- Bank of America (Newtown, CT)
- …about helping clients reach their financial goals, join Bank of America's ** Advisor Development Program ** and become an investment specialist in one ... Financial Solutions Advisor Registration Candidate -...**The Academy** offers a defined path to becoming an advisor through a multi-stage training program , one… more
- Bank of America (Fairfield, CT)
- …to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of ... Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network...reach wider audiences with greater appeal. + Ongoing professional development to deepen your skills and optimize your practice… more
- Edward Jones (Brookfield, CT)
- …**Compensation:** We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as ... worlds + A culture of continuous improvement and professional development **Key Responsibilities** + Build relationships to create new...to succeed in our client-first business model. The new financial advisor compensation program includes… more
- Truist (Greenwich, CT)
- …a portfolio of high net worth clients + Graduate of a leadership or management development program (Such as LDP, Banking School) **Truist stands for better** Our ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- US Bank (Greenwich, CT)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to global tax transparency? Would you like to understand financial services and products across an array of industries...3 and 61 requirements + Contribute to internal technology development by assisting with the design, the drafting of… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to global tax transparency? Would you like to understand financial services and products across an array of industries...3 and 61 requirements + Contribute to internal technology development by assisting with the design, the drafting of… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...attend required national and sector-specific training for their own development . The Team As global leaders in providing professional… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...results using technology solutions, as well as supporting the development and implementation of tax strategies and planning opportunities.… more
- Deloitte (Stamford, CT)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... Business Tax Services practice! What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group, you will provide federal tax… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and… more
- Deloitte (Stamford, CT)
- …stakeholders, and implement recommendations + Begin to build long-term trusted advisor relationships with client counterparts + Support internal business ... development initiatives and sales opportunities, including the creation of...field + 4+ years of experience working in the financial services or consulting industry related to one or… more
- Hartford HealthCare (Bridgeport, CT)
- …Development , Fairfield Region is instrumental in planning, evaluation and business development initiatives that contribute to the financial health and ... system, an array of senior care services, a mobile neighborhood health program and a comprehensive physical therapy and rehabilitation network. On average, Hartford… more
- World Insurance Associates, LLC. (Brewster, NY)
- …+ Pipeline management; + Timely month-end billing; + Expense management. Colleague Development + Identifies and develops Client Advisor talent to drive ... for a given World Retail division is based on the location of the client advisor . The compensation program for Division Revenue Leaders remunerates the DRL for… more
- Greenwich Country Day School (Greenwich, CT)
- …that helps to fund competitive salaries and benefits, a robust professional development program , and reimbursement for graduate school tuition. GCDS offers ... learning in a joyful environment, with emphasis on the development of character, creativity, and a sense of personal...a substantial need-based financial aid program to support students from… more
- KeyBank (West Haven, CT)
- …Street - West Haven, Connecticut 06516 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and… more
- Greenwich Country Day School (Greenwich, CT)
- …which helps to fund competitive salaries and benefits, a robust professional development program , and reimbursement for graduate school tuition. GCDS offers ... learning in a joyful environment, with emphasis on the development of character, creativity, and a sense of personal...a substantial need-based financial aid program to support students from… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Tax Services practice! What You'll Do As a Tax Senior Manager within the Financial Services arm of our Business Tax Services group, you will provide federal tax… more
- Guardian Life (Stamford, CT)
- …leadership at all levels. **You will:** Have responsibility in key areas: Compliance Program Development & Management + Design and implement comprehensive HR ... our team as a HR Compliance Leader. This role will oversee the development , implementation, and management of the company's HR compliance programs and policies to… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... management clients. You will assist clients with effective analysis, solution development , and implementation of clients' tax objectives. You will manage the… more