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Esta es una excelente manera de unirse y crecer con un equipo, transferir su cartera de negocios existente y mantener la estabilidad financiera mientras avanza en su carrera para centrarse en ofrecer la mejor experiencia al cliente.\r\nRequisitos\r\n·       Experiencia mínima de 3-5 años en asesoría financiera \r\n·       Licencia de Vida, Salud y Accidentes – Estado de CT\r\n·       Licencias FINRA Serie 7 y FINRA 66\r\n·       Buenas habilidades organizativas y capacidad para gestionar eficazmente el tiempo con múltiples prioridades\r\n·       Excelente comunicación verbal, escucha activa, pensamiento crítico, sólida ética\r\n·       Historial limpio con la SEC y FINRA\r\n\r\n\r\nHabilidades\r\nConfiable, sincero, carismático y con disposición social, capaz de iniciar y mantener conversaciones con una diversa demografía de personas\r\nDemuestra un profundo conocimiento de los mercados financieros y puede simplificar eficazmente conceptos financieros complejos mientras construye relaciones con los clientes\r\nAlgunos conocimientos y capacidad para aprender más sobre fideicomisos, planificación patrimonial, planificación fiscal, seguros y planificación financiera compleja\r\nDispuesto a recibir orientación y capacitación para adaptarse a la cultura de la empresa y tener éxito en un negocio orientado al servicio\r\nBeneficios\r\nIngreso base anual de $48,000 más pago competitivo por cuadrícula","price":"$48,000/año","unit":"per year","currency":null,"company":"Workable","language":"es","online":1,"infoType":1,"biz":"jobs","postDate":"1756714765000","seoName":"associate-financial-advisor","supplement":null,"author":null,"originalPrice":null,"soldCnt":null,"topSeller":null,"source":1,"cardType":null,"action":"https://us.ok.com/es/city-hartford6/cate-other26/associate-financial-advisor-6339354048051512/","localIds":"7","cateId":null,"tid":null,"logParams":{"tid":"adc1f442-5a8e-4f66-b211-441fa24b174f","sid":"c9abdf86-b0a4-4745-9cc9-4c14cbcb616f"},"attrParams":{"summary":null,"highLight":["Unirse al equipo de gestión patrimonial independiente","Base competitiva + pago por cuadrícula","Se requiere experiencia de 3-5 años en asesoría financiera"],"employment":[{"icon":"https://sgj1.ok.com/yongjia/bkimg/8hvituaa__w72_h72.webp","name":"Tipo de empleo","value":"Tiempo completo","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/is8j0f44__w72_h72.webp","name":"Modalidad de trabajo","value":"Presencial","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/ji66qqr0__w72_h72.webp","name":null,"value":"Connecticut","unit":null}]},"addDate":1755262035003,"categoryName":"Otro","postCode":null,"secondCateCode":"banking-financial-services","kycTag":null,"pictureUrls":null,"priceDetail":null,"featureLabels":null,"supplementList":null,"soldCntStr":null,"companyLogo":null,"reportStatus":null,"isFavorite":false},{"category":"4000,4050,4060","location":"Avon, CT, USA","infoId":"6349993394598512","pictureUrl":"https://uspic1.ok.com/post/image/fc2dfa4f-dccd-4b5b-b64c-e4037dc4d35f.jpg","videos":null,"title":"Especialista en 401(k)","content":"Kestra Financial Independent Advisor busca un Especialista en 401(k) con conocimientos y orientado al detalle para unirse a nuestro equipo. En este puesto, será responsable de gestionar y administrar planes 401(k) para nuestros clientes, garantizando el cumplimiento de los requisitos reglamentarios y ofreciendo un excelente servicio a los participantes del plan. Trabajará estrechamente con los clientes para adaptar soluciones que satisfagan sus necesidades de jubilación, educar a los empleados sobre sus opciones y ayudar con cualquier consulta relacionada con sus planes 401(k). Será esencial para el éxito en este puesto contar con un sólido conocimiento de las normativas de planes de jubilación y la capacidad de manejar conceptos financieros complejos. También colaborará con equipos internos para entregar contribuciones y distribuciones con precisión y a tiempo, manteniendo siempre un enfoque centrado en el cliente. ¡Si está apasionado por ayudar a otros a planificar su futuro financiero y posee una atención meticulosa al detalle, nos encantaría saber de usted!\r\nResponsabilidades\r\n·         Supervisar y gestionar planes 401(k) para clientes, garantizando el cumplimiento de las normativas ERISA e IRS\r\n·         Proporcionar educación y comunicación a los participantes del plan sobre sus beneficios y opciones\r\n·         Asistir con la documentación del plan, informes y mantenimiento de registros\r\n·         Responder a consultas de clientes y resolver problemas relacionados con la administración del plan\r\n·         Monitorear el rendimiento del plan y hacer recomendaciones de mejora\r\n·         Mantenerse actualizado sobre cambios reglamentarios que afecten a los planes de jubilación y comunicar información relevante a los clientes\r\n·         Colaborar estrechamente con los equipos de cumplimiento y contabilidad para garantizar la precisión en la gestión del plan\r\n \r\nRequisitos\r\n Título universitario en finanzas, negocios o campo relacionado preferido\r\n Mínimo 2 años de experiencia en la administración de planes 401(k) o experiencia similar en planes de jubilación\r\n Sólido conocimiento de ERISA, las normativas del IRS y cuestiones de cumplimiento relacionadas con planes 401(k)\r\n Excelentes habilidades de comunicación e interpersonales\r\n Orientado al detalle, con sólidas habilidades analíticas y de resolución de problemas\r\n Dominio del paquete Microsoft Office y de los sistemas de mantenimiento de registros de planes de jubilación\r\n Capacidad para trabajar de forma independiente y gestionar eficazmente múltiples prioridades\r\n  \r\n \r\nBeneficios\r\nDías festivos pagados y tiempo libre remunerado\r\nPlan de jubilación con aporte patronal \r\n Plan de jubilación (401k, IRA)\r\n Tiempo libre remunerado (vacaciones, enfermedad y días festivos públicos)\r\n Capacitación y desarrollo\r\n ","price":"","unit":"per year","currency":null,"company":"Workable","language":"es","online":1,"infoType":1,"biz":"jobs","postDate":"1756713286000","seoName":"401-k-specialist","supplement":null,"author":null,"originalPrice":null,"soldCnt":null,"topSeller":null,"source":1,"cardType":null,"action":"https://us.ok.com/es/city-hartford6/cate-financial-planning/401-k-specialist-6349993394598512/","localIds":"7","cateId":null,"tid":null,"logParams":{"tid":"ba678cec-4f9c-42e5-8fbc-54cecac3a3bd","sid":"c9abdf86-b0a4-4745-9cc9-4c14cbcb616f"},"attrParams":{"summary":null,"highLight":["Gestionar planes 401(k) para clientes","Garantizar el cumplimiento de las normativas ERISA e IRS","Proporcionar educación sobre planes de jubilación"],"employment":[{"icon":"https://sgj1.ok.com/yongjia/bkimg/8hvituaa__w72_h72.webp","name":"Tipo de empleo","value":"Tiempo completo","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/is8j0f44__w72_h72.webp","name":"Modalidad de trabajo","value":"Presencial","unit":null},{"icon":"https://sgj1.ok.com/yongjia/bkimg/ji66qqr0__w72_h72.webp","name":null,"value":"Connecticut","unit":null}]},"addDate":1756093233953,"categoryName":"Planificación Financiera","postCode":null,"secondCateCode":"banking-financial-services","kycTag":null,"pictureUrls":null,"priceDetail":null,"featureLabels":null,"supplementList":null,"soldCntStr":null,"companyLogo":null,"reportStatus":null,"isFavorite":false},{"category":"4000,4050,4067","location":"Hartford, CT, USA","infoId":"6339353221453112","pictureUrl":"https://uspic1.ok.com/post/image/fc2dfa4f-dccd-4b5b-b64c-e4037dc4d35f.jpg","videos":null,"title":"Contador empleado","content":"En Foley, estamos revolucionando la forma en que las empresas reclutan, seleccionan y supervisan a sus conductores. Este es un momento emocionante para nosotros, ya que estamos escalando nuestro negocio B2B de software como servicio vertical y modernizando nuestros productos para el futuro. Si eres un pensador estratégico que se desenvuelve bien en entornos complejos, te motiva el impacto y deseas trabajar con un equipo apasionado por crear excelentes productos y ayudar a los clientes, nos encantaría hablar contigo. \nCreemos en el compañerismo, la tenacidad y la innovación, nuestros valores fundamentales. Ya sea colaborando internamente o ayudando a los clientes, enfrentamos cada desafío con humor, optimismo y un compromiso con el éxito. \n\nCONTADOR STAFF \nBuscamos un contador meticuloso con 3 a 5 años de experiencia para apoyar nuestras crecientes operaciones financieras y contables. Este puesto será responsable de ejecutar funciones contables clave, incluyendo el cierre mensual, asientos contables, conciliaciones de cuentas e informes financieros. El candidato ideal es hábil con la tecnología, se desenvuelve bien en un entorno SaaS acelerado y posee un sólido conocimiento de los principios de contabilidad generalmente aceptados (GAAP) y las mejores prácticas contables, además de la capacidad para trabajar con grandes conjuntos de datos complejos. \nEsta posición ofrece la opción de trabajo REMOTO. ¡Personas residentes en AZ, CT, FL, GA, IL, IN, MA, NE, NH, NJ, NY, NC, PA, SC, TN, TX, MI y WI pueden postularse! \nLa remuneración para este puesto comienza en $70,000 anuales, más un bono anual potencial. \n\nLO QUE HARÁS \nPreparar y registrar asientos contables y provisiones de acuerdo con GAAP \nRealizar conciliaciones mensuales de cuentas y bancarias \nApoyar los procesos de cierre mensual y anual \nBrindar apoyo en el procesamiento y análisis de cuentas por cobrar y cuentas por pagar \nMantener cuentas del libro mayor general y registros financieros precisos \nAsistir en la contabilización del reconocimiento de ingresos y los ingresos diferidos \nAnalizar grandes volúmenes de datos financieros y operativos para identificar tendencias, variaciones y oportunidades de mejora de eficiencia \nApoyar auditorías proporcionando documentación y análisis requeridos \nColaborar con equipos multifuncionales para recopilar datos e información financiera \nMejorar continuamente los procesos y contribuir a mejoras en los sistemas \nAyudar a mantener el cumplimiento con los controles internos y políticas contables \n\nLO QUE BUSCAMOS EN TI \nTítulo universitario en contabilidad, finanzas o campo relacionado \n4 a 6 años de experiencia contable relevante (preferiblemente en la industria SaaS o tecnológica) \nConocimiento sólido de GAAP; experiencia con ASC 606 es un plus \nCapacidad demostrada para trabajar con grandes conjuntos de datos realizando conciliaciones, identificando discrepancias y generando información útil \nDominio de software contable \nHabilidades avanzadas en Excel (por ejemplo, BUSCARV, tablas dinámicas, herramientas de análisis de datos) \nPensamiento analítico sólido y gran atención al detalle \nExcelentes habilidades de comunicación y mentalidad proactiva y orientada al trabajo en equipo \n\nLO QUE TE ENCANTARÁ DE FOLEY \nLas personas: Nuestros equipos cercanos y excepcionalmente talentosos son el corazón de Foley. Nuestros empleados y clientes destacan constantemente el espíritu de equipo. Consulta los comentarios de nuestros clientes en Trustpilot. \nExcelentes beneficios: Elige entre 3 planes médicos, 2 niveles de cobertura dental y 2 niveles de cobertura visual. Disfruta de generosos días de vacaciones, enfermedad y tiempo personal, además de un plan 401K con aporte equivalente. Apoyamos tu bienestar para que puedas vivir tu mejor vida. \nIdeas sobre egos: En nuestro entorno emprendedor, tienes la libertad de explorar nuevas ideas y enfoques, respaldado por un equipo colaborativo. \nCrecimiento profesional: Priorizamos el crecimiento interno y animamos a los empleados a postularse a nuevas oportunidades. Nuestro equipo de Operaciones de Personal está aquí para ayudarte a planificar y alcanzar tus metas profesionales. \nNuestro entorno: Celebramos los logros y creemos en la transparencia y el trabajo en equipo. Invertimos en herramientas de colaboración para garantizar interacciones cara a cara, incluso en espacios virtuales. Muchos de nuestros puestos son remotos, pero nos aseguramos de que nuestros empleados sigan comprometidos y conectados. \n\nLo que hacemos, cómo lo hacemos \nMuchas empresas gestionan la contratación, la verificación de antecedentes y la gestión regulatoria de forma fragmentada, utilizando diferentes proveedores para reclutamiento, selección y requisitos regulatorios. Este enfoque es ineficiente, costoso y aumenta el riesgo de pasar por alto detalles importantes. \nEn Foley, ofrecemos una plataforma integrada que gestiona la contratación, la selección y los requisitos regulatorios bajo un mismo techo. Al integrar tecnología avanzada con nuestra amplia experiencia, brindamos una experiencia integral y superior a nuestros clientes. \n\nHacia dónde vamos \nEstamos desarrollando continuamente nuevas soluciones para abordar los desafíos futuros en contratación, selección y gestión regulatoria. Nuestro enfoque se centra en aprovechar la recopilación extensiva de datos y tecnologías innovadoras, como el análisis predictivo, para identificar los mejores talentos y evaluar los riesgos empresariales. Nuestro objetivo es ofrecer soluciones de vanguardia que impulsen el éxito. \n\nCómo es trabajar con nosotros \nProfundizar: Conviértete en un experto en una industria especializada. \nCrecimiento continuo: Impulsa tu carrera y tus habilidades. \nAmigos para toda la vida: Crea relaciones duraderas en el camino. \nSomos una empresa de más de 250 personas al borde de un crecimiento explosivo, gracias a nuestra tecnología impulsada por inteligencia artificial y al análisis predictivo. 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