- Kestra Financial (Hartford, CT)
- Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are ... your existing relationships and new clientele. This position is perfect for a financial advisor who is eager to succeed in the independent market while learning… more
- Covr Financial Technologies (Hartford, CT)
- Advisor Success Associate (Inside Sales) REPORTS TO: Team Leader, Advisor Success DEPARTMENT: Advisor Sales FLSA STATUS: Non-Exempt TRAVEL: None WORK ... strong core values: Client First, Collaboration, Innovation and Fun! JOB SUMMARY: The Advisor Success Associate primary responsibility would be to make calls to… more
- Edward Jones (Clinton, CT)
- **Job Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- Edward Jones (East Hartford, CT)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- CenterWell (Hartford, CT)
- …caring community and help us put health first** The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and ... support for business segments or the company at large. The Strategy Advancement Advisor works on problems of diverse scope and complexity ranging from moderate to… more
- Sedgwick (Hartford, CT)
- …meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your ... Place to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Claims Advisor , Professional Liability To analyze complex or technically difficult management,… more
- Humana (Hartford, CT)
- …to address healthcare opportunities and challenges with technology-enabled solutions. As an Advisor in our team you'll enable Humana leaders as they leverage modern ... Experience working with/in large organizations + Business analytics and/or financial experience + Master's or other post-secondary degree **Additional Information**… more
- JPMorgan Chase (Riverside, CT)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- JPMorgan Chase (Riverside, CT)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Raymond James Financial, Inc. (West Hartford, CT)
- …branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative...and client-specific reporting as needed for review by the financial advisor . * Creates and maintains records… more
- Morgan Stanley (Hartford, CT)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a… more
- Wolters Kluwer (Hartford, CT)
- …place here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)** **What We Offer: ** The Associate Director, Technology Sales Support role offers growth potential ... and amazing benefits. **What You'll be Doing:** As the ** Associate ** **Director, CPM Presales** , you will lead a...team, and directly engaging with prospects to understand their financial and operational needs. Your deep understanding of CPM… more
- Morgan Stanley (Hartford, CT)
- …Client Service Associates provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a daily ... or more years of industry experience preferred *Knowledge/Skills* * Knowledge of financial services products, including but not limited to equities, bonds, options,… more
- Morgan Stanley (Mystic, CT)
- …SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams ... employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Client Service Associate **Location:** *Connecticut-Mystic* **Requisition ID:**… more
- H&R Block (Avon, CT)
- …IRS and applicable state requirements + High school diploma / equivalent or higher **Posting Title:** Block Advisor Tax Associate **Sponsored Job:** \#20653 ... **524907BR** **Title:** Tax Associate **Our Company** **:** At H&R Block, we...help associates plan for their unique health, wellbeing and financial wellness needs. + **Employee Assistance Program** with Health… more
- H&R Block (Branford, CT)
- …state requirements** + **High school diploma / equivalent or higher** **Posting Title:** **Block Advisor Tax Associate ** **Sponsored Job:** **\#20653** ... **524905BR** **Title:** Tax Associate **Our Company** **:** At H&R Block, we...help associates plan for their unique health, wellbeing and financial wellness needs.** + **Employee Assistance Program** **with Health… more
- Bank of America (Fairfield, CT)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Wealth Management Client Associate Fairfield, Connecticut **Job Description:** At Bank of...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Bank of America (Fairfield, CT)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Wealth Management Client Associate Fairfield, Connecticut **Job Description:** Merrill Wealth Management...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Wolters Kluwer (Hartford, CT)
- …time to market for products and applications. We're looking for an Associate Director, IT Operations (Health Infrastructure Portfolio Management) within our Global ... to manage the applications operations processes and environments. The Associate Director, IT Operations (GBS Infrastructure Portfolio Management) is accountable… more
- Stryker (East Hartford, CT)
- …**Trauma Sales Associate ** About the ... people, and committed to building strong relationships as a trusted advisor to our clients. Required Skills + **Integrity:** Reliable, dependable, trustworthy,… more