Proprietary Equity Trader Position
Finance associate job in New Haven, CT
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 ***************************
Easy ApplyFixed Income Execution Trader (USA)
Finance associate job in Stamford, CT
Trexquant is seeking a Fixed Income Trader to join our team. The ideal candidate will have experience executing both high-touch and electronic trades in corporate credit and rates instruments. In addition to trade execution, this role also involves cultivating relationships with liquidity providers and trading venues, contributing to the firm's execution excellence, and working closely with quantitative researchers and technologists to enhance execution workflows and advance Trexquant's systematic fixed income strategies.
Responsibilities
* Execute trading in corporate credit instruments (IG, HY, EM), including cash bonds, credit indices, and ETFs, as well as rates instruments, including treasuries, bond futures, and other interest rate derivatives
* Conduct both high-touch and electronic executions across OTC and exchange venues, covering both secondary and new issue transactions
* Cultivate and strengthen relationships with street sales, trading, and syndicate teams to broaden liquidity access
* Monitor market microstructure, liquidity dynamics, and credit developments to optimize execution, manage transaction costs, and improve portfolio outcomes
* Track execution metrics and conduct transaction cost analysis to identify and implement execution enhancements
* Collaborate with quantitative researchers and technologists to develop and refine execution workflows and algorithmic trading strategies
* Coordinate with operations on settlements and corporate actions
* Monitor risk exposures and ensure adherence to the firm's trading, operation, and compliance standards
* Provide real-time market insights and feedback to researchers and contribute to alpha and strategy development
Rack Trader
Finance associate job in Brentwood, NY
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.
HF Independent Trader
Finance associate job in Westport, CT
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)
Spot Trader, Digital Assets
Finance associate job in Stamford, CT
Grayscale is the largest digital asset-focused investment platform in the world by AUM and offers the broadest selection of digital asset investment products in the U.S. based on number of products.
Our platform spans the full spectrum of institutional-grade solutions-from single-asset exposures to diversified and thematic strategies-with a goal of providing every investor with access to the hyper-expanding digital asset universe. Our firm offers a rare combination of decades of traditional finance work experience and digital asset leadership that brings an institutional mindset to the maturing digital asset industry. This convergence of capabilities positions us to deliver investment solutions and client experiences that are both institutionally robust and technologically advanced, which we believe offers a competitive edge that is difficult to replicate.
We're proud of our deep crypto expertise and work closely with individual and institutional investors as they explore this asset class as part of their portfolio allocation.
Position Summary:
Grayscale is seeking a Spot Trader, Digital Assets to join a growing investment team. This role will be responsible for supporting the trading desk across a broad range of instruments and investment vehicles, mainly spot crypto, but will also have exposure to derivatives. Successful candidates will have experience in trading operations and/or as a trading assistant with a strong risk management mindset.
Responsibilities:
Execute cryptocurrency trades accurately and consistently from inception through settlement to support the operations of Grayscale's Products.
Monitor digital asset price risk and monetize Grayscale's fees and related strategies using spot sales, forwards, and options.
Manage trading systems, oversee execution flows, and engage with trading partners and counterparties.
Inform risk and treasury management decisions through clear, timely communication with team members.
Enhance trading infrastructure by collaborating with portfolio management, operations, and engineering teams, with emphasis on automation and efficiency.
Conduct pre- and post-trade analysis to refine strategies and improve execution performance.
Stay current on cryptocurrency market developments to contribute to the evolution of the trading function.
Prior Experience/Requirements:
5+ years of experience trading or settling spot trades at leading financial institutions, including exchanges, order-routing systems, and OTC desks.
Proven experience trading cryptocurrency and/or managing corporate or treasury risk exposure (strongly preferred).
Bachelor's or Master's degree from a top-tier university.
Proficiency in Excel, Bloomberg, and analytical tools; working knowledge of Python/SQL a plus.
Familiarity with ISDA agreements.
Strong verbal and written communication skills with ability to simplify complex issues.
Exceptional quantitative, analytical, and problem-solving skills with keen attention to detail.
Demonstrated ability to manage trading strategy, risk, and external relationships.
Capacity to prioritize and execute in a fast-paced environment.
High professional discretion, integrity, and judgment.
Entrepreneurial mindset and collaborative team orientation.
FINRA Series 7 license.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Auto-ApplyFinance Manager
Finance associate job in North Haven, CT
Mercedes-Benz of North Haven is looking to hire and add a high performing Finance and Insurance Manager to their team, where you will become a part of a winning environment and culture that strives to be the best in every possible KPI and metric.
You will be teaming up with a diverse, well rounded and tenured team of Sales Associates, Sales Managers and support staff. In addition, you will be joining a high performing F&I Department that produces in the range of $300,000 - $500,000 in F&I Gross Profit per month.
In this role, the Finance and Insurance Manager is responsible for securing each sale and ensuring that every vehicle that is sold is delivered. This position is responsible for reviewing each deal entirely, prior to delivery, in order to develop a comprehensive and successful sales strategy of after sales products for each customer based on the customer's consumer habits and driving needs. This all must be done while holding the highest standards of ethics and compliance.
Essential Duties
Protects gross profit by arranging financing so outside sources do not have an impact on selling margins.
Establishes lender relations that tie the customer closer to the dealership.
Generates additional income through the sales of credit insurance, vehicle service contracts, GAP coverage and maintenance plans.
Maintains control of all paperwork until it is ready to be turned into the general office.
Responsible for all paperwork involved with the sale of the vehicle, including obtaining customer signatures and securing payoff and insurance information.
Converts cash deals to finance.
Establishes and maintains good working relationships with several finance sources, including the manufacturer.
Processes finance and lease deals accurately and fairly through financial sources to secure approval.
Conducts business in an ethical and professional manner.
Processes all federal, state and dealer paperwork related to vehicle transaction.
Understands and complies with federal, state and local regulations that affect the new- and used-vehicle and finance departments.
Completes paperwork necessary for vehicle sales and leases in a timely and efficient manner.
Checks all paperwork for correct title, lien information, taxes etc., before forwarding to accounting.
Acquires and maintains current state insurance license, completing continuing credit insurance education as needed.
Provides customers with complete explanation of manufacturer and dealership service procedures and policies.
Manages the alternative finance source program to ensure that several sources are available.
Seeks insurance companies for insurance paper.
Maintains insurance files.
Sets up and maintains a program that will ensure 100 percent turnover to the F& I department.
Provides sales force and sales managers with current information about finance and lease programs continually.
Trains the sales staff regarding the benefits of financing, insurance and extended service programs.
Works with sales managers to secure a reasonable profit from every sale.
Coordinates finance forecasting with sales department forecasting to achieve desired levels of penetration and income.
Ensures collection of all finance and insurance fees.
Takes all credit applications.
Prepares reports on finance penetration.
Attends managers meetings.
Partners with other F&I Managers to effectively lead and manager F&I Department
Works with Sales Staff on selling strategies during the initial sales process
Handles all rate quotations.
Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction.
Supervises and trains designated backup to ensure continued efficiency and profitability in the F& I manager's absence.
Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of car deals.
Maintains a professional appearance.
Maintains a clean and professional work environment.
Other tasks as assigned.
Auto-ApplyCampus Finance Associate
Finance associate job in Westport, CT
What is Bridgewater?
Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors.
Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting edge technology to validate and execute on timeless and universal investment principles.
Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.
Explore more information about Bridgewater on our website here.
Our Culture
Our culture is anchored in excellence-meaning constant improvement-and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday-we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving. Because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard-it's only possible because we build meaning in our work and relationships. The meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else.
Finance Function
Bridgewater's Finance Department seeks to drive sustainable shareholder value by controlling, safeguarding, and optimizing use of the firm's financial resources. This responsibility is fulfilled by providing strategic partnership, insights and independent perspective along with the delivery of high-quality financial reporting, forecasting and analysis while maintaining effective and efficient operational control. The Finance Function is critical to all facets of Bridgewater's business; dedicated to continually making the firm better - strategically, financially and operationally.
Our Finance Associate Opportunity
We're seeking analytical stars who are eager to learn Finance and make an impact. You will use and synthesize data to drive decisions and collaborate with key leaders in and outside the department to influence and shape critical decisions and initiatives that support our businesses across the firm.
With Bridgewater's culture of meritocracy and continuous evolution, the Finance Associate role is part of an inclusive community that fosters personal and professional development through skills, leadership, and content training as well as cross-pillar projects to hone in on and strengthen individual abilities and skills.
Our Finance Associates
Provide key reporting and analytics support, owning the story and not just generating numbers
Drive critical processes such as financial analysis and reporting, planning/budgeting, capital funding, company valuation, stress testing financial liquidity, etc.
Improve financial management systems and information, contribute to process improvement or savings initiatives, and participate in finance projects
Have the potential to grow into future leaders of the department
Our Search for Candidates
We are looking for candidates who are:
Analytical: Pay attention to detail and have the ability to turn numbers into a story - sorting big from small in data
Affinity: Interested in solving complex problems with new and innovative technology
Problem Solvers: Nimble, goal-oriented, logical thinkers who are also able to see multiple possibilities
Owners: Proactive, reflective, gritty, curious, and not afraid to ask questions
And have:
A 4-year degree from an accredited undergraduate institution with an academic focus or demonstrated interest in finance, accounting, econ, business etc.
Strong academic track record
Evidence of leadership on or outside of campus
Physical Requirements
The anticipated onsite requirement for this role is four days per week at our Westport CT campus.
Compensation
The wage range for this role is $85,000 - 110,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 80% - 90% of this wage range.
Why Choose Bridgewater?
It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you opportunities that will challenge you and unlock your potential.
In this role, you will grow with us by:
Learning how to build teams that span levels and organizations
Developing rich expertise across a broad set of finance operations problems and principles
Taking ownership of increasingly complex systems and processes.
Taking on oversight and mentorship responsibilities to grow talent as you gain experience.
Opportunities to grow your career across Bridgewater depending on your strengths, weaknesses, and experience.
One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits including:
Health insurance with 100% premium covered and access to additional concierge medical services
401(k) plan with generous employer match
Paid time off, including fully paid parental leave and a competitive PTO package
Workplace flexibility and access to back up childcare
Financial assistance for family building support, including adoption and egg freezing
Workplace wellness, including on-site gyms, free meals and healthy snacks, and meditation rooms
An engaged and active community that includes many company events, affinity networks, and extracurricular interest groups
For a full list of Bridgewater benefits, click here.
Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulation.
This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do not provide immigration sponsorship for this position.
Bridgewater Associates, LP is an Equal Opportunity Employer
Auto-ApplyPrivate Client Banker - Deer Park Grand Blvd, Deer Park, NY
Finance associate job in Deer Park, NY
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: **************************************************************************
Auto-ApplyAutomotive Finance Manager
Finance associate job in Old Saybrook, CT
Job Type: Full-TimeCompensation: Salary + Commission Vachon Buick GMC, Connecticut's number one Buick Dealer and fastest-growing GMC Dealer is looking for an experienced and passionate Finance Manager that wants to improve their standard of living and work in an environment where they matter.
We offer industry-leading compensation and benefits for the right positive-minded individual that can perform at a high level within the Finance Department, as well as assist our Sales Manager running and building our Sales Department.
RESPONSIBILITIES
Use a comprehensive, menu selling process to maximize the finance department's overall profitability and product penetration
Review and inspect the flow of the department's paperwork on a daily basis to ensure a timely turnaround on all deals
Ensure all deals are fully-compliant with local, state, and federal guidelines
Demonstrate commitment to supporting the sales department in achieving its goals
Be an example of professional morals, ethics, and excellent customer service
Work closely with the sales team on enforcement of proper selling methods
Set and maintain finance department work schedule
BENEFITS
Expected Total Annual Compensation: $135,000-$175,000
Paid Training
Medical, Dental, and Vision Insurance
Employee Assistance Program
401(k)
Paid Time Off
Auto-ApplyPrivate Client Banker - Setauket, NY
Finance associate job in Setauket-East Setauket, NY
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. 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
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients.
Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
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 sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience in cultivating relationships with affluent clients.
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
Auto-ApplyBanker
Finance associate job in Naugatuck, CT
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 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.
At least one 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.
__________________________________________________________________________________________________________________________________________________________________________________________________________
Finance Manager - Programs
Finance associate job in Bethel, CT
**Job ID: 113336** The Leonardo DRS Naval Power Systems business is a trusted provider of innovative naval gas and hybrid power systems, control technology and support solutions for the U.S. Navy and navies around the world. The Program Finance Manager is responsible for managing the financial performance of moderately complex programs, including reporting, analysis, EAC development, variance review, contract funding oversight, and accurate project setup and maintenance. Develops sales, bookings, profit, investment, and cash forecasts, while providing leadership, coaching, and development to staff. Ensures compliance with GAAP and corporate revenue-recognition policies, supports risk identification and mitigation, and drives continuous improvement. This role will report directly to the Director of Program Finance and will oversee a team.
**What You Will Do**
+ Lead Financial & Program Analysis functions, ensuring sound analysis, compliance, and accurate financial results.
+ Manage and coach program finance team to perform key activities: BOEs, budgets, variance analysis, EVMS, EACs, forecasting, cash/working capital, contractual reporting, risk management, ROI, audits, and program reviews.
+ Build and maintain relationships with government, commercial, and international customers; serve as primary contact.
+ Support negotiations with government agencies, prime contractors, and foreign customers.
+ Oversee global manufacturing linearity, forecasting, and cost-reduction initiatives.
+ Apply standards of conduct and understanding of key contract types (FFP, FPIF, CPIF, CPFF, and T&M).
+ Support proposal development, including cost estimating, pricing, RFP review, risk mitigation, and negotiations.
+ Apply knowledge of source selection processes, including cost/price analysis and debriefings.
**Education & Experience Requirements**
+ Bachelor's degree in business, finance, accounting, or a related field, with at least 7 years of progressive experience in a government manufacturing environment.
+ In-depth knowledge of FAR, DFAR, CAS, SOX, GAAP, and IFRS.
+ Strong contract compliance expertise.
+ Demonstrated leadership, mentoring, and staff development skills.
+ Advanced financial analysis capabilities and ability to guide complex program analyses.
+ Ability to conduct internal training on relevant financial topics.
U.S. Citizenship required.
_Taking care of our people is a top priority at Leonardo DRS. We are proud to offer competitive salaries and comprehensive benefits, including medical, dental, and vision coverage, a company contribution to a health savings account, telemedicine, life and disability insurance, legal insurance, and a 401(k) savings plan. We champion wellness programs that focus on physical, emotional, and financial well-being. We develop our talent by offering programs and activities to support career-growth, professional development, and skill enhancement. And we understand there is more to life than work, and the importance of offering flexible work schedules with our 9/80 program, competitive vacation, health/emergency leave, paid parental leave, and community service hours._
_Leonardo DRS, Inc. and its subsidiaries provide equal opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, protected veteran status, or any other characteristic protected by federal, state, or local laws._
_\#NPS_
Senior Hyperion EPM Specialist - Financial Reporting
Finance associate job in Danbury, CT
Linde Inc. Senior Hyperion EPM Specialist - Financial Reporting Danbury, CT, United States | req25086 What you will enjoy doing* * Administer, maintain, and provide support for Hyperion EPM tools, ensuring seamless operations and user experiences * Monitor system performance, troubleshoot issues, and implement solutions for optimal functionality
* Support user access management, ensuring compliance with Sarbanes & Oxley Act requirements and maintaining data integrity
* Assist in managing global accounting processes, consolidations, and reporting requirements in compliance with GAAP
* Provide hands-on support for financial forecasts, budgeting, and planning processes
* Collaborate with Finance, Accounting, Tax, and IT teams to understand global business reporting requirements
* Contribute to automating reporting processes to reduce manual effort and boost efficiency
* Create and maintain documentation for system configurations and provide training sessions to end users
* Identify opportunities for enhancements in EPM systems and recommend improvements
* Support EPM-related projects including system upgrades and optimizations
* Participate in planning and tracking project milestones to ensure successful execution
What makes you great
* Bachelor's degree in Finance, Accounting, Information Technology, Business Administration, or a related field
* 4+ years of professional experience in administering and maintaining Hyperion EPM tools
* Familiarity with financial reporting, budgeting, forecasting, consolidations, and accounting processes
* Basic knowledge of SQL, VBA, or similar scripting languages for automation in EPM systems (preferred)
* Exposure to project management principles and collaboration on timelines and deliverables
* Ability to work with diverse stakeholders across regions and time zones
* Strong verbal and written communication skills for interacting with technical and non-technical audiences
* Analytical mindset and attention to detail for solving technical challenges
* Team player with the ability to engage effectively across functions and regional teams
* Adaptable to evolving business needs and able to perform in dynamic environments
* Demonstrates curiosity, proactive learning, and interest in leadership roles
Why you will love working with us
Linde is a leading global industrial gases and engineering company with 2024 sales of $33 billion. We live our mission of making our world more productive every day by providing high-quality solutions, technologies and services which are making our customers more successful and helping to sustain, decarbonize and protect our planet.
The company serves a variety of end markets such as chemicals & energy, food & beverage, electronics, healthcare, manufacturing, metals and mining. Linde's industrial gases and technologies are used in countless applications including production of clean hydrogen and carbon capture systems critical to the energy transition, life-saving medical oxygen and high-purity & specialty gases for electronics. Linde also delivers state-of-the-art gas processing solutions to support customer expansion, efficiency improvements and emissions reductions.
Linde employees learn and abide the Linde Code of Ethics and Code of Conduct by demonstrating honesty, integrity, professionalism in all communications, actions, and decisions.
What we offer you!
At Linde, the sky is not the limit. If you're looking to build a career where your work reaches beyond your job description and betters the people with whom you work, the communities we serve, and the world in which we all live, at Linde, your opportunities are limitless. Be Linde. Be Limitless.
In addition to competitive compensation, we offer a wide range of medical options to suit everyone's needs. Other benefits include; educational and professional development, employee discount program, 401K, pension plan, and life insurance, just to name a few. The salary range for this role is: $113,680-142,100.
Have we inspired you? Let´s talk about it
We are looking forward to receiving your complete application.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, pregnancy, sexual orientation, gender identity or expression, or any other reason prohibited by applicable law.
Linde Inc. acts responsibly towards its shareholders, business partners, employees, society and the environment in every one of its business areas, regions and locations across the globe. The company is committed to technologies and products that unite the goals of customer value and sustainable development.
* The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this position. Therefore employees assigned may be required to perform additional job tasks required by the manager.
#LI-LH1
Financial Services Representative - State Farm Agent Team Member
Finance associate job in Ronkonkoma, NY
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Position Overview:
Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.
This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.
Key Responsibilities:
Consult customers on financial planning, investment options, and life/health insurance coverage
Assist customers with portfolio management, asset allocation, and risk management strategies
Conduct financial reviews and recommend personalized product solutions
Maintain compliance with financial and insurance regulations
Perform customer needs analysis and engage in sales conversations
Requirements:
Active Life & Health license
FINRA Series 6/63/65
Previous experience in financial services and/or insurance
Strong communication and analytical skills
Professional, trustworthy, and customer-focused demeanor
TAS Manager - Financial Due Diligence
Finance associate job in Stamford, CT
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
RSM is looking for a Manager to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.
Responsibilities:
* Performs financial due diligence for clients who are acquiring and divesting businesses
* Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
* Prepares detailed financial analyses to help clients evaluate their acquisition decisions and financing requirements
* Uses various software tools as designated by the firm
* Interacts with the other functional areas of the practice including tax, audit and other consulting practices
* Assists in preparing proposals and engagement letters
* Represents the firm in community activities and professional associations
Required Qualifications:
* A bachelor's degree, ideally with a major in accounting or finance
* Minimum of 5 years experience in an audit or transaction advisory practice within a national or regional public accounting or consulting firm.
* Prior Financial Due Diligence experience is required.
* Supervision / Team Leadership experience
* Ability to direct and manage client engagements
* Excellent verbal and written communication skills
* Proficient with Microsoft Excel and Microsoft PowerPoint
* Ability to travel up to 10-15% locally and nationally
Preferred Qualifications:
* CPA certification
* Master's degree preferred
* Able to work within tight deadlines and take responsibility for getting the job done in a timely manner
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $101,000 - $203,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Easy ApplyAutomotive Finance Manager
Finance associate job in Watertown, CT
Blasius Kia, a reputable and growing dealership in Watertown, Connecticut, is seeking a highly motivated and experienced Automotive Finance Manager to join our team. As a Finance Manager, you will be responsible for overseeing and managing all aspects of automotive financing and insurance for our customers. You will work closely with our sales team to ensure a smooth and efficient process for our customers while also increasing sales and profitability for the dealership.
Compensation & Benefits:
- Competitive financial package
- Health, dental, and vision insurance
- Paid time off and holiday pay
- 401(k) retirement plan
- Career growth opportunities within our growing dealership
Responsibilities:
- Manage all aspects of automotive financing for customers, including but not limited to, obtaining credit reports, analyzing credit applications, and submitting loan applications to lenders.
- Work closely with sales team to identify and secure financing options for customers in a timely and efficient manner.
- Educate customers on available financing and insurance options, as well as any additional products and services offered by the dealership.
- Coordinate with lenders and finance companies to obtain approval for financing and finalize terms and conditions.
- Maintain accurate and up-to-date records of all finance transactions and submit necessary paperwork to appropriate parties.
- Ensure compliance with all state and federal regulations regarding automotive financing.
- Monitor and analyze reports to identify potential areas for improvement and implement strategies to increase profitability.
- Oversee and manage all insurance sales and processes, including extended warranties and service contracts.
- Train and mentor sales team on best practices for financing and insurance sales.
- Conduct regular training sessions to keep sales team updated on new financing programs and techniques.
- Handle any customer concerns or issues regarding financing or insurance.
Requirements:
- High school diploma or equivalent; Bachelor's degree in business or related field preferred.
- Minimum of 2-3 years of experience as an Automotive Finance Manager in a dealership setting.
- Knowledge of state and federal regulations and laws related to automotive financing and insurance.
- Strong communication and interpersonal skills.
- Excellent negotiation and persuasion skills.
- Ability to work in a fast-paced, high-pressure environment.
- Proficiency in Microsoft Office and dealership software systems.
- Valid driver's license and clean driving record.
EEOC Statement:
Blasius Kia is an equal opportunity employer and does not discriminate against any employee or applicant for employment based on race, color, religion, national origin, age, gender, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran status, or military status. We are committed to providing a work environment free of harassment, discrimination, and retaliation.
Auto-ApplyFinancial Analyst (5)
Finance associate job in Milford, CT
The Brand
WÜSTHOF has one mission since its beginning in 1814: crafting the finest knives that last for generations. Founded in Solingen, Germany, known for centuries as the "City of Blades," the brand is owned by the seventh generation of the WÜSTHOF family. In their state-of-the-art manufacturing facility, the company creates a variety of knife collections and cooking utensils. WÜSTHOF is appreciated for its art of crafting; it takes over forty manufacturing steps to make a WÜSTHOF knife, with many made by hand, using traditional skills and techniques. Forged knives from the famous CLASSIC Collection have become the symbol of WÜSTHOF and are a lifelong companion for chefs all over the world. With over 350+ employees in North America and Europe, the brand is available at leading culinary retailers worldwide.
Position Overview
The Business Analyst, Systems will be responsible for looking for ways to improve how the businesses is using technology and to help them operate more efficiently. In this role, you will research the company's needs and possible solutions and help to develop an effective system solution in alignment with our global IT team infrastructure and resources. This role is part of the global team and is based in Milford, Connecticut. As the Business Analyst, Systems Analyst you will be responsible for identifying the business change needs and recommending solutions in a way all stakeholders understand. They will also schedule activities to resolve application problems in a timely and accurate fashion. This role will focus on the technical maintenance and support for the business.
Job requirements
Key Responsibilities & Duties
Provide operational and overall business technical support
Critical thinking skills to evaluate and problem solve technical issues
Test technology solutions
Provide input on IT expenses & budgets
Vendor management
Qualifications & Skills:
Bachelor's Degree in a technology-focused major; PMP or similar certification a plus.
Minimum of 5 years of relevant experience with ERP application support and business relationship management.
Retail technology experience ideally with experience with:
o ERP experience - specifically support Operations Warehouse, SCM and Finance
o Business Warehouse / Reporting (QlikView, PowerBI)
o Retail compliance and regulations (like PCIDSS and CCPA)
Basic working knowledge of IT Infrastructure (client, data center, cloud, network, telecom, security)
Office 365 skills
Strong interpersonal, problem solving, analytical, and troubleshooting skills
Ability to work independently with minimal supervision and resolve support calls from start to finish
Excellent organizational and documentation skills
Ability to collaborate cross-functionally across a global organization as well as part of a team
Note: no sponsorship or consulting arrangements
WÜSTHOF is an equal opportunity employer and we are committed to creating a diverse team. We will consider all qualified applicants regardless of age, race, color, religion, gender, gender, gender, gender identity or expression, sexual orientation, national origin, disability, genetics, or veteran status.
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Financial Analyst - Capex
Finance associate job in Trumbull, CT
About Cooper Surgical: CooperSurgical is a leading fertility and women's healthcare company dedicated to putting time on the side of women, babies, and families at the healthcare moments that matter most in life. As a division of Cooper Companies, we're driven by a unified purpose to enable patients to experience life's beautiful moments. Guided by our shared values - dedicated, innovative, friendly, partners, and do the right thing - our offerings support patients throughout their lifetimes, from contraception to fertility and birth solutions, to women's and family care, and beyond. We currently offer over 600 clinically relevant medical devices to healthcare providers, including testing and treatment options, as well as an innovative suite of assisted reproductive technology and genomic testing solutions. Learn more at ***********************
Job Summary:
The FP&A Analyst, Capex will be responsible for supporting typical finance rhythms and reporting including month-end close, quarterly financial planning and annual budgeting as it pertains to capital expenditures. You will become the subject matter expert in Project Administration in Microsoft Dynamics (D365) ERP system working across the organization with Project Managers as well as supporting the extended FP&A team. One of the main responsibilities in 2026 will be transferring the capital expenditure approval process to a new system. It will be critical to jump into this role, understand the process and be able to be a key driver to shifting to a new solution. The FP&A Analyst at its core will be responsible for all Capital Expenditures of the CooperSurgical business. You will assist with global consolidation of capital spend and financial analysis, working collaboratively with a range of cross-functional partners to enable project expenditure tracking & support strategic decision-making. You'll possess an analytical mind, an ability to communicate with business leaders at all levels, and a desire to make a meaningful impact on a dynamic, high-growth company. This role will also have an opportunity to support operational expense budgets for central Global Operations departments or other similar as needed.
Personal Financial Representative
Finance associate job in North Haven, CT
The Opportunity
Ready to make a lasting difference in people's lives? As a Personal Financial Representative, you'll play a key role in delivering exceptional service and trusted guidance to our members. This is an opportunity to build lasting relationships, offer thoughtful financial solutions, and support individuals as they navigate important financial decisions. By taking the time to understand each member's unique goals and circumstances, you'll provide personalized support that makes a meaningful difference, helping our members feel confident, informed, and valued every step of the way.
Location - North Haven
Hours - Fulltime
You Are
People Focused
You build trust through empathy, active listening, and clear communication. You enjoy helping others and are committed to delivering a positive experience in every interaction
Solutions Oriented
You approach each conversation with curiosity and care, identifying needs and offering tailored financial solutions that align with our members' goals
Purpose Driven
You find meaning in making a difference and thrive in a mission focused environment where your work supports financial freedom and long-term impact
Accountable & Adaptable
You take ownership of your work, embrace feedback, and adapt with confidence in a fast-paced, evolving workplace
We Are
A purpose-driven organization with a proud legacy. Guided by our mission to enrich lives and create a world where financial freedom is a reality, we lead with heart, show up authentically, and seek to uplift our members, communities, and each other. Our culture is our power, it fuels innovation, amplifies impact, and sets us apart as we grow together and reach new heights.
Key Responsibilities
Grow Membership and Deepen Relationships:
Expertly onboard new members and seamlessly handle Visa, consumer loan, and home equity loan applications
Leverage digital tools to enhance member engagement, ensuring seamless access to online and mobile platforms, personalizing the experience
Collaborate with internal and external partners such as financial advisors, merchant services, and mortgage originators to expand service offerings to our members
Member Service:
Maintain a polite and professional demeanor in all communications, whether in person or over the phone to build trust and foster positive relationships with members
Engage in active listening during interactions with members, fully focusing on their needs and concerns, and providing thoughtful, accurate responses to ensure their satisfaction
Educate members about Credit Union products and services, helping them make informed decisions and optimize their financial well-being
Community:
Represent the Credit Union at sponsored community events to promote positive engagement
Participate in volunteer activities within the local community to support and enhance the Credit Union's presence
Support and participate in business development activities such as bank at work, lunch and learns, and financial literacy events
Education and/or Experience
While this level of expertise will generally be attained with a minimum of two years in a previous banking/customer service role and High School Diploma/GED, priority will be placed upon the demonstration of the ability to meet qualifications without an absolute focus on duration of experience, in recognition that the attainment of such qualifications may be obtained at different paces by different individuals.
Opportunities for Growth
At AEFCU, your growth matters. We invest in your development with opportunities like individual development plans, educational reimbursement, job shadowing across departments, and hands-on leadership practice through specialized trainings. Whether you're building new skills or exploring new paths, you'll be supported every step of the way, because when you grow, we all rise together.
AEFCU is an Equal Opportunity Employer Veterans/Disabled
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Finance associate job in Orange, CT
Job DescriptionOUR AGENCY Our Agency prides ourselves on serving the needs of each customer. We are regularly recognized for providing outstanding service by our customers. We are a competitive team that strives to win and get better every day. We have been recognized with many State Farm awards. My personal goal is to coach and mentor each team member to reach their full potential.
ROLE DESCRIPTION:
As a Financial Services Representative with Kevin Piscitelli State Farm Insurance & Financial Services, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Help people plan for and retire comfortably
Use a customer-focused, needs-based review process to educate customers about insurance & financial options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Handle insurance reviews and financial appointments with customers
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field.
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Hourly plus commission/bonus
Paid time off (vacation and personal/sick days)
401k & Matching
Life Insurance
Team bonuses for performance
Growth potential/Opportunity for advancement (Agent Aspirant Program)
Training & Development through State Farm and other Industry Leaders