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Barnum Financial Group Overview

Shelton, CT
501 to 1000 employees
1950
Subsidiary or Business Segment
Investment Banking & Asset Management
$50 to $100 million (USD) per year
Barnum Financial Group provides a full range of investment and risk management products and services to over 250,000 clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their ... Read more

Mission: Barnum Financial Group provides a full range of investment and risk management products and services to over 250,000 clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their ... Read more

Company Updates

  • Today, we celebrate our 2020 Barnum Summer Internship Class. Although we couldn't share an in-person experience together, we thank you all for your resilience, hard work, and commitment to excellence. Happy National Intern Day and keep on keeping on! #NationalInternDay @WayUp

  • We salute, honor, and remember all the brave men and women who served our county to protect our freedom. Wishing everyone a Happy Memorial Day!

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Barnum Financial Group – Why Work With Us?


 

What is Financial Advising?

Financial advisors come from all different backgrounds. However, there are certain skills and character traits that lead them to a successful career. Those that seek to develop those skills and traits can position themselves for a career that has the potential to be extremely rewarding.

The Program

Barnum offers two professional development programs. One starts at the student level, offering college students the opportunity a preview of a career in financial services. The other is a training program designed for professionals new to the industry to learn and develop the skills necessary to build a successful practice.

AdvisorScholar is specially designed for college seniors and recent graduates interested in learning about financial services, financial advising and exploring career options in our industry.

AdvisorPro offers a unique core curriculum where you attain deep knowledge of the financial services industry and develop key business skills in marketing, networking, business management, and operations.



ADVISORSCHOLAR℠
An 8-week summer internship program for college students interested in a career in finance. This program provides an introduction to both Barnum Financial Group and the financial services industry. During this opportunity, interns experience meaningful work, measurable learning, and mentoring. AdvisorScholar is a unique hybridized internship offering hands-on education in the form of administrative support for Barnum business units as well as traditional educational sessions to expand their knowledge of the business. Our interns are paired with an experienced financial professional who will mentor and give them an 8-week preview into the life of a financial advisor.


ADVISORPRO℠
AdvisorPro is a two-year training program at Barnum Financial Group for recent college graduates who want to become successful financial advisors, people interested in a change of career, or professionals in the industry already who are looking to take their business to new heights. Involving collaboration, mentorship, and classwork. It is a structured but flexible program, and you can be earning the entire time.


For more info, please visit www.barnumadvisorpro.com.


A NEW KIND OF WORKPLACE

At Barnum Financial Group, we believe in succeeding together. Everyone at Barnum has a single focus: to help our clients meet their financial goals. All of our resources are dedicated to providing the best-desired outcomes for our clients. That commitment has made us a leader in the markets we serve. It is also the core of our unique culture of independence that enables you to have the career you desire. Here, you’ll work alongside exceptional people and be empowered to reach your professional and personal goals.

 

Since its inception in 2006, the Foundation for Life has supported hundreds of organizations throughout the North East who are working to better the lives of those in need throughout the community. In addition, the foundation hosts several of it's own charitable functions throughout the year.

Bikes for Kids

A major inititative of the Foundation is the annual Bikes for Kids program. This mission of Bikes for Kids is to provide: A way for inner-city kids to explore neighborhoods and cultures within close proximity from where they live. The Foundation partners with various community service organizations to identify underserved children in their area in need of an uplifting, empowering experience. The children and their families are invited to a free fun event where they are surprised with a new bike and helmet. They not only have a great day, but they benefit from the excercise bike riding offers as well as the pride and the responsibility of owning a bike.

 

Community Relations

At Barnum Financial Group we are seriously committed to making a difference in the communities we serve. Our commitment is so strong that our Founder & CEO, Paul Blanco and his wife, Mindee started the Foundation for Life, Inc. Foundation for Life is non profit organization dedicated to bettering the lives of children and families. The associates of Barnum Financial Group participate in many fundraising and volunteer events that benefit the Foundation for Life, Inc.

For more information, please visit www.foundationforlifeinc.org and follow us @BarnumFoundationforLife on Facebook!

WHY BARNUM FINANCIAL GROUP?

Everyone at Barnum has a single focus: to help our clients meet their financial goals. Whether it is income and asset protection, retirement and estate planning, or holistic financial planning, all of our resources are dedicated to providing the best desired outcomes for our clients.

That commitment has made us a leader in the markets we serve. It is also the core of our unique culture of independence that enables you have the career you desire.


Barnum Financial Group Reviews

  • Helpful (1)

    "Most Innovative & Best Places to Work"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Administrative in Shelton, CT
    Current Employee - Administrative in Shelton, CT
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Barnum Financial Group full-time (More than 5 years)

    Pros

    The BEST place to work: Family culture, amazing people, & so FUN. Barnum is constantly growing, implementing new ideas, and creating & improving all processes for everyone for efficiency and to aid growth/development. Excited that they are finally renovating several offices and for the launch of the Establishment Barnum!

    Cons

    NONE. If there is anything of concern, Barnum listens to feedback and will take steps to improve what's not going so well.

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Barnum Financial Group Photos

Barnum Financial Group photo of: Barnum Financial Group Rhode Island
Barnum Financial Group photo of: Happy National Intern Day!
Barnum Financial Group photo of: Barnum's 2017 Awards Event
Barnum Financial Group photo of: #BarnumSigningDay 2017
Barnum Financial Group photo of: Barnum Works From Home
Barnum Financial Group photo of: Barnum Works From Home
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Barnum Financial Group Interviews

Experience

Experience
66%
20%
14%

Getting an Interview

Getting an Interview
49%
19%
16%
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  1.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Declined Offer
    Positive Experience
    Easy Interview

    Interview

    good conversation . it was a back and fourth not just a presentation. The person conducting the interview was responsive. now what can I write to be able to see the reviews of this company this is pretty annoying

    Interview Questions

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Barnum Financial Group Awards & Accolades

  • Providence Business News, #2 Best Place To Work In Rhode Island, 2016
  • Best Places to Work in Connecticut, Hartford Business Journal, 2016
  • Best Companies to Work for in New York, NYS-SHRM, The Business Council of New York, Best Companies Group and Journal Multimedia Corporation, 2016
  • Best Places to Work in Rhode Island (Small), Providence Business News, 2017
  • National Winner, 101 Best & Brightest Companies to Work For™, 2017
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