NewChief Financial Officer Peckham IndustriesChief Financial OfficerBrewster, NYThe Chief Financial Officer (CFO) has a critical role in providing leadership on all matters relating to the finance function ranging from budgeting and forecasting, business analysis, investment, tax and banking operations as well as strategic planning to deliver on growth strategies. Through our extensive network of hot mix asphalt and ready-mix concrete plants, quarries, and liquid asphalt terminals, PII delivers the highest quality materials and custom solutions to thousands of road construction and road maintenance customers.
NewTransaction Advisory Managing Director - Financial Due Diligence (FDD) bdo consultingTransaction Advisory Managing Director - Financial Due Diligence (FDD)Stamford, CT$250,000–$400,000 / yearLeads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.
NewAssurance Director - Asset Management & Financial Services bdo consultingAssurance Director - Asset Management & Financial ServicesStamford, CT$180,000–$265,000 / yearBusiness Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
Finance Manager Page GroupFinance ManagerWestport, CT$110,000–$130,000 / yearFull timeThis newly created Finance Manager, Inventory Planning role sits at the intersection of finance, supply chain, and operations, supporting a growing consumer brand. Our client is a high-growth consumer products company in the athletic and lifestyle space, operating within a fast-paced, inventory-driven environment.
Financial Planning & Analysis (FP&A) Internship Maplewood Senior LivingFinancial Planning & Analysis (FP&A) InternshipWestport, CTLearning Opportunities: During the internship, the candidate will gain exposure to: Multi-site financial management across 18 operating communities. Analyze community-level performance metrics, including occupancy, revenue, labor costs, operating expenses, and resident care statistics.
Director, Financial Planning & Analysis - Shelton, CT (Hybrid) Hubbell IncDirector, Financial Planning & Analysis - Shelton, CT (Hybrid)Shelton, CTThe Electrical Products Director of Financial Planning & Analysis will serve as a key member of the Hubbell Finance leadership team and have responsibility for accurate, timely, transparent financial planning, forecasting and analysis for the Electrical Products (EP) Strategic Business Unit, a significant component of Hubbell Electrical Solutions. Hubbell Utility Solutions (HUS) enable the grid to conduct, communicate and control energy across utility applications and Hubbell Electrical Solutions (HES) are essential to managing power across a wide range of industries and applications.
Manager, Financial Planning & Analysis The Cooper Companies IncManager, Financial Planning & AnalysisTrumbull, CTThe Manager, Financial Planning & Analysis (FP&A) serves as a strategic finance business partner to the Surgical Business Unit (SBU) and International Medical Device commercial organizations within CooperSurgical, a division of CooperCompanies. This highly visible role supports a ~$400M global line of business and plays a critical role in driving financial insight, decision support, and disciplined execution.
Financial Planning & Analysis Supervisor - Cheshire, CT The Lane Construction CorpFinancial Planning & Analysis Supervisor - Cheshire, CTCheshire, CTFor 135 years, it has contributed to the development of the country's transportation systems including the Interstate Highway System and a vast network of roads, bridges, airports, metros, and railways. Lane Construction is one of America's leading construction companies, specializing in large, complex civil infrastructure.
Manager of Financial Planning & Analysis ONS MSO LLCManager of Financial Planning & AnalysisStamford, CTHeadquartered in Stamford, Connecticut, the Spire network spans the Northeast with more than 165 physicians, 1,800 employees, 285 other clinical providers and 40 locations in New York, Connecticut, Rhode Island and Massachusetts. As a Management Services Organization (MSO), Spire provides the infrastructure for administrative operations that allows practices to operate at their highest level, so doctors can focus their efforts on what matters most - patient care.
NewDirector, Financial Planning Edelman Financial Engines LLCDirector, Financial PlanningFarmington, CT$125,000–$350,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Senior Financial Analyst, Investment Planning (Hybrid Schedule) Eversource EnergySenior Financial Analyst, Investment Planning (Hybrid Schedule)Berlin, CT$107,890–$119,880 / yearWorking with field operations, assists in developing Expense and Capital operating budgets which are derived from the Work Plan and performs analysis and reporting of Expense and Capital budget performance for the assigned areas. Current guidelines require employees to work at least three days in the office, including Tuesdays and Wednesdays, with the third day set by the employee and supervisor based on department needs.
Financial Analyst, Investment Planning (Hybrid Schedule) Eversource EnergyFinancial Analyst, Investment Planning (Hybrid Schedule)Berlin, CT$87,900–$97,670 / yearThe Financial Analyst provides financial support to the Operations organization; coordinates and supports the Monthly Financial Reports; develops the departments' financial budgets and five-year financial forecasts; regulatory plans; project analysis; and development of different reports tools. Coordinates and develops financial projections with input from Shared Services' groups and disciplines from across the company includes financial forecasts, regulatory, corporate and field functional areas and accounts.
Demand Planning Lead Spin Master CorpDemand Planning LeadWilton, CT$110,000–$120,000 / yearSpin Master is a fast-paced, hands-on organization that provides many great opportunities for impactful decision-making; though our challenging start-up atmosphere isn't for everyone, we have a proven record of opportunities for future advancement and internal transfers for our passionate and results driven team. Should you require an accommodation, please contact our Talent Acquisition team, by email at TAinquiries@spinmaster.com or by phone at 416 364-6002 and we will work with you to meet your accessibility needs.
Demand Planning Lead Spin Master InternationalDemand Planning LeadWilton, ConnecticutSpin Master is a fast-paced, hands-on organization that provides many great opportunities for impactful decision-making; though our challenging start-up atmosphere isn’t for everyone, we have a proven record of opportunities for future advancement and internal transfers for our passionate and results driven team. Spin Master strives to create an accessible and inclusive application and selection process and is committed to working with and providing reasonable accommodation to job applicants who may require provisions to participate in the recruitment, selection and/or assessment processes.
Workday Adaptive Planning Senior Manager Baker Tilly Virchow KrauseLLPWorkday Adaptive Planning Senior ManagerCT$178,310–$338,030 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Sr. Manager, Planning Analytics COE Stanley Black & Decker IncSr. Manager, Planning Analytics COECT$115,800–$199,800 / yearLearning & Development: Our lifelong learning philosophy means you'll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online university (where you can get certificates and specializations from renowned colleges and universities). Join our top-notch team of approximately 43,500 diverse and high-performing professionals globally who are making their mark on some of the world's most beloved brands, including DEWALT, BLACK+DECKER, CRAFTSMAN, STANLEY, CUB CADET, and HUSTLER.
Tax Manager, Internal Tax Team - Strategy and Planning Deloitte Touche Tohmatsu LtdTax Manager, Internal Tax Team - Strategy and PlanningStamford, CT$97,600–$200,600 / yearThe Strategy and Planning Team within the US Firms Tax ("USFT") group of the Deloitte US Firms is responsible for performing tax research and analyses on US Firms' transactions (e.g., acquisitions, divestitures, and internal restructuring), tracking proposed and enacted federal, state, and local legislation and assessing its impact on the US Firms' entities and its partners, advising other internal functions or our business leadership on the tax consequences of various client and/or vendor obligations, and at times will assist our reporting teams with workpaper preparation and the review of federal partnership returns. Support the team to review and summarize tax-related provisions in legal documents (e.g., purchase and sale agreements, contribution agreements, restructuring documents) for US Firms' transactions to identify tax risks, elections, and post-close action items.
NewSenior Planning Engineer Lee Hecht HarrisonSenior Planning EngineerNew Haven, CT$130,000–$140,000 / yearThis position partners closely with engineering, operations, finance, and regulatory stakeholders to drive data-driven decision-making, improve capital planning processes, and ensure efficient program delivery. A leading utility organization is seeking a Senior Planning Engineer to provide strategic and operational leadership for its Capital Improvement Program (CIP) and long-range infrastructure initiatives.
Transmission Planning Consultant Pyramid Consulting, IncTransmission Planning ConsultantWallingford, CT$62–$68 / hourKey Responsibilities:Performs a broad range of studies and other consulting services such as transmission planning and operational studies consisting of power flow, transient stability, transfer capability, short-circuit, voltage analysis, harmonics analysis, electromagnetic, reliability, and economic dispatch associated with congestion management scenarios. Experience with power system planning and operations; transient stability, short circuit, and voltage analysis; NERC, FERC, and Regional requirements, policies and procedures; production costing; risk assessment techniques; TPL compliance; generator interconnection; or harmonics analysis.
Financial Solutions Advisor Registration Candidate - Newington Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Newington Financial CenterNewington, CT$28.85–$33.65 / hourp>Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Senior Manager, Revenue Planning Amgen IncSenior Manager, Revenue PlanningBridgeport, CTIn addition to the base salary, Amgen offers a Total Rewards Plan, based on eligibility, comprising of health and welfare plans for staff and eligible dependents, financial plans with opportunities to save towards retirement or other goals, work/life balance, and career development opportunities that may include: A comprehensive employee benefits package, including a Retirement and Savings Plan with generous company contributions, group medical, dental and vision coverage, life and disability insurance, and flexible spending accounts. As an organization dedicated to improving the quality of life for people around the world, Amgen fosters an inclusive environment of diverse, ethical, committed and highly accomplished people who respect each other and live the Amgen values to continue advancing science to serve patients.
Financial Solutions Advisor - New Canaan Financial Center Bank of AmericaFinancial Solutions Advisor - New Canaan Financial CenterNew Canaan, ConnecticutKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Black Rock Turnpike Financial Center Bank of America CorpFinancial Solutions Advisor - Black Rock Turnpike Financial CenterFairfield, CT$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Business Planning Analyst Charter Communications IncBusiness Planning AnalystStamford, CTstrong>HOW YOULL MAKE AN IMPACT Actively and consistently support efforts to simplify and enhance the customer experience Analyze operational spending trends and identify opportunities to improve cost efficiency and meet key performance indicators Prepare recurring financial reports, perform monthly variance analysis to budget/forecast, and support leadership reviews Build and maintain financial models to support forecasting and planning, and the annual budgeting process Support annual budgeting process and ongoing operating expense forecasting and reforecasting Collaborate with business partners to understand cost drivers and improve forecast accuracy Identify and recommend opportunities to improve or streamline financial processes and reporting, and support ad hoc analysis as needed WHAT YOULL BRING TO SPECTRUMRequired QualificationsEducation: Bachelors degree in business or related field or equivalent experience Experience: 2+ years of business planning, financial analysis or related experience Skills: Strong prioritization and organizational skills Prioritize and organize effectively while handling multiple projects and competing priorities Work independently and as part of a team Proficient in analyzing and interpreting data Quickly identify business challenges and opportunities Effective verbal and written communication skills with all levels of management Proficiency with software applications such as Word and Excel Read, write, speak and understand English Preferred QualificationsExperience: 1-3 years in financial planning and analysis, financial analysis, consulting or a similar role Supporting budgeting or forecasting processesSkills: Advanced proficiency in Excel including pivot tables and financial modeling with large datasets Clearly communicate financial information to non-finance partners Financial planning systems or data visualization tools such as Power BI or Tableau #LI-JV1 FAN376 2026-71921 2026 Here, our employees dont just have jobs, theyre building careers. In this role, youll work closely with finance leadership and operational teams to help manage budgets, build financial models and deliver insights that drive performance and support strategic goals.
Senior Finance Associate, Business Planning & Analysis Bridgewater Associates LPSenior Finance Associate, Business Planning & AnalysisWestport, CT$160,000–$200,000 / yearMaintain accountability for how capital is deployed through data-driven analysis, tracking, and ongoing dialogue with business partners to ensure spend aligns with intended outcomes. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting edge technology to validate and execute on timeless and universal investment principles.
energy-utilities-analyst-1898-co-power-systems-planning-electrical-wallingford-conshohocken-boston Burns & McDonnellenergy-utilities-analyst-1898-co-power-systems-planning-electrical-wallingford-conshohocken-bostonWallingford, CT$85,000–$110,000 / yearPerform a range of technical and analytical support activities related to power systems planning consulting, including: Support power system studies involving generation and transmission and distribution systems, including power flow, stability, short circuit, transient, and reliability analysis. This role provides technical and analytical support to project teams performing engineering, financial, and economic studies for transmission and distribution systems and electric generation.
Senior Financial Analyst, FP&A TouchCareSenior Financial Analyst, FP&AStamford, CTWe are seeking a highly analytical, business-minded Financial Analyst, FP&A to support financial planning, forecasting, operational reporting, and strategic analysis across the organization. You will work closely with Finance leadership, executive leadership, and operational stakeholders to help drive data-backed decision-making and support the next phase of company growth.
Workforce Business Planning Analyst SPECTRUMWorkforce Business Planning AnalystStamford, CTWhen you join our team, you’ll be keeping our customers connected to what matters most in 41 states across the U.S. Watch this video to learn more.. That’s why we offer a comprehensive pay and benefits package that rewards employees for their contributions to our success, supporting all aspects of their well-being at every stage of life.
Lead Analyst - FP&A Investment Planning IberdrolaLead Analyst - FP&A Investment PlanningOrange, ConnecticutThis role acts as a key contributor to the overall success of meeting the target portfolio by Operating Company and this success requires depth and breadth of experience to interpret complex data sets and translate them into actionable insights that drive strategic decision-making. The Reporting and Analytics, Lead Analyst performs these functions to manage the portfolio of operating companies across Avangrid Networks to establish, report, monitor, and manage the company’s investment portfolio to financial targets.
CFO, Commercial Segment Assa Abloy ABCFO, Commercial SegmentNew Haven, CTThe Chief Financial Officer (CFO), Commercial Segment is a key member of the Commercial Segment leadership team, responsible for driving financial strategy, operational performance, and long-term value creation across the segment. Information Technology: Oversees commercial IT strategy and investment to ensure technology solutions aligned with business objectives, enable revenue growth, and deliver secure, cost-effective systems that support the operation, sales, and data integrity.
Financial Advisor Alera Group IncFinancial AdvisorWethersfield, CT$80,000–$85,000 / yearAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Meet one‑on‑one with prospective clients generated through firm‑sponsored marketing activities, including workshops and digital outreach.
NewFinancial Advisor Associate AmeripriseFinancial Advisor AssociateWestport, ConnecticutWork with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.
Estate & Tax Planning Legal Counsel DFO ReferralsEstate & Tax Planning Legal CounselWestport, ConnecticutLiaise with outside counsel and other external advisors to develop and implement a diverse portfolio of estate and tax planning projects, including: Preparing project charters, managing risk and providing regular status updates to Pillar leadership and stakeholders. Lead the administration of any estate planning strategies, such as annual gifts, GRATs and other wealth transfer techniques, and the administration of any estates, including coordination with Trust pillar, trustees, CPAs, attorneys and financial advisors.
NewWorkforce Business Planning Analyst Charter Communications IncWorkforce Business Planning AnalystStamford, CTBeyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand.
Financial Analyst II - Audit, Tax, Treasury Saint Francis Health SystemFinancial Analyst II - Audit, Tax, TreasuryNew Haven, CTEssential Functions and Responsibilities: Perform grant-related pre and post-award functions, including revenue and expense analysis, financial accounting functions, reporting, and reconciliations. Reviews budget submissions for accuracy and reasonableness in accordance with budgetary assumptions and participates in budget planning meetings.
Financial Analyst II Saint Francis Health SystemFinancial Analyst IINew Haven, CTEssential Functions and Responsibilities: Perform grant-related pre and post-award functions, including revenue and expense analysis, financial accounting functions, reporting, and reconciliations. Reviews budget submissions for accuracy and reasonableness in accordance with budgetary assumptions and participates in budget planning meetings.
VP, Financial Advisor ION Financial MHCVP, Financial AdvisorSouthbury, CTPart timeTheir duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.
Sr Financial Analyst Gartner IncSr Financial AnalystStamford, CTReporting & Insights: Deliver timely, insightful reporting to IT leadership, including analysis of personnel and technology investments; present findings as needed to enable informed, data-driven decision-making. You'll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes.
VP, Financial Advisor Ion BankVP, Financial AdvisorSouthbury, ConnecticutTheir duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.
Senior Financial Analyst (Hybrid) PetVet Care CentersSenior Financial Analyst (Hybrid)Westport, CT$90,000–$105,000 / yearClassification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Financial Advisor Alera GroupFinancial AdvisorWethersfield, ConnecticutWhat You'll Do / Your ImpactClient Experience & Advisory SupportMeet one-on-one with prospective clients generated through firm-sponsored marketing activities, including workshops and digital outreach. At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies.
Servicing Financial Advisor - Connecticut Alera Group IncServicing Financial Advisor - ConnecticutWethersfield, CT$80,000–$100,000 / yearAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Responsibilities vary depending on the specific corporate function but may include: Supporting strategic initiatives that strengthen client relationships, retention, and long‑term practice growth.
NewFinancial Specialist NR Consulting LLCFinancial SpecialistNew Haven, CTPartners with Finance, Accounting, and internal and external teams investigate expense activity, address inquiries, and support annual budgeting and forecasting processes within a dynamic systems environment. Systems/Technical Knowledge: " Proficiency in Microsoft Office Products, including intermediate to advanced Excel (e.g., data analysis, formulas, pivot tables); Word and PowerPoint.
Financial Advisor Northwestern MutualFinancial AdvisorNew Haven, Connecticut$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Solutions Advisor - Southern CT. Market Bank of AmericaFinancial Solutions Advisor - Southern CT. MarketWestport, ConnecticutUS - CT - Cheshire - 185 Highland Ave (CT2356), US - CT - Fairfield - 2150 Black Rock Tpke - Black Rock Turnpike (CT2201), US - CT - New Canaan - 94 Elm St (CT2252), US - CT - Norwalk - 578 Westport Ave - Westport Ave (CT2258), US - CT - Southbury - 108 MAIN ST N (CT9108), US - CT - Westport - 126 Post Rd E - Westport Center (CT2190). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Demand Planning Manager Gorilla CommerceDemand Planning ManagerNorwalk, ConnecticutRemoteIn this role, you will help guide product-level strategic business outlook by forecasting demand units, in relation to pricing, advertising, and other key metrics, creating plans that drive day-to-day execution across cross-functional teams. Leverage third-party and internal data sources to validate existing forecasts and establish a comprehensive growth strategy and forecasts for new business ventures (e.g., new marketplaces, product listings, SKUs) .
Senior Director, Associate Chief Financial Officer, Yale Medicine Yale UniversitySenior Director, Associate Chief Financial Officer, Yale MedicineNew Haven, CT$190,000–$302,500 / yearThe Senior Director, Associate CFO works closely with executive leadership including with the YM CEO and Deputy Dean for Finance and Administration, clinical departments, and operational teams to ensure financial sustainability while supporting high-quality patient care. Assist the CFO in developing and executing the organization's financial strategy and long-term financial planning, including the effect of the funds flow arrangement with YSM's partner, Yale New Haven Health System.
Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Financial ConsultantHamden, CT$75,400–$100,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 3+ years financial services experience Series 7 and Series 63 completed within 120 days of start date Preferred: 5+ years financial services experience Series 7 and Series 63 completed.