Cnect
51 - 200 employees
👥 HR Tech
🎯 Recruiter
☁️ SaaS
HR Tech • Recruitment • SaaS
Cnect is a company that provides an innovative platform for connecting candidates with employers to streamline the hiring process. It offers features such as enhanced profile visibility, real-time notifications, direct messaging, and AI integration to improve job search efficiency for candidates and simplify the hiring process for employers. Cnect includes tools for transforming resumes into digital profiles and enables employers to cultivate candidate relationships through personalized communication and real-time messaging. With Cnect, businesses in various industries can find and onboard the best candidates more efficiently. The platform is available as a mobile app, enabling users to engage with the hiring process from anywhere.
Senior Wealth Manager
🕒 October 23, 2025
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Cnect
51 - 200 employees
👥 HR Tech
🎯 Recruiter
☁️ SaaS
HR Tech • Recruitment • SaaS
Cnect is a company that provides an innovative platform for connecting candidates with employers to streamline the hiring process. It offers features such as enhanced profile visibility, real-time notifications, direct messaging, and AI integration to improve job search efficiency for candidates and simplify the hiring process for employers. Cnect includes tools for transforming resumes into digital profiles and enables employers to cultivate candidate relationships through personalized communication and real-time messaging. With Cnect, businesses in various industries can find and onboard the best candidates more efficiently. The platform is available as a mobile app, enabling users to engage with the hiring process from anywhere.
📋 Description
• Source and acquire new clients to build business • Use TRPG generated leads, referral leads, and outbound calling leads to educate and convert into clients through the Wealth Accelerator Process • Follow up with prospective clients, maximize relationships, create referrals and referral partnership • Work with prospective clients and current clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial plan • Develop and maintain a base of clients who value your input and guidance • Work with clients to keep their financial plans current and aligned with their goals • Maximize relationships, create referrals and keep SalesForce updated • Research industry guidelines. Stay up to date with current events and market trends • Comply with current policies and procedures for financial, investment, tax and insurance industry
🎯 Requirements
• At least 5 years of Financial Services industry experience • At least 3 years of experience as a planning based Advisor • FINRA Series 65 License or 7 and 66 • CFP designation is preferred • Proficient in MS Office Suite and CRMs
🏖️ Benefits
• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. • Easy access to mental health benefits to meet our team members and their families where they are. • 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. • Paid parental leave to support all team members with birth, adoption, and foster. • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Apply Now
