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Finance Associate / Cost Accounting
Vatn Systems
Finance representative job in Bristol, RI
About the Company
We're an innovative startup building the next generation of unmanned underwater vessels (UUVs) - autonomous systems designed to explore, protect, and operate beneath the ocean's surface. Our mission is to push the boundaries of marine technology, and we're looking for passionate people ready to grow with us.
As we scale production and expand operations, we're building out our finance function - and that's where you come in.
About the Role
As our Cost Accounting / Finance Associate, you'll be a key member of a small, agile finance team focused on building robust cost systems and financial processes from the ground up. You'll analyze production costs, partner with engineering and operations teams, and help us make smarter, data-driven decisions as we scale our manufacturing of cutting-edge marine systems.
This is a great opportunity for someone with a strong accounting foundation who wants to have real impact, learn fast, and grow with an emerging tech company.
What You'll Do
Build and maintain cost tracking systems for materials, labor, and overhead across UUV production and R&D programs.
Analyze manufacturing variances, identify cost drivers, and recommend efficiency improvements.
Partner with operations, supply chain, and engineering to ensure accurate cost allocation and reporting.
Support month-end close, accounting, reconciliations, and cost-of-goods-sold (COGS) reporting.
Assist with inventory valuation, BOM accuracy, Routings and cost roll-ups.
Contribute to financial models for pricing, proposals, and project forecasting.
Help design and implement scalable financial processes and ERP tools as the company grows.
Ensure compliance with internal controls and support audit preparation.
Support processes related to DCAA compliance and government contracting as the company expands into defense programs.
What You Bring
Education: Bachelor's degree in Accounting, Finance, or related field, Master or MBA preferred.
Experience: 3-5 years in cost accounting, finance or FP&A roles (preferably in a manufacturing, engineering, or hardware startup environment).
Preferred: CPA certification (or working toward it) and familiarity with DCAA compliance including FAR/CAS rules a plus.
Technical Skills:
Strong knowledge of cost accounting principles and GAAP.
Advanced Excel / Google Sheets skills (pivot tables, lookups, data modeling).
Experience with ERP systems (NetSuite, SAP, Microsoft Dynamics or similar).
Strong understanding of manufacturing processes, BOMs, Routings and inventory control.
Soft Skills:
Entrepreneurial mindset and eagerness to build from the ground up.
Analytical, detail-oriented, and comfortable in a fast-moving environment.
Excellent communication and collaboration skills across technical and non-technical teams.
Why Join Us
Be part of a pioneering team in autonomous marine technology.
Help shape the finance and cost accounting systems for a growing startup.
Career growth opportunities as we scale - potential to move into senior finance or operations roles.
A mission-driven, innovative culture that values initiative, curiosity, and collaboration.
Compensation package
Compensation: Base, equity, bonus, employee benefits, 401k, Unlimited PTO
Equal Opportunity Statement
Vatn is an equal opportunity employer, and we welcome candidates from all backgrounds to apply. We look forward to reviewing your application and potentially having you join our team in shaping the future of autonomous underwater exploration.
$47k-84k yearly est. 3d ago
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Proprietary Equity Trader Position
T3 Trading Group 3.7
Finance representative 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 ***************************
$95k-167k yearly est. Easy Apply 60d+ ago
Retirement Sales / Financial Advisor
Lawley Agency, LLC
Finance representative job in North Haven, CT
Job Description
These are the
fun
damental components of the job:
Prospect, sell and develop qualified Retirement plans to corporations and cultivate individual wealth management opportunities
Develop and manage relationships with plan sponsors and their employees, delivering ongoing retirement plan support and guidance
Conduct regular plan reviews, including performance analysis, fee benchmarking, and fiduciary assessments; offering strategic recommendations for improvement
Advise on plan design, compliance challenges, and corrective strategies (including failed testing)
Review and evaluate fund line-ups and performance against benchmarks
Assist with client onboarding, education sessions, and finalist presentations
Collaborate with internal teams on reporting, plan operations, and participant services
Serve as the primary consultant for institutional clients, providing guidance on retirement plan design, investment selection, and compliance.
Stay informed about regulatory changes and industry trends to provide proactive advice.
Build and maintain strong relationships with clients, ensuring a high level of satisfaction and trust.
Other
fun
ctions of the job:
Seek to cross sell business from existing Lawley divisions
Expand and grow in your role when supporting miscellaneous duties as requested
Skills / traits that we value for this role:
5+ years of sales and business development experience
Must possess the following licenses: Series 6 and Series 65 license OR Series 7 and Series 66 license, Life and Health License; Open to continuing education
Experienced in conducting group and individual employee education meetings
Bachelor's Degree preferred
Microsoft Office experience and skills are a must; Salesforce experience preferred
Ability to work well independently and on a team
Incredible attention to detail and organizational skills
Positive attitude, even in a fast-paced environment
A passion to make customers and coworkers feel important and valued
Capability to work quickly and efficiently
Methodical, yet swift decision-making skills
Precise verbal and written communication skills, even under time constraints
A bit about Lawley!
We are not a call center environment
We achieve success by building genuine relationships together, with our teams and clients
We are a family owned insurance broker (70+ years!)
We are deeply committed to the communities we serve and love to get involved
We work hard and play hard!!!
Why Lawley?
Competitive salary and referral bonuses!
Expansive Benefits (Medical, Dental, Vision-and SO many more)
Unsupervised PTO AND a generous holiday schedule - available 1st day!
Company 401K contribution received starting Day 1 (for participants 21+ years old)
Educational support, career development, and growth opportunities
Job Security (we've never had a lay-off, even during the pandemic)
Flexibility, including hybrid schedules! Business hours 8am-4:30pm with networking/events after hours as needed.
Comfortable, family-oriented culture, with an emphasis on work life balance
Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities)
Fulfilling opportunities that align with your career path and our business needs
Compensation for our production/sales positions are based on commissions. In some hiring situations, we may choose to invest and offer an interim base salary based upon an applicant's experiences, background, and potential book of business. If applicable, a reasonable estimate of the current base salary range is $84,613.20 to $141,022.00 PLUS commissions.
$84.6k-141k yearly 28d ago
Financial Advisor
Northwestern Mutual 4.5
Finance representative job in Providence, RI
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financialrepresentative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active FinancialRepresentatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual FinancialRepresentatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual FinancialRepresentative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$137k-250k yearly Auto-Apply 8d ago
Experienced Financial Advisor (With Own Book of Business)
Centurion Holdings LLC
Finance representative job in Cheshire, CT
Job DescriptionAbout the Role Centurion Wealth Management is seeking an experienced Financial Advisor with an established book of business to join our firm. This is an opportunity to take your practice to the next level under our independent wealth management platform, benefiting from our resources, investment solutions, and operational support while maintaining autonomy in managing your client relationships.
Key Responsibilities
• Manage and grow your own book of business under the Centurion Wealth Management umbrella, delivering high-touch financial planning and investment management services.
• Build and maintain strong client relationships by developing customized financial strategies tailored to their unique goals.
• Provide comprehensive financial planning, including retirement, tax-efficient investing, estate planning, and risk management.
• Leverage our advanced technology, investment platform, and research to enhance client service and portfolio management.
• Identify new business opportunities through referrals, networking, and strategic partnerships.
• Maintain compliance with industry regulations and firm policies while upholding the highest standards of client care.
Qualifications & Skills
• Experience: Minimum 5 years as a financial advisor, wealth manager, or similar role.
• Book of Business: To be considered you MUST have an established client base that can transition with you and a proven track record of growth and retention.
• Licensing: Series 7, Series 66 (or 65 & 63), and appropriate state insurance licenses required. CFP , CFA , or other relevant designations preferred.
• Client-Centric Approach: Strong relationship management skills and a commitment to exceptional client service.
• Business Development: Ability to expand your practice through referrals, marketing strategies, and professional networking.
Why Join Centurion Wealth Management?
• Independent Platform: Operate under the Centurion Wealth Management brand while maintaining control over your client relationships and retaining full equity in your practice.
• Competitive Compensation: Attractive payout structure with transition support for your existing book.
• Comprehensive Support: Access to top-tier financial planning tools, investment research, and dedicated operational support.
• Scalability & Growth: Resources to help you scale your practice, acquire new clients, and enhance service offerings.
If you are a seasoned financial advisor looking for a platform that values independence, offers robust resources, and supports your long-term growth, we would love to connect. Apply today to explore how Centurion Wealth Management can be the right fit for your practice.
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$56k-100k yearly est. 9d ago
Associate Financial Advisor - Bergenn Financial Group
Kestra Financial Independent Advisor
Finance representative job in West Hartford, CT
Job Description
Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment.
Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are receiving the highest level of customer service in line with our client service model. Growth opportunities are available to advisors who develop new business.
Essential Duties and Responsibilities
Supports Lead Advisor on book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
Manage data and plans in financial planning software (eMoney Advisor)
Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation
Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
Deepen client relationships and establish credibility and rapport both in person and via phone
Clearly articulate complex concepts to customers
Proactively communicating with clients and following up on all contacts assigned
Ability to manage and prioritize multiple competing priorities daily in pursuit of business objectives
Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business
Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
Other duties as assigned
Knowledge, Skills, and/or Abilities
Strong understanding of the financial services industry and diverse investment products
Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential
Proficiency in eMoney Advisor financial planning software is strongly preferred
Excellent communication skills, both verbal and written
Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
Ability to build relationships with clients and internal partners and influence others
Requirements
Experience
The ideal candidate must have 2+ years of experience in the financial services industry with a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, ETFs, mutual funds, annuities, insurance, and managed accounts.
The ideal candidate must have a minimum of $10mm in assets under management
Certificates, Licenses, Registration
Must be fully licensed with a Series 7 & 66 or 7, 63 & 65
Life & Health licenses preferred but not required.
Benefits
Paid time off
Retirement Plan with Matching Contribution
Group life and disability are available
$56k-100k yearly est. 22d ago
Banker II
Centreville Bank 4.1
Finance representative job in Newport, RI
Requirements
Qualifications:
High School Diploma or equivalent.
2 years of cash handling experience, sales and service experience preferred.
Ability to project the vision and image of Centreville Bank.
Strong knowledge of current banking environment procedures and regulations.
Strong knowledge of bank products, services, policies, and procedures.
Basic knowledge of Microsoft Word and Excel.
Ability to multitask.
Commensurate with experience.
Centreville Bank offers a competitive salary and benefits package that includes medical and dental coverage, life insurance, disability insurance, 401(k) plan, paid time off and holidays.
Centreville Bank is an Equal Opportunity Employer. All positions are subject to periodic evaluation.
$64k-110k yearly est. 8d ago
Private Client Banker - Glastonbury, CT
JPMC
Finance representative job in Glastonbury, CT
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: **************************************************************************
$44k-98k yearly est. Auto-Apply 60d+ ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance representative job in Providence, RI
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Job Summary_**
+ Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams
+ Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment
+ Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives
+ Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment
**_Responsibilities_**
+ Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings)
+ Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders
+ Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary
+ Employs a process improvement mindset to deliver efficiencies across work areas
+ Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected.
**_Qualifications_**
+ 5+ years' experience in a finance function preferred
+ 2+ years in FP&A roles preferred, preferably in a large complex organization preferred
+ Bachelor's degree preferred, MBA strongly preferred
+ Healthcare industry experience preferred
+ Highly proficient in Microsoft Excel and PowerPoint preferred
**Anticipated salary range:** $80,900 - $115,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 1/21/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$80.9k-115.5k yearly 24d ago
Entry-Level Financial Advisor
Eastern Advisory Group
Finance representative job in Sag Harbor, NY
Job Description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
Flexible schedule with remote and in-person work options.
Full benefits package: health, dental, vision, 401(k), pension, life insurance.
Training stipend and performance-based bonuses.
Company-sponsored travel and professional development programs.
Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
Compensation:
$75,000+ OTE
Responsibilities:
Follow a leadership advancement track with career growth opportunities.
Attend hybrid meetings, including in-person team collaboration, as required.
Ensure compliance with financial industry standards and licensing requirements.
Offer solutions in insurance, asset accumulation, and retirement planning.
Develop client relationships and provide tailored financial strategies.
Qualifications:
Excellent communication and relationship-building abilities.
Demonstrated leadership or a proven track record of success.
No prior financial experience is required, and comprehensive training is included.
Must be authorized to work in the US.
Self-motivated, coachable, and driven to succeed.
About Company
With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848.
Fortune 500 Company - Backed by the strength and support of a nationally recognized company.
Forbes America's Best Insurance Companies Permanent Life 2025
Mission Driven - "Do good. Be good. Make good."
$75k yearly 18d ago
Banker 2
Ion Bank 3.7
Finance representative job in South Windsor, 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 2 you are responsible for:
Provide superior customer service and perform banking functions with high expertise. Perform all customer service activities, including opening accounts, customer account inquiries, teller transactions, and branch operations. Contribute to established branch profitability goals by cross-selling products/services to new/existing customers.
Responsibilities:
Project a positive and highly professional image of self and the Bank by consistently delivering service in line with company service standards/service philosophy.
Possess excellent working knowledge of all bank products and services, consumer, and business.
Proactively meet with customers face to face and over the phone to provide product and service recommendations that will meet their financial needs.
Promote, cross-sell, and upsell bank products and services that meet customers' needs.
Identify and refer customers or prospects to non-bank product associates as appropriate.
Open accounts, perform account maintenance and provide timely customer service solutions to consumer and business customers.
Distribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate.
Required to register with the Nationwide Mortgage Licensing System and Registry
(NMLS) and maintain a unique identifying number with appropriate training.
Possess an excellent working knowledge of branch systems, including but not limited to procedures, policies, cash handling, and transaction processing.
Adjust to various branch traffic flows while maintaining efficiency and accuracy of work.
Accurately balance self and branch office daily; order money; compile currency transaction reports.
Process customer transactions accurately and courteously.
Ensure that all work performed is complete and accurate.
Assist in resolving problems with branch equipment, balancing, and operational issues.
Ensure that the Bank's security policy and program and the Bank's loss prevention guidelines are carried out within the branch.
Education and Qualifications:
High school diploma preferred.
One to two years of retail banking experience, including teller, sales, or some comparable combination of education and experience.
Benefits:
Health Insurance (Medical, Dental Vision)
401k and Employer Match
Life Insurance
Disability
HSA
FSA
Educational Assistance
Wellness Programs
Employee Assistance Program
15 Paid Time Off Days
12 Paid Holidays
Job Shadowing
Volunteer Opportunities
______________________________________________________________________________________________________________________________________________________________________________________
Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.
__________________________________________________________________________________________________________________________________________________________________________________________________________
$52k-93k yearly est. 9d ago
Financial Advisor
New York Life-Brendon Fausset
Finance representative job in Johnston, RI
Job Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people's lives. Through the comprehensive array of financial products and services we offer, you'll help clients develop a sound, long-term strategy to achieve their financial goals.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019.
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as of 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ******************************
Compensation:
$90,000 - $120,000 at plan earnings
Responsibilities:
Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
Qualifications:
Strong relationship management skills and/or experience required
Must possess uncompromising integrity and the ability to communicate complex ideas
Must have the ability to successfully network and prospect for new clients
About Company
As an Associate partner with New York Life, I hire and train individuals looking to build a high-income long-term career for themselves and their families.
Benefits
Comprehensive health insurance - includes medical, vision, and dental coverage
Group life and disability insurance for added financial security
401(k) and Roth 401(k) retirement savings options
Defined-benefit pension plan to support your long-term retirement goals
$90k-120k yearly 15d ago
Banker
Quality Talent Group
Finance representative job in New Haven, CT
Job Type: Full-time, Part-time
Shift: Day Shift
Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division.
Why join this team?
Comprehensive benefits package, including:
Health, dental, and vision coverage
401(k) plan
Paid time off and parental leave
Disability, life, critical illness, and accident insurance
Critical caregiving leave
Employee discounts and commuter benefits
Tuition reimbursement and scholarships for dependent children
Adoption reimbursement program
Competitive pay
Career advancement opportunities within a leading national bank
Supportive and inclusive culture focused on your professional growth
Requirements
6+ months of customer interaction experience (work, military, or education)
Must meet SAFE registration and Loan Originator (LO) requirements
Strong customer service and communication skills
Ability to handle transactions accurately and follow procedures
Experience building relationships and identifying customer needs
Integrity and professionalism in customer and team interactions
Ability to work a schedule that may include Saturdays
Must be eligible to work in the U.S. (Visa sponsorship not available)
What you'll do
Build strong customer relationships through proactive outreach and tailored financial solutions
Assist customers with opening new accounts, processing service requests, and completing credit applications
Educate customers on digital banking tools and technology
Refer customers to appropriate partners for specialized financial needs
Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies
Diversity & Inclusion
Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds.
Are you looking for more? Find it here. APPLY TODAY!
$44k-99k yearly est. 6d ago
Financial Solutions Advisor Registration Candidate - New Haven Green Market
Bank of America 4.7
Finance representative job in New Haven, CT
New Haven, Connecticut **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************************************************
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
**We'll help you**
+ Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
+ Get training and one-on-one coaching from Academy managers who are invested in your success.
+ Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
+ Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
+ Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
+ Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
+ Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
**Required Qualifications** **:**
+ Aptitude in obtaining required industry licenses.
+ Must be self-disciplined in managing time and capacity.
+ Experience in cultivating client relationships, accessing needs and recommending solutions.
+ Success creating strong peer relationships through effective communication and collaboration.
+ Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
+ Executes multiple tasks simultaneously.
+ Learns and adapts to new technology or applications.
**Desired Qualifications** **:**
+ Currently holds FINRA Securities Industry Essentials (SIE)
+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
**Skills** **:**
+ Client Experience Branding
+ Client Solutions Advisory
+ Investment Management
+ Pipeline Management
+ Referral Management
+ Client Management
+ Customer and Client Focus
+ Portfolio Management
+ Prospecting
+ Referral Identification
+ Business Acumen
+ Executive Presence
+ Oral Communications
+ Risk Management
+ Trading
**Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent**
**Schedule:** Monday - Fridays and rotating Saturdays
_This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law._
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$54k-87k yearly est. 55d ago
Financial Services Representative State Farm Agent Team Member
Anthony Raggi-State Farm Agent
Finance representative job in Mansfield Center, CT
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Hiring Bonus up to $1,000
Group Life and Disability Insurance Benefits
401K
Salary plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Work Schedule & Location
This position is an in office 34 hour per week position. Office locations are in Mansfield, CT and Hebron, CT. The selected candidate will normally work four days per week. Occasional evening and weekend work is required to meet operational needs and production requirements.
Requirements
Graduation from an accredited college or university preferred, consideration is given to equivalent sales/customer service experience, education, and training
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Interest in marketing products and services based on customer needs
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Experience in a variety of computer applications, particularly Windows
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Ability to make presentations to potential customers
Achieve mutually agreed upon marketing goals
Ability to effectively relate to a customer
Ability to execute a detailed business plan
Experience in marketing financial products
Knowledge of financial services products
Ability to explain complex financial issues in understandable terms
Life and Health license (must be able to obtain)
Series 6 and 63 (must be able to obtain)
Courses on ethical and customer centered sales practices will be required
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
Bachelor's degree preferred
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$25k-47k yearly est. 21d ago
Intern - Finance
Teknor Apex Company 4.4
Finance representative job in Pawtucket, RI
When Alfred Fain founded a small Rhode Island tire store in 1924, at the time no one could have predicted how Teknor Apex would become an international custom compounder sought out by companies around the world. After a nearly hundred-year journey that's carried us through acquisitions and expansion, we now have ten U.S. locations, as well as operations in Belgium, Singapore, Germany, and China.
Throughout this global expansion Teknor has remained a privately held company, and today Fain's grandson sits at the helm, maintaining the family's tradition of fostering deep employee and customer relationships. These relationships are what allow us-together-to deliver customized compound solutions and help our customer's create better products.
“Manufacturing is a team sport and we work together to achieve our goals.” ~Jon Fain, CEO
Join the team behind our custom compounds.
We are seeking a highly motivated and technically skilled Co-op candidate to join Teknor Apex's Corporate FP&A team. This position is aimed at individuals who are looking to gain hands-on experience in corporate financial planning and analysis, work with experienced professionals in a collaborative and supportive environment and may have an interest in the manufacturing sector. During this co-op, you will have the opportunity to work on projects that will develop both your technical and soft skills, work cross functionally to provide insights and support decision making and gain industry experience in plastics manufacturing. The ideal candidate will have strong analytical skills, proficiency in modern technology and a solid understanding of financial reporting.
Essential Duties and Responsibilities:
Support budgeting and forecasting processes, including the preparation and analysis of monthly, quarterly and annual financial reporting.
Help track and report on key performance indicators (KPIs), comparing actual performance to budgeted or forecasted results.
Develop, maintain and enhance PowerBI dashboards to visualize financial data, track business performance, and improve reporting efficiency.
Performs both routine and ad-hoc analyses to support business strategies and operational initiatives.
Provides analytical support for benchmarking performance, taking into consideration key industry trends, competitor activity, and relevant economic factors.
Support the team with other financial tasks, such as data reconciliation, presentations, and process improvements.
Education and/or Work Experience Requirements:
Current junior or senior in a Bachelor's degree program in Finance, Accounting, Economics, Business, or a related field.
Strong analytical skills with attention to detail.
Excellent communication skills, both written and verbal.
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
Eagerness to learn and contribute to the success of the FP&A team.
Collaborative team player.
Proficiency in Microsoft Excel, advanced functions is preferred.
Experience or coursework in Power BI or other platform for data visualization and reporting is preferred.
Experience with financial reporting tools, ERP systems or data visualization platforms is a plus.
Prior finance internship or relevant experience is a plus.
NOTE: The above job description is a summary of principal responsibilities and is not intended to include all duties that may be assigned.
Teknor Apex is an equal opportunity employer and does not discriminate against any protected status under state or federal laws. Must be 18 years of age or older to work at Teknor Apex.
$37k-43k yearly est. 60d+ ago
Fill Banker - On Call Position
Bally's Corporation 4.0
Finance representative job in Lincoln, RI
Why Bally's? Bally's Corporation is one of the world's leading entertainment companies, with millions of players across digital gaming platforms and traditional casino venues. Recognized for our innovation, energy, and dedication to creating thrilling gaming experiences, we were born to entertain.
A career with Bally's means starting on a path to endless possibilities. Our growing business is searching for service-minded individuals looking for a place to build and grow, excel, and truly make a difference. So, if you want to be challenged in an exciting and fast-paced environment, this is the place for you!
The Role: The Fill Banker will complete all monetary transactions including table fills, chip transfers and balancing chips. They will maintain inventory for chips and be responsible for both computerized and manual fills and credits. Applicants must have the ability to keep detailed, accurate records and enjoy working as part of a team.
Responsibilities:
* The following processes will be performed in the Fill Bank (but not limited to):
* The Fill Bank transactions will include table fills, table credits, chip transfers, bank to bank transfers, balancing chips, maintaining inventory for both value and non-value chips, the buying and selling of the bank, the rotation of chips and any other duties associated with the operation of a Fill Bank.
* They will maintain a spare float to be sued once the current fill banker has balanced and before the next shift begins.
* They will be responsible for both computerized and manual fills and credits and will utilize a bird cage in all chip transfers in or out of the bank.
* Responsible for accurate record keeping in all aspects surrounding duties and responsibilities.
* Must be knowledgeable of all company and departmental policies and procedures.
* Must be familiar with and trained annually in Title 31 protocol.
* Promotes teamwork and cooperation with Supervisors, co-workers and internal guests.
* Performs other duties as assigned.
Physical/Mental Requirements:
* Must be able to lift 25 pounds.
* Must be able to walk/bend/stand constantly during shift.
Working Conditions:
* Exposure to bright lights in a secured work area.
Qualifications:
* Computer, 10-key,
* Telephone Use
* Money handling experience.
License Requirements:
* All applicable licensing requirements
What's in it for you:
* Competitive Salary with annual performance reviews
* Comprehensive health coverage plan that includes medical, dental, and vision
* 401(K)/ Company Match
* Employee Stock Purchase Plan
* Access Perks and Childcare discounts
Target Hourly Range: $23.04
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
$23 hourly 60d+ ago
Fill Banker - On Call Position
Casino and
Finance representative job in Lincoln, RI
Why Bally's?
Bally's Corporation is one of the world's leading entertainment companies, with millions of players across digital gaming platforms and traditional casino venues. Recognized for our innovation, energy, and dedication to creating thrilling gaming experiences, we were born to entertain.
A career with Bally's means starting on a path to endless possibilities. Our growing business is searching for service-minded individuals looking for a place to build and grow, excel, and truly make a difference. So, if you want to be challenged in an exciting and fast-paced environment, this is the place for you!
The Role: The Fill Banker will complete all monetary transactions including table fills, chip transfers and balancing chips. They will maintain inventory for chips and be responsible for both computerized and manual fills and credits. Applicants must have the ability to keep detailed, accurate records and enjoy working as part of a team.
Responsibilities:
The following processes will be performed in the Fill Bank (but not limited to):
The Fill Bank transactions will include table fills, table credits, chip transfers, bank to bank transfers, balancing chips, maintaining inventory for both value and non-value chips, the buying and selling of the bank, the rotation of chips and any other duties associated with the operation of a Fill Bank.
They will maintain a spare float to be sued once the current fill banker has balanced and before the next shift begins.
They will be responsible for both computerized and manual fills and credits and will utilize a bird cage in all chip transfers in or out of the bank.
Responsible for accurate record keeping in all aspects surrounding duties and responsibilities.
Must be knowledgeable of all company and departmental policies and procedures.
Must be familiar with and trained annually in Title 31 protocol.
Promotes teamwork and cooperation with Supervisors, co-workers and internal guests.
Performs other duties as assigned.
Physical/Mental Requirements:
Must be able to lift 25 pounds.
Must be able to walk/bend/stand constantly during shift.
Working Conditions:
Exposure to bright lights in a secured work area.
Qualifications:
Computer, 10-key,
Telephone Use
Money handling experience.
License Requirements:
All applicable licensing requirements
What's in it for you:
Competitive Salary with annual performance reviews
Comprehensive health coverage plan that includes medical, dental, and vision
401(K)/ Company Match
Employee Stock Purchase Plan
Access Perks and Childcare discounts
Target Hourly Range: $23.04
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
$23 hourly 60d+ ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Finance representative job in Hartford, CT
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$95k-168k yearly est. Easy Apply 60d+ ago
Experienced Financial Advisor (With Own Book of Business)
Centurion Holdings LLC
Finance representative job in Cheshire, CT
Job DescriptionAbout the Role Centurion Wealth Management is seeking an experienced Financial Advisor with an established book of business to join our firm. This is an opportunity to take your practice to the next level under our independent wealth management platform, benefiting from our resources, investment solutions, and operational support while maintaining autonomy in managing your client relationships.
Key Responsibilities
• Manage and grow your own book of business under the Centurion Wealth Management umbrella, delivering high-touch financial planning and investment management services.
• Build and maintain strong client relationships by developing customized financial strategies tailored to their unique goals.
• Provide comprehensive financial planning, including retirement, tax-efficient investing, estate planning, and risk management.
• Leverage our advanced technology, investment platform, and research to enhance client service and portfolio management.
• Identify new business opportunities through referrals, networking, and strategic partnerships.
• Maintain compliance with industry regulations and firm policies while upholding the highest standards of client care.
Qualifications & Skills
• Experience: Minimum 5 years as a financial advisor, wealth manager, or similar role.
• Book of Business: To be considered you MUST have an established client base that can transition with you and a proven track record of growth and retention.
• Licensing: Series 7, Series 66 (or 65 & 63), and appropriate state insurance licenses required. CFP , CFA , or other relevant designations preferred.
• Client-Centric Approach: Strong relationship management skills and a commitment to exceptional client service.
• Business Development: Ability to expand your practice through referrals, marketing strategies, and professional networking.
Why Join Centurion Wealth Management?
• Independent Platform: Operate under the Centurion Wealth Management brand while maintaining control over your client relationships and retaining full equity in your practice.
• Competitive Compensation: Attractive payout structure with transition support for your existing book.
• Comprehensive Support: Access to top-tier financial planning tools, investment research, and dedicated operational support.
• Scalability & Growth: Resources to help you scale your practice, acquire new clients, and enhance service offerings.
If you are a seasoned financial advisor looking for a platform that values independence, offers robust resources, and supports your long-term growth, we would love to connect. Apply today to explore how Centurion Wealth Management can be the right fit for your practice.
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How much does a finance representative earn in Ledyard, CT?
The average finance representative in Ledyard, CT earns between $22,000 and $81,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.
Average finance representative salary in Ledyard, CT