- Edward Jones (Manchester, CT)
- …volume of applicants. **If you're looking for a challenging and rewarding career** , the Associate Financial Advisor role at Edward Jones may be the right ... + Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program + A support network… more
- 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
- Kestra Financial (West Hartford, CT)
- …CT. We have a customer-centric, modern, and inclusive work environment. Your role as an Associate Financial Advisor at Bergenn Financial Group is to ... (Outlook, Word, Excel, and PowerPoint) are essential + Proficiency in eMoney Advisor financial planning software is strongly preferred + Excellent communication… more
- Bank of America (Hartford, CT)
- …make a career transition and follow their passion of becoming a Financial Advisor . **Job Description:** The Wealth Management Client Associate - Advisor ... Advisor Development Program Client Associate Hartford,...Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role… more
- Edward Jones (Cheshire, CT)
- …volume of applicants. 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
- Lincoln Technical Institute (Shelton, CT)
- …education and achieve their career goals! Key Requirements for Financial Aid Advisor -- Continuing Students + Associate 's degree or equivalent combination of ... Financial Aid Advisor /Continuing Students - Lincoln... Financial Aid Advisor /Continuing Students - Lincoln Tech - On-Site -...us at Lincoln Tech! We're looking for an experienced Financial Aid Advisor -- Continuing Students at… more
- Edward Jones (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
- H&R Block (Cromwell, CT)
- …and play, our door is always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office during tax season to consistently ... offerings can help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health Advocate. + Wellbeing… more
- Humana (Hartford, CT)
- …customers at the center of everything it does. 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
- TIAA (Hamden, CT)
- … landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow ... **Wealth Advisor ** Supported with a robust array of resources...issues, liquidity needs and tax implications to devise customized financial plans. + Reviews client information, including financial… more
- UMB Bank (Hartford, CT)
- **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... or Finance or combinations of education & experience preferred + 5+ years of financial services industry experience, with a minimum of 3 years of experience in a… more
- Humana (Hartford, CT)
- …or healthcare strategy experience to join this team. As Strategy Advancement Advisor , you will support development and implementation of consumer segment strategies ... high-impact strategy projects + Conducting industry, market, competitor, and financial analysis and deliverables that clearly frame objectives, issues/challenges,… more
- H&R Block (Branford, CT)
- …benefit offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate ... well-being programs including mental health support and coaching + 401k Retirement Savings Plan and Employee Stock Purchase Plan + Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you!… more
- KeyBank (Norwalk, CT)
- …, and partner to the people and businesses in our KeyBank communities. A Financial Wellness Associate (FWA) splits their time between client servicing and ... to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time).… more
- WTW (Stamford, CT)
- **Description** As a Healthcare Financial /Actuarial Associate Director, you will be a key member of the Financial , Actuarial and Analytics (FAA) Community of ... Expertise. You will lead financial and actuarial engagements for a portfolio of clients...with employer and vendor contacts, serving as a trusted advisor to drive engagement and loyalty. + Thought Leadership:… more
- Wells Fargo (Danbury, CT)
- …. **In this role, you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service and operational related activities ... this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of...telephone, direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account… more
- IBM (Norwalk, CT)
- **Introduction** We are seeking a talented IBM Associate Partner - SAP User Experience Architect to join our dynamic team. The ideal candidate will possess deep ... and applications, specifically Signavio, LeaniX, and WalkMe. As an Associate Partner, you will play a critical role in...and IBM communities, establishing our firm as a trusted advisor in the SAP UX space. * Incentive Maximization:… more
- IBM (Southbury, CT)
- **Introduction** We are seeking a highly skilled and motivated IBM Associate Partner - SAP Business AI Architect to join our team. The ideal candidate will possess ... that unlock business value for our clients. As an Associate Partner, you will play a pivotal role in...and IBM communities, establishing our firm as a trusted advisor in the SAP Business AI space. * Incentive… more
- IBM (Southbury, CT)
- **Introduction** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a-Service Architect to join our team and lead the practice in ... and responsibilities** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a-Service Architect to join...and IBM communities, establishing our firm as a trusted advisor in the SAP AI-driven testing space. * Incentive… more
- Robert Half Finance & Accounting (Fairfield, CT)
- Description Join a fast-growing, innovative financial firm that's redefining how investors access sophisticated strategies through exchange-traded products. Our ... client is looking for a Client Services Associate to play a key role in expanding their...include: . Maintain and segment CRM data to enhance advisor engagement and inform sales strategy. . Build dashboards… more