Aid

Finance - Payroll Administrator

Student Financial Services Counselor - Bursar

Controller

Senior Financial Analyst, FP&A Ops

Assistant Director, Finance

Hyundai Automotive Finance Manager

CNO Financial Advisor - Hybrid Remote (CT)

Credit Analyst

Investment Counselor - Outside Sales

Sales Advisor Career Changer Opportunity

CNO Financial Advisor - Hybrid Remote (CT)

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