Jobs in the United States

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Added 2 mins ago
DV
Associate Veterinarian
Desert Veterinary Clinic
Yuma, AZ
- $200,000 to $300,000 USD / year
Desert Veterinary Clinic is looking for an Associate Veterinarian to join the team! Desert Vet Clinic has been serving the city of Yuma’s pets for over 30 years. They have become a staple…
Added 2 mins ago
CG
STAFFING & DISPATCH COORDINATOR
Compass Group
NEW HYDE PARK, NY
- $53,200 to $60,000 USD / year
Dispatch associates to client sites and locations based on operational needs.
Added 2 mins ago
SOUS CHEF- RAYNHAM, MA
Compass Group
Raynham, MA
…industries. As a member of Eurest's leadership and professional support team, you will help our 16,000 chefs, and in-unit associates excel as they deliver world-class meals in corporate…
Added 2 mins ago
GENERAL MANAGER - REDMOND WA
Compass Group
Redmond, WA
…industries. As a member of Eurest's leadership and professional support team, you will help our 16,000 chefs, and in-unit associates excel as they deliver world-class meals in corporate…
Added 2 mins ago
FOOD SERVICE MANAGER- ORLANDO, FL
Compass Group
ORLANDO, FL
…industries. As a member of Eurest's leadership and professional support team, you will help our 16,000 chefs, and in-unit associates excel as they deliver world-class meals in corporate…
Added 2 mins ago
RD
Billing Associate
RR Donnelley
Wheeling, WV
- $35,400 to $48,800 USD / year
The Billing Associate provides a variety of administrative support functions to a site, office and/or client, which may include tasks such as expense reports, time entry, invoice entry,…
Added 2 mins ago
CG
Executive Chef
Compass Group
AUSTIN, TX
- $80,000 to $85,000 USD / year
…industries. As a member of Eurest's leadership and professional support team, you will help our 16,000 chefs, and in-unit associates excel as they deliver world-class meals in corporate…
Added 2 mins ago
RD
Sr. Reprographics Associate
RR Donnelley
Los Angeles, CA
- $19.13 to $26.44 USD / hour
The Sr. Reprographics Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not limited to reprographics…
Added 2 mins ago
EVS Operations Manager
Compass Group
DETROIT, MI
At least 1 year of supervisory experience in support service related field with high customer/client contact.
Added 2 mins ago
EVENTIONS MARKETING MANAGER - REDMOND, WA
Compass Group
Redmond, WA
Experience in developing and supporting marketing support for business development/client relationship strategies
Added 2 mins ago
DIR, DINING SERVICES II - NORTHEASTERN UNIVERSITY - BOSTON, MA
Compass Group
BOSTON, MA
…Boston, MA. In this role, you will advise and provide hands-on support in the day-to-day operations and financial success of one or more foodservice locations on the campus. This includes…
Added 2 mins ago
DATA PRODUCT MANAGER
Compass Group
Chesterbrook, PA
…Facilities Maintenance & Engineering, ESG Programming, Laboratory Support Services, Janitorial & Industrial Cleaning, Landscaping & Grounds Management, Workplace Solutions and Managed…
Added 3 mins ago
A
Labeling Specialist
Actalent
Carlsbad, CA
- $25 to $32 USD / hour
We are seeking a detail-oriented Labeling Documentation Specialist to support product labeling, document control, and change management activities within a regulated medical device…
Added 3 mins ago
Public Relations Junior Associate
Avenue Z, Inc.
New York, NY
Avenue Z, a leading media and tech company, is seeking an enthusiastic and detail-oriented Junior Associate to join our growing Public Relations team. This entry-level position offers the…
Added 4 mins ago
Manager, Digital Forensics & Expert Services
Consilio LLC
Remote, United States
· Lead and/or support scoping calls for new matters
Added 4 mins ago
Leasing Consultant (Lease-Up) - Chorus Asheville
Greystar Management Services, LLC
Asheville, NC
…include lead management, CRM utilization, data analysis, event support, and collaboration with the Lifestyle Coordinator to enhance resident engagement. The Sales Consultant upholds…
Added 4 mins ago
KS
Operations Supervisor (SPA/ENG)
Kelly Services
Santa Teresa, NM
- $52,000 USD / year
Kelly Services is seeking an experienced, bilingual Operations Supervisor for a confidential client’s automotive distribution center in Santa Teresa, New Mexico. In this onsite role, you’ll…
Added 5 mins ago
Associate Banker, 30 Hours, Wayne, PA - Devon Square Branch
JPMC page
Wayne, PA
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 5 mins ago
Branch Operations Lead - Yuma West Branch- Yuma, AZ
JPMC page
Yuma, AZ
Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
Added 6 mins ago
Client/Lab Associate - Oncology I
Quest Diagnostics
Lewisville, TX
Client/Lab Associate - Oncology I - Lewisville, TX, Tuesday to Saturday, 8:00 AM to 4:30 PM
Added 6 mins ago
Health System Services Associate I
Quest Diagnostics
Lewisville, TX
Health System Services Associate I - Lewisville, TX, Tuesday to Saturday, 8:00 AM to 5:00 PM
Added 8 mins ago
Senior Consumer Engagement Professional
Go365, LLC
Remote, United States
Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal…
Added 8 mins ago
Registered Nurse (RN), Pain Clinic, Salt Lake City, UT
Vighter Management Group Llc
Salt Lake City, UT
…that they are expected to share externally with every Vighter client and…
Added 9 mins ago
Database Administrator
NTT Managed Services Americas, LLC
Remote, United States
This role works closely with cross-functional teams to support data-driven applications, troubleshoot issues, and implement robust backup and recovery strategies.
Added 9 mins ago
P
Data Management Associate III
Procom
Evansville, IN
- $40 USD / hour
On behalf of our Data Management client, Procom is searching for a Data Management Associate III for a permanent role. This position is a hybrid position with 4 days onsite at our client’s…

Lead-Advisor

Financial Advisor’s Assistant

Stamford, CT, United States

$55,000 to $65,000 USD / year

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Job details

Pay: $55,000 to $65,000 USD / year
Apply by: Jan 3, 2027
Posting language: English
Posted: Nov 4, 2026

Original job description

General Responsibilities

The Sales Support Associate role is instrumental in integrating insurance, investment & planning services into our advisor's practices. You will support sales efforts by preparing essential materials, facilitating client onboarding, and managing account servicing, thereby improving operational efficiency.

Responsibilities:

Planning, Sales, and Service Support · Conduct weekly one-on-one meetings with all Financial Representatives supported

INVESTMENT SERVICES SUPPORT

· Prepare, or collaborate with others, to develop an integrated package for Financial Representatives to deliver to their clients as part of a pre-sale package · Proposal and Case Preparation o Deliver comprehensive pre-sale kits including investment reports, account opening forms, and strategy proposals to support client investment solutions.

· Onboarding and Funding o Manage and streamline client onboarding, account openings, and funding instructions to enable efficient client service.

· Account Servicing:

o Handle asset movements, account maintenance, and trading requests promptly, ensuring seamless client experience. o Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests

INSURANCE SERVICES SUPPORT

· Compile detailed client review/meeting kits which includes all materials needed for the approach, close, delivery and client review · Prepare, or collaborate with others, to develop consistent, high quality life stage appropriate plans for every Financial Representative subscribing to the support team · Set and adhere to standards such as services offered, pricing, turnaround times and quality. · Participate in Development Team meetings to disseminate and gather information for the betterment of the reps and the office · Maintain compliant electronic client files, complaint files and check and order logs · Manage underwriting process which includes providing, or collaborating with others to provide: o Pre-filling applications o Pre-checking applications for completeness and accuracy o Submitting applications o Scheduling requirements and medical exams o Monitoring of the Daily Status Report (DSR) and take action on cases needing attention o Process, or collaborate with others to complete risk product service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc. o Prepare and manage client communications o Other projects as assigned by Director of Operations

Education and Industry Experience · Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals; including counseling representatives on a variety of proactive approaches and solutions · Strong customer relationship and customer service skills · Strong analytical, problem solving, written and verbal communication skills, with the ability to work well with others · Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment · Committed to professional development (e.g. licensing, registration, designations)

Qualifications

· Preferred: Series 6 and Series 63 or Series 7 and Series 63 (Required within 1 year after hire) · One to three years of securities industry experience preferred. · Degree in finance preferred · Demonstrated computer experience required. Minimum 40-50 wpm · Strong organizational and time management skills with ability to set priorities and meet deadlines · Ability to work with a high degree of accuracy in handling detailed work · Excellent communication skills (verbal and written) with the ability to collaborate effectively with others · Above average math and data entry skills · Ability to multi-task and prioritize · Ability to adapt to change, and identify process improvements

Location: In Stamford office Salary: 55-65k base

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