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Financial Representative Jobs in New Haven, CT (1,349)

Certified Financial Planner (CFP)

Ivy Way Placements
Shelton, CT
New
PTO
Health Insurance
Dental Insurance
Vision Insurance
Education

Wealth Advisor - Webster Bank

Lpl Financial
Cromwell, Connecticut
New

Financial representative

Modern Woodmen
New Haven, CT
Dental Insurance

Financial Representative

Davis Family Financial
Bridgeport, CT
Part-Time
Flexible Schedule

Financial Advisor

Northwestern Mutual
New Haven, CT
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year

Financial Advisor

Northwestern Mutual Life Insurance
New Haven, CT
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Wealth Advisor (Woodbridge, CT)

Mercer Advisors
Woodbridge, CT
New
Hospitality
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$85k - $145k / year
‌

Financial Advisor

Unavailable
New Haven, CT
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Advisor

Wilmington Trust
Fairfield, CT
‌

Financial Advisor

Advisor Talent Solutions
Shelton, CT
New
‌

Wealth Management: Financial Advisor Trainee Program

Bank of America
New Haven, CT
New
Diversity Leader
Eco-Friendly
‌

Merrill Advisor Development Program - Financial Advisor: Central Shoreline Market

Bank of America
New Haven, CT
New
Diversity Leader
Eco-Friendly
Icon: salary
$80k - $90k / year
‌

Financial Advisor - Branford, Connecticut

TD Bank
Branford, CT
New
PTO
Icon: salary
$72.3k - $108.2k / year
‌

Wealth Advisor

Transcend Practice Management
Cheshire, CT
New
Icon: salary
$100k - $110k / year
‌

Financial Planner & Community Impact Advocate

Modern Woodmen
New Haven, CT
Dental Insurance
‌

Business Development Financial Advisor

CAPTRUST
New Haven, CT
New
PTO
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$125k / year
‌

Associate Financial Planner

Strategies For Wealth
Fairfield, CT
New
Entry-Level
Education
Icon: salary
$90k - $100k / year
‌

Wealth Management Advisor (Hamden, CT)

Nuveen
Hamden, CT
Health Insurance
Icon: salary
$100k / year
‌

Vice President Financial Advisor: Strategic Wealth Growth

Ion Bank
Southbury, CT
New
401(k)
‌

Independent Financial & Wealth Advisor - Grow Your Book

StaffWorthy
Fairfield, CT
Icon: salary
$30 / hour
‌

Financial Advisor - Build Your Own Client Practice & Wealth

Ivy Way Placements
Shelton, CT
New
‌

Wealth Advisor & District Leader: Growth & Impact

ProducifyX
New Haven, CT
New
‌

Financial Advisor

Charter Oak Insurance and Financial Services
Hamden, CT
New
Health Insurance
Icon: salary
$55k - $130k / year
‌

Financial Advisor

MassMutual
Hamden, CT
Health Insurance
Icon: salary
$55k - $130k / year
‌

Financial Advisor

Strategies For Wealth Management Ll
Shelton, CT
New
Health Insurance
Dental Insurance
Vision Insurance
Education
‌

Wealth Advisor Team Leader

M&T Bank
Fairfield, CT
New
Icon: salary
$204.5k - $340.9k / year
‌

Lead Financial Advisor

Sterling Inspired Staffing
Southington, CT
New
401(k)
PTO
‌

Wealth Advisor - New Haven, CT

Citizens Bank
New Haven, CT
New
Dental Insurance
Vision Insurance
Icon: salary
$105k - $250k / year
‌

Wealth Advisor - New Haven, CT

Citizens
New Haven, CT
New
Dental Insurance
Vision Insurance
Icon: salary
$105k - $250k / year
‌

Financial Representative

Randstad
🌎 Remote
New
Remote
Hourly
Hospitality
Icon: salary
$19 / hour
‌

Financial Representative

Tailored Management
🌎 Remote
New
Remote
Hourly
Icon: salary
$19 / hour
‌

Financial Representative Entry Level

Starr Region - Modern Woodmen of America
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education

Job Description

Working as a Financial Representative in New Haven, CT

There are 1,349 Financial Representative opportunities available in New Haven, CT all with unique requirements.

A Financial Representative is responsible for meeting with customers to provide advice, information, and recommendations regarding a wide range of financial products, e.g. saving for retirement or college, understanding insurance policies and strategies that could concern their financial goals, and building life income plans and provision templates. Their role also includes educating customers on how to manage their money better or budget.

Financial Representative jobs near New Haven, CT

  • Hartford, CT
  • Stamford, CT
  • Bridgeport, CT

Financial Representatives in New Haven, CT Resume Data

Average Experience for Financial Representatives in New Haven, CT

  • More than 10 years: 63%
  • 6-10 years: 26%
  • 3-5 years: 9%
  • Less than 1 year: 1%
  • 1-2 years: 1%

Educational Background for Financial Representatives in New Haven, CT

  • Bachelors: 39%
  • Diploma: 32%
  • Associates: 15%
  • Masters: 13%
  • Doctorate: 1%

Top Skill for Financial Representatives in New Haven, CT

  • Customer focus & orientation: 21%
  • Attention to detail: 14%
  • Customer service: 11%
  • Sales skills: 11%
  • Call center customer service: 9%
  • Administrative assistant/receptionist: 8%
  • Work style: Reliability: 8%
  • Verbal communication: 7%
  • Medical receptionist skills: 6%
  • Data entry: Accuracy: 6%

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    Financial Representative jobs near New Haven, CT

    • Norwalk, CT
    • Waterbury, CT
    • Danbury, CT
    • Middletown, CT
    • New Britain, CT
    • Bristol, CT
    • Shelton, CT
    • Meriden, CT
    • East Hartford, CT
    • Greenwich, CT
    • Milford, CT
    • West Hartford, CT
    • Glastonbury, CT
    • Wallingford, CT
    • Torrington, CT
    • Fairfield, CT