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

Barnum Financial Group – West based in Seattle, WA is growing rapidly and seeking experienced financial advisors to join our team!

The Opportunity

Leverage your experience, personal drive, people skills, and commitment to helping others. As a Financial Advisor with Barnum Financial Group – West, you will develop the knowledge and skills needed to provide important guidance to people looking to protect and build their wealth.

We provide a powerful combination of support including:

· Exclusive national partnership program that provides consistent flow of warm appointments

· Personal coaching and mentoring from proven winners.

· Customized marketing support to help you acquire clients.

· Independent platform with access to a broad range of products and services to meet client needs.

· Tools to manage your practice and support the sales process.

Duties and responsibilities

· 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

· Partnering with newer advisors to fill your funnel and senior advisors to expand your skills and revenue.

Qualifications

· Minimum of three years in a sales role in the financial services sector – advisor, planner, or associate.

· Outstanding interpersonal, organizational and communication skills (written and verbal).

· Self-starter who is goal oriented with proven results.

· Team player with strong work ethic

· Insurance license(s), Series 6/63 required. 6/63/65 or 7/66 preferred.

· Bachelor’s degree preferred.

· Professional financial planning designation preferred – e.g., CFP ®, CFA ®, ChFC ®

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000

CRN202602-4037889

About the job

Barnum Financial Group – West based in Seattle, WA is growing rapidly and seeking experienced financial advisors to join our team!

The Opportunity

Leverage your experience, personal drive, people skills, and commitment to helping others. As a Financial Advisor with Barnum Financial Group – West, you will develop the knowledge and skills needed to provide important guidance to people looking to protect and build their wealth.

We provide a powerful combination of support including:

  • Exclusive national partnership program that provides consistent flow of warm appointments
  • Personal coaching and mentoring from proven winners.
  • Customized marketing support to help you acquire clients.
  • Independent platform with access to a broad range of products and services to meet client needs.
  • Tools to manage your practice and support the sales process.

Duties and responsibilities

  • 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
  • Partnering with newer advisors to fill your funnel and senior advisors to expand your skills and revenue.

Qualifications

  • Minimum of three years in a sales role in the financial services sector – advisor, planner, or associate.
  • Outstanding interpersonal, organizational and communication skills (written and verbal).
  • Self-starter who is goal oriented with proven results.
  • Team player with strong work ethic
  • Insurance license(s), Series 6/63 required. 6/63/65 or 7/66 preferred.
  • Bachelor’s degree preferred.
  • Professional financial planning designation preferred – e.g., CFP ®, CIMA ®, CFA ®, ChFC ®

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000

CRN202602-4037889

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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