Careers at Barnum
Our mission: to enrich as many lives as possible.
Our vision: to 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.
- Support your existing clients
- Attract new clients
- Enter new markets
- Grow your practice.
Financial professionals come from all different backgrounds, but they do have some similar traits:
- Ability to listen to what people want and need
- A head for numbers
- Discipline to set goals and manage time effectively
- Entrepreneurial spirit (you will be building a business after all!)
What can you expect from this career?
You can make a significant impact on the lives of the clients you advise.
And, you have a huge opportunity to build a successful business of your own.
What can you expect from Barnum?
You will be a part of an industry-leading professional development program called AdvisorPro, receiving training and mentorship from some of the best in the industry and ongoing support to help you build your business.
Helping clients achieve financial wellness can be very rewarding. We are looking for people who believe in the power of teamwork, integrity, and service to support our financial professionals and their clients.
There are many ways to contribute to a team, including interacting with clients, providing operational support, bringing in new business, and handling administrative responsibilities. You will be able to leverage our cutting-edge technology and ongoing professional development to help you perform your best and make a positive impact in a fun and empowering work environment.
Barnum has many different career paths that contribute to your success, offers growth, and are professionally and personally rewarding.
Your role may be on one of our teams, but collectively we are all part of something bigger: enriching as many lives as possible.
Being part of Barnum includes a full range of benefits for you and your eligible family members, including domestic partners and children, to help empower your health and financial well-being.
Barnum offers two internship tracks for rising college juniors and seniors. The first, AdvisorScholar, is specifically designed for college students interested in exploring a career in financial services. The program combines meaningful work, measurable learning, and one-on-one mentoring.
Second, Barnum has various internships available in its different business units headquartered in Shelton, Connecticut. Interns get to play a valuable role in driving the initiatives of the group they work with.
Do you want to take your business to the next level?
When you join Barnum, you will have access to a depth and breadth of resources committed to helping you:
- Support your existing clients
- Attract new clients
- Enter new markets
- Grow your practice.
We combine the responsiveness, flexibility, and accountability of a closely held business with the depth of service, experience, and expertise of a global leader in protection and investment products and financial planning.
From creating your personalized “marketing musts”, to our internal sales programs, to our value-added corporate lead generation efforts, we offer a range of ways to help you grow. In addition, we offer cutting edge tools to help you gather assets and deepen relationships as well as personal development opportunities to help you be even more effective in attracting and retaining clients. Each department at Barnum is dedicated to providing superior service and support to you and your clients.
Financial professionals come from all different backgrounds, but they do have some similar traits:
- Ability to listen to what people want and need
- A head for numbers
- Discipline to set goals and manage time effectively
- Entrepreneurial spirit (you will be building a business after all!)
What can you expect from this career?
You can make a significant impact on the lives of the clients you advise.
And, you have a huge opportunity to build a successful business of your own.
What can you expect from Barnum?
You will be a part of an industry-leading professional development program called AdvisorPro, receiving training and mentorship from some of the best in the industry, and ongoing support to help you build your business.
Helping clients achieve financial wellness can be very rewarding. We are looking for people who believe in the power of teamwork, integrity, and service to support our advisors and their clients.
There are many ways to contribute to a financial professional team including interacting with clients, providing operational support, bringing in new business, and handling administrative responsibilities. You will be able to leverage our cutting-edge technology and ongoing professional development to help you perform your best and make a positive impact in a fun and empowering work environment.
Barnum has many different career paths that contribute to our success, offers growth, and are professionally and personally rewarding.
Your role may be on one of our teams but collectively we are all part of something bigger: enriching as many lives as possible.
Being part of Barnum includes a full range of benefits for you and your eligible family members, including domestic partners and children, to help empower your health and financial well-being.
Barnum offers two internship tracks for rising college juniors and seniors. The first, AdvisorScholar, is specifically designed for college students interested in exploring a career in financial services. The program combines, meaningful work, measurable learning, and one-on-one mentoring.
Additionally, Barnum has various internships available in its different business units headquartered in Shelton, Connecticut. Interns get to play a valuable role in driving the initiatives of the group they work with.
Additional Resource Departments at Barnum
Financial Planning
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.
Operations
Our Operations team ensures that the end-to-end process of placing and servicing business is completed in an efficient manner.
Marketing
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.
Business Intelligence
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.
Compliance
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.
Product Specialist
Our Product Specialists provide our financial professionals with timely sales ideas, strategic recommendations for complex situations, up-to-date product information, and skills training.
Client Services
Our Client Services team strengthens client relationships by providing timely assistance and information.
Human Resources
Our HR team is responsible for managing the employee life cycle, including recruiting, hiring, and onboarding.
Financial Wellness
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.
Training and Development
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.
Talent Acquisition
Our Talent Acquisition team identifies and recruits financial professionals who can benefit from Barnum’s unique business building value proposition.
Property and Casualty Specialists
Our Property and Casualty team partners with financial professionals to obtain the best insurance coverage for each client’s unique needs and situations.
Finance
Our Finance team is responsible for budgeting and financial management as well as the financial integrity of the firm.
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