Hartford Banking & Financial Services Job Listings

Customer Service Specialist - Transfer Agency (Hartford, CT)64026767404801120

Craigslist

Customer Service Specialist - Transfer Agency (Hartford, CT)

Looking for Customer Service Agent - Transfer Agent for a long term contract opportunity in Hartford, CT. This will be a on-site opportunity - 5 days onsite a week. Looking for someone who has experience taking inbound calls from shareholders, investors, advisors, or brokers regarding account information, share transfer, transactions, and policies.

208 Asylum St, Hartford, CT 06103, USA

$25/hour

Tax preparer, experienced or will train (Enfield)64026768698497121

Craigslist

Tax preparer, experienced or will train (Enfield)

If you have a natural talent for helping people or are an experienced tax professional, Liberty Tax wants you for the 2026 tax season. This is a perfect opportunity for retired or semi-retired, stay-at-home parents, student internships, and those looking for extra income. Take our tuition-free tax class and learn about the new tax changes and how to prepare taxes. No prior tax experience necessary. Candidates will have the opportunity to earn extra income upon successful completion. Flexible schedules, convenient locations. For more information, please respond with name and phone number or click on the link below. https://www.libertytax.com/tax-education

92 Elm St, Enfield, CT 06082, USA

Negotiable Salary

Tax preparer, experienced or will train (Westfield, West Springfield)64017027090435122

Craigslist

Tax preparer, experienced or will train (Westfield, West Springfield)

If you have a natural talent for helping people or are an experienced tax professional, Liberty Tax wants you for the 2026 tax season. This is a perfect opportunity for retired or semi-retired, stay-at-home parents, student internships, and those looking for extra income. Take our tuition-free tax class and learn about the new tax changes and how to prepare taxes. No prior tax experience necessary. Candidates will have the opportunity to earn extra income upon successful completion. Flexible schedules, convenient locations. For more information, please respond with name and phone number or click on the link below. https://www.libertytax.com/tax-education

8 Maple St, Westfield, MA 01085, USA

Negotiable Salary

Craigslist

AP/AR Clerk (Holyoke)

Experienced preferred, will train if you have good underlying skills That included Word, Excel, Outlook, and the ability to communicate on the phone and in writing. Bilingual a plus. Flexible Hours but commitment to a schedule essential. General business experience and proficiency with social media a plus Must be organized, accurate, and neat. Sell yourself - send us your resume and/or qualification. Interviews scheduled quickly.

44 Portland St, Holyoke, MA 01040, USA

Negotiable Salary

Senior Financial Planner63843466414593124

Workable

Senior Financial Planner

We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success. Requirements Education: Bachelor's degree in finance, business, accounting, or a related field (Master’s degree preferred). Certifications: CFP® (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus. Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles. Technical Skills: Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro). Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management. Experience with CRM systems (e.g., Salesforce) and portfolio management tools. Benefits Competitive base salary with performance-based bonuses. Comprehensive health, dental, and vision insurance. 401(k) plan with company match. Professional development opportunities, including continuing education reimbursement. A collaborative and client-focused work environment.

Avon, CT, USA

Negotiable Salary

💼 Stock Brokers Wanted: Commissions + Residual Income 💼63580598537731125

Craigslist

💼 Stock Brokers Wanted: Commissions + Residual Income 💼

Do you have the sales skills to close investors over the phone? We’re searching for motivated brokers and financial salespeople ready to cold call and pitch exciting new investment ideas. What You Get: • Get paid fast: Commission per investor you bring in • Residuals for life: Keep earning every time your client invests again • Unlimited upside – the harder you hustle, the more you make What We’re Looking For: • Brokers / sales closers hungry for results • Comfortable making outbound calls • Strong communicator with confidence to win over investors If you’re a closer who thrives on the phone and wants recurring income potential, this is the opportunity for you. 📩 Reply with your info and let’s talk.

640 W Main St, Waterbury, CT 06710, USA

Negotiable Salary

Financial Planning Specialist63392089416451126

Workable

Financial Planning Specialist

Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals. You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice. Key Responsibilities: Analyze clients' financial situations, investment portfolios, and goals to provide tailored planning recommendations. Prepare and present detailed financial plans, including retirement, tax, and estate planning strategies. Stay updated on market trends, financial products, and regulatory changes to provide accurate and relevant advice. Work collaboratively with team members to support client communications and ongoing relationship management. Assist in the development of educational materials and seminars for clients. Requirements Bachelor’s degree in finance, economics, or a related field. Minimum of 3-5 years of experience in financial planning or a related advisory role. CFP certification or in progress is preferred. Strong analytical and problem-solving skills with a keen attention to detail. Excellent communication and interpersonal skills to build relationships with clients and team members. Proficient in financial planning software and Microsoft Office Suite. Benefits Competitive base salary with performance-based bonuses. Comprehensive health, dental, and vision insurance. 401(k) plan with company match. Professional development opportunities, including continuing education reimbursement. A collaborative and client-focused work environment.

Avon, CT, USA

Negotiable Salary

Associate Financial Advisor - Bergenn Financial Group63392080314627127

Workable

Associate Financial Advisor - Bergenn Financial Group

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 will 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 should have some clients for whom they are the advisor of record. Certificates, Licenses, Registration Series 7 & 66 or 7, 63 & 65 Life & Health licenses prefered but not required. Benefits Paid time off Retirement Plan with Matching Contribution Group life and disability are available

West Hartford, CT, USA

Negotiable Salary

Associate Financial Advisor63393540480515128

Workable

Associate Financial Advisor

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele. This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor. This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience. Requirements · Minimum 3-5 years of experience in financial advising · Life, Health and Accident License – State of CT · FINRA Series 7 and FINRA 66 License · Well organized with the ability to manage time effectively with multiple priorities · Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics · Clean record with SEC and FINRA Skills Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning Coachable and trainable to fit the culture of the company and succeed in a service-orientated business Benefits Annual base income $48,000 plus competitive grid payout

Hartford, CT, USA

$48,000/year

Workable

401(k) Specialist

Kestra Financial Independent Advisor is looking for a knowledgeable and detail-oriented 401(k) Specialist to join our team. In this role, you will be responsible for managing and administering 401(k) plans for our clients, ensuring compliance with regulatory requirements and providing excellent service to plan participants. You will work closely with clients to tailor solutions that meet their retirement needs, educate employees about their options, and assist with any inquiries related to their 401(k) plans. A strong understanding of retirement plan regulations and the ability to navigate complex financial concepts will be essential for success in this position. You will also collaborate with internal teams to deliver contributions and distributions accurately and on time, all while maintaining a client-focused approach. If you are passionate about helping others plan for their financial future and possess a meticulous attention to detail, we would love to hear from you! Responsibilities · Oversee and manage 401(k) plans for clients to ensure compliance with ERISA and IRS regulations · Provide education and communication to plan participants regarding their benefits and options · Assist with plan documentation, reporting, and recordkeeping · Respond to client inquiries and resolve issues related to plan administration · Monitor plan performance and make recommendations for improvements · Stay updated on regulatory changes impacting retirement plans and communicate relevant information to clients · Work collaboratively with compliance and accounting teams to ensure accuracy in plan management Requirements Bachelor's degree in finance, business, or a related field preferred Minimum of 2 years of experience in 401(k) plan administration or similar retirement plan experience Strong understanding of ERISA, IRS regulations, and compliance issues related to 401(k) plans Excellent communication and interpersonal skills Detail-oriented with strong analytical and problem-solving skills Proficient in Microsoft Office Suite and retirement plan recordkeeping systems Ability to work independently and manage multiple priorities effectively Benefits Paid Holidays and Paid Time Off Retirement plan with employer match Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) Training & Development

Avon, CT, USA

Negotiable Salary

Workable

Staff Accountant

At Foley, we are revolutionizing the way companies recruit, screen, and monitor drivers. This is an exciting time for us as we scale our B2B vertical SaaS business and modernize our products for the future. If you are a strategic thinker who thrives in complexity, is energized by impact, and wants to work with a team passionate about building great products and helping customers, we would love to talk to you. We believe in Teammateship, Grit and Innovation …. our core values. Whether collaborating internally or assisting customers, we approach every challenge with humor, optimism, and a commitment to success. STAFF ACCOUNTANT We’re seeking a detail-oriented Staff Accountant with 3–5 years of experience to support our growing finance and accounting operations. This role will be responsible for executing core accounting functions including month-end closing, journal entries, account reconciliations, and financial reporting. The ideal candidate is tech-savvy, thrives in a fast-paced SaaS environment, and brings a strong understanding of GAAP and accounting best practices, along with the ability to work with large and complex data sets. This is a REMOTE option- Those residing in AZ, CT, FL, GA, IL, IN, MA, NE, NH, NJ, NY, NC, PA, SC, TN, TX, MI & WI are welcome to apply! The compensation for this position starts at $70,000 annually plus an annual bonus opportunity! WHAT YOU WILL DO Prepare and post journal entries and accruals in accordance with GAAP Perform monthly account reconciliations and bank reconciliations Assist with month-end and year-end close processes Support AR and AP processing and analysis Maintain accurate general ledger accounts and financial records Assist with revenue recognition and deferred revenue accounting Analyze large volumes of financial and operational data to identify trends, variances, and opportunities for efficiency Support audits by providing required documentation and analysis Partner with cross-functional teams to gather financial data and insights Continuously improving processes and contributing to systems enhancements Help maintain compliance with internal controls and accounting policies WHAT WE’D LIKE YOU TO HAVE Bachelor’s degree in accounting, finance, or related field 4-6 years of relevant accounting experience (SaaS or tech industry preferred) Solid understanding of GAAP; experience with ASC 606 is a plus Proven ability to work with large datasets to perform reconciliations, identify discrepancies, and drive insight Proficiency in accounting software Advanced Excel skills (e.g., VLOOKUP, pivot tables, data analysis tools) Strong analytical thinking and high attention to detail Excellent communication skills and a proactive, team-oriented mindset WHAT YOU’LL LOVE ABOUT FOLEY The People: Our close-knit, exceptionally talented teams are the heart of Foley. Our employees and customers consistently highlight our team spirit. Check out our customer feedback on Trustpilot. Outstanding Benefits: Choose from 3 medical plans, 2 levels of dental, and 2 levels of vision plans. Enjoy generous vacation, sick, and personal time off, plus a 401K plan with a match. We support your well-being so you can live your best life. Ideas Over Egos: In our entrepreneurial environment, you have the freedom to explore new ideas and approaches, backed by a collaborative team. Professional Growth: We prioritize internal growth and encourage employees to apply for new opportunities. Our People Operations team is here to help you plan and achieve your career goals. Our Environment: We celebrate success and believe in transparency and teamwork. We invest in collaboration tools to ensure face-to-face interactions, even in a virtual space. Many of our roles are remote, but we ensure our employees remain engaged and connected. What We Do, How We Do It Many companies handle recruitment, background screening, and regulatory management in a fragmented way, using different vendors for recruitment, screening, and regulatory requirements. This approach is inefficient, costly, and increases the risk of overlooking important details. At Foley, we offer a seamless platform that manages recruitment, screening, and regulatory requirements under one roof. By integrating powerful technology with our deep expertise, we provide comprehensive and superior experience for our customers. Where We're Headed We are continuously developing new solutions to address future challenges in recruitment, screening, and regulatory management. Our focus is on leveraging extensive data collection and innovative technologies, such as predictive analytics, to identify top talent and assess company risks. Our goal is to deliver cutting-edge solutions that drive success. What It's Like to Work with Us Diving Deep: Become an expert in a niche industry. Continual Growth: Advance your career and skills. Lifelong Friends: Build lasting relationships along the way. We are a 250+ person company on the brink of explosive growth, thanks to our AI-powered technology and predictive analytics. If you're ready to join our journey, visit us at www.foley.io Keywords: Senior Accountant Financial Analyst Accounting Specialist Revenue Accountant Financial Reporting Accountant

Hartford, CT, USA

$70,000