- Bank of America (East Haven, CT)
- …a work community that is culture driven, resilient, results focused and effective. As an Advisor Development Program Financial Solutions Advisor ... Advisor Development Program - Financial Solutions Advisor Trainee: East Haven Financial Center East Haven, Connecticut **Job Description:**… more
- 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 (Greenwich, 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
- Santander US (West Hartford, CT)
- Financial Advisor - Centralized, West Hartford, CT West Hartford, United States of America The Financial Advisor - Centralized is responsible for ... to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a...meetings, training initiatives, and planning sessions related to the development and growth of the program . +… 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
- The Cigna Group (Bloomfield, CT)
- **Position Summary** The Research Advisor in Clinical Research will directly report to the Principal, and is responsible for investigating the most interesting and ... to patients, identify new business opportunities and demonstrate the clinical and financial impact of Evernorth products and services. The Research Advisor … 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
- EFI Global (Hartford, CT)
- …anywhere. Click here to learn more about EFI Global. **Seeking an experienced Advisor Project Manager in the Building Sciences Industry with experience in Asbestos, ... performing assignments in a timely manner and within the financial constraints of budgetary requirements and contractual obligations. **ESSENTIAL FUNCTIONS… more
- The Cigna Group (Bloomfield, CT)
- **Position Overview** The Sr. Advisor , Evernorth Enterprise Sales is a pivotal role focused on driving revenue growth and meeting sales quotas across Evernorth's ... organic growth, retention strategies, proposal response, and pricing content development . + **Team Collaboration:** Participate in regular team meetings and… more
- Anytime Fitness (Cromwell, CT)
- MEMBERSHIP ADVISOR AT ANYTIME FITNESS Locations: West Hartford, Glastonbury, Cromwell, Ellington, Somers, Farmington, Granby, Newington, Windsor, Southington, ... * Overseeing the entire club membership base, including operational and financial responsibilities * Collaborating with all club personnel on various marketing,… more
- The Cigna Group (Bloomfield, CT)
- …you will directly impact our business on a daily basis, protecting Cigna's sound financial position which enables us to meet our financial commitments to our ... and related pricing tools. + Perform case-specific risk assessments and rate development for presale and inforce business for large and complex cases independently.… more
- The Cigna Group (Bloomfield, CT)
- …new opportunities within the assigned market. This role is responsible for ensuring new program sales goals are met through the development and closing of new ... Complete all administrative requirements on time. + Accountable for account planning, development of sales strategy, routine weekly reports and upkeep of CRM. +… more
- Stanley Black and Decker (New Britain, CT)
- …**Business Partnership & Board of Directors Communication:** + Act as a financial advisor to senior management, offering insights and recommendations. + ... **Vice President of Corporate Financial Planning & Analysis (FP&A)** **New Britain, CT...**Key Responsibilities:** **Strategic Planning and Analysis:** + Lead the development of long-term strategic plans, annual budgets, and quarterly… more
- Lincoln Financial Group (Hartford, CT)
- …and employee benefits (https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf) + Free financial counseling, health coaching and employee ... #:** 73936 **The Role at a Glance** As the Financial Services Wholesaling Representative for the Life Insurance team,...established individual and team sales goals and help the advisor provide the right solutions to their clients. This… more
- Deloitte (Hartford, 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 (Hartford, 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 (Hartford, 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