Our mission: Enrich as many lives as possible.

Our vision: Be the premier provider of financial services in the United States.

We are always looking for bright, energetic, hard-working, creative people to help make our mission and vision our reality.

 

Then you want to be with Barnum!

Open Positions

On-site  Full-time  Entry level

Job title

Financial Services Representative

Location

Shelton, CT; Elmsford, NY; New York City; Warwick, RI; Rockland, MA; Glastonbury, CT; Stamford, CT; Warren, NJ

About the job

Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you’ll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth.

We provide a powerful combination of support including:

  • our extensive training program, Advisor Pro.
  • personal coaching from proven winners
  • customized marketing support to help you acquire clients and build your brand
  • access to a broad range of products to meet client needs
  • tools to manage your practice and support the sales process

 

“Projections show that 237,000 new advisors are needed over the next decade to meet the demand for financial advice and guidance.”* So, consider a career in a growth industry where you can get the satisfaction of helping people take the needed steps to enjoy a secure financial future.

Duties and responsibilities

· Prospecting, networking and obtaining clients through various methods and strategies.

· Participate in our state of the art Advisor Pro Training program.

· Developing and maintaining long-term relationships with clients.

· Providing financial solutions for clients through fact gathering and needs analyses.

· Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates.

Qualifications

• Strong interpersonal, organizational and communication skills.

• Self-starter who is goal oriented

• Team player with a hearty work ethic

• BA, BS, and/or Graduate Degree or equivalent work experience

 

* https://www.investmentnews.com/independent-ria-route-is-good-way-to-join-the-business-48027

 
 
 

About the job

Primary responsibility is to act as the liaison between the Firm Financial Advisors, the Wealth Strategies Division’s Financial Planning team, and the home office. All requests are filtered through the Paraplanner to ensure consistency and effective communication throughout the process. Responsible for tracking, processing, and assigning all requests.

Duties and responsibilities

• Manage work flow between advisors, Coordinators, Financial Planning Consultants, and the home office to ensure timely processing and delivery.

• Processing and tracking all WSD requests.

• Assist advisors in understanding overall financial planning services.

• Prepare correspondence and track the financial planning team’s progress through metrics.

• Support the department with other initiatives as determined by the VP Financial Planning. This includes, but is not limited to: marketing, presentations, training and disseminating information.

• Assist in implementing new strategies for more efficient communication with advisors.

• Promote the financial planning value proposition in the Firm.

Qualifications

• Excellent organizational skills in a fast-paced environment

• Ability to work independently while impacting team results

• Strong computer skills / Microsoft Excel skills a plus

• Excellent communication skills

• Outstanding writing skills

• Ability to assimilate new data quickly

About the job

This position’s primary responsibility is to act as a liaison between the firm’s financial advisors, their clients, and the Wealth Strategies Division throughout the case design process. Primary responsibilities include data entry for financial planning analysis, running and designing product illustration requests, and identifying opportunities for sales.

Duties and responsibilitiesUse financial planning software to create analysesRun and design product illustrations for advisors including; life insurance, annuities, disability insurance, long term care insurance, and investment for various carriersEffectively communicate with advisors in order to gather the information needed to complete requestsPresent analyses and product illustrations to advisorsProvide required applications for each productEfficiently track and monitor workflow through SalesforceSupport the department with other initiatives as determined by the management. This includes, but is not limited to: marketing, presentations, training and disseminating information.

Qualifications

  • Ability to work independently while impacting team results
  • Strong computer skills
  • Excellent communication skills
  • Outstanding writing and research skills
  • Highly organized to meet concurrent project deadlines
  • Knowledge of Financial Plan based software a plus
  • Ability to assimilate new data quickly
  • Ability to multi-task in a fast-paced environment

About the job

We are seeking an Agency Technology Specialist to drive technology adoption and ensure compliance with our technology standards and protocols. This role involves influencing technology adoption across the organization, securing company and client data, and managing device lifecycle processes. The ideal candidate will demonstrate exceptional interpersonal skills to effectively communicate technical concepts across diverse technology expertise levels, showcasing a professional presence, strong time management, and excellent organizational skills.

Key Responsibilities:

· Technology Adoption: Proactively educate users about technology and standards through a structured onboarding process. Implement new technology initiatives by educating staff and utilizing change management strategies to enhance awareness and adoption.

  • Device Management: Oversee the onboarding and offboarding of laptops, desktops, and mobile devices to meet compliance and regulatory standards. Provide leadership with data for technology initiative discussions and budget planning. Maintain an inventory of all devices and office equipment.
  • Cyber Security: Respond urgently to cyber threats, including malware, ransomware, and phishing attacks. Collaborate with Enterprise Cyber Security to address threats and educate end users on cyber security trends and best practices.

What We Look For:

A candidate with a strong technical background and excellent interpersonal skills to serve as an influencer in a fast-paced and ever-changing environment. The ability to pivot as needed and a professional demeanor are essential.

Qualifications:

  • 1 or more years of experience in the Information Technology industry.
  • Bachelor’s degree preferred, not required.
  • Certifications preferred, not required (A+, SEC+, NET+, MCP)
  • Ability to configure and troubleshoot mobile devices, including iPads and other tablets, iPhones, and Android smart phones.
  • Ability to independently repair a personal computer, install and configure Windows operating systems and software, Mac OS and Windows Server network operating systems and train and end user in successful operation of PC workstation software.
  • Strong understanding of cyber security principles and best practices.
  • Excellent communication and organizational skills.
  • Ability to manage multiple priorities in a dynamic environment.
  • Desire to pursue continuing education opportunities.

To learn more about the opportunities available at Barnum, please fill out the form below!

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What's it like working at Barnum?

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Additional Resource Departments at Barnum

Our case design consultants support both our clients and financial professionals with advanced analytics and other tools to create plans that can help enrich lives.

Our Marketing team is responsible for increasing brand awareness, supporting our financial professional’s client acquisition and retention efforts, and driving individuals and businesses to Barnum’s products and services.

Our Compliance team develops policies, procedures, and trainings to help ensure everyone at the firm complies with our outside legal and regulatory requirements as well as internal policies.

Our Client Services team strengthens client relationships by providing timely assistance and information.

Our Financial Wellness team works with our financial professionals to develop and manage relationships with corporations and other entities who look to Barnum to provide financial wellness programs to their employees.

Our Talent Acquisition team identifies and recruits financial professionals who can benefit from Barnum’s unique business building value proposition.

Our Finance team is responsible for budgeting and financial management as well as the financial integrity of the firm.

Our Operations team ensures that the end-to-end process of placing and servicing business is completed in an efficient manner.

Technology has become an important differentiator in our industry. Our Business Intelligence team leverages internal and external resources, including Salesforce, and develops proprietary applications to drive productivity and profitability.

Our Product Specialists provide our financial professionals with timely sales ideas, strategic recommendations for complex situations, up-to-date product information, and skills training.

Our HR team is responsible for managing the employee life cycle, including recruiting, hiring, and onboarding.

Our Training and Development team delivers a range of programs to help our financial professionals and support teams develop new skills, stay current with an ever-changing product landscape, and provide individual coaching.

Our Property and Casualty team partners with financial professionals to obtain the best insurance coverage for each client’s unique needs and situations.

Our Culture