- Citizens (West Hartford, CT)
- …identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management ... for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate… more
- Edward Jones (Manchester, CT)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...in the creation of new clients via face-to-face and virtual sourcing strategies. + Continually develop yourself to grow… more
- Edward Jones (Middletown, CT)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- H&R Block (Cromwell, CT)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...+ Experience completing business tax returns + Experience conducting virtual tax interviews + Sales and/or marketing experience +… more
- Unum Group (Hartford, CT)
- …Unum today! **General Summary:** Minimum starting hourly rate is $22.00 The Customer Benefit Advisor (CBA) I is the entry level in a three-level career path. A CBA ... **Principal Duties and Responsibilities** + Be the customers' first line of sight ( advisor ) by being available to assist via multiple avenues of communication with… more
- H&R Block (Cromwell, CT)
- …years of experience in accounting, finance, bookkeeping or tax + Experience conducting virtual tax interviews that create confidence in clients + Tax planning and ... and support do it yourself online tax clients through virtual tools (ie, video conferencing, phone, chat, email) +...help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible… more
- Deloitte (Hartford, CT)
- …You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. Recruiting ... of a team that assists clients in preparing the financial and reporting aspects of an IPO/ SPAC, such...workplace culture and code of conduct. + Be an advisor to newly public and private clients to assist… more
- Wolters Kluwer (Glastonbury, CT)
- …Federal and state tax laws. This position reports to the Content Manager for the Axcess Advisor team, TAA R&L. **Key Tasks: ** + Track changes to tax law and monitor ... editorial) on the development and maintenance of CCH Axcess IQ/ Advisor is also required. The candidate must also have...by employees as a European Diversity Leader in the Financial Times, as one of Forbes America's Best Employers… more
- Otsuka America Pharmaceutical Inc. (Hartford, CT)
- …operational excellence, including policies and SOPs. + Serve as a key advisor to senior leadership on learning trends, capability-building strategies, and risk ... and align initiatives with business goals. + Act as a trusted advisor to senior leadership on training effectiveness and workforce capability development.… more
- Bob's Discount Furniture (Manchester, CT)
- …compliance initiatives. You will work closely with the Senior Customs Compliance Advisor and Director of Customs Compliance along with cross-functional partners to ... is a top priority. We focus on three core wellness pillars: Emotional, Physical and Financial . Below are just some of the benefits that we offer: + Feeling under the… more
- Otsuka America Pharmaceutical Inc. (Hartford, CT)
- …+ Design engaging, scalable, and compliant learning solutions (eg, instructor-led, virtual , e-learning) tailored to diverse audiences. + Oversee the creation and ... and continuous improvement of learning initiatives. + Act as a trusted advisor to senior leadership on training trends, compliance risks, and capability-building… more
- Sharecare (Hartford, CT)
- …and manage all their health in one place. Our comprehensive and data-driven virtual health platform is designed to help people, providers, employers, health plans, ... The Provider Sales Executive will serve as a trusted advisor and subject matter expert on Provider Solutions related...individual work impacts the organization and its strategic and financial goals; and how tasks and projects affect the… more
- Elevance Health (Wallingford, CT)
- …Alternate locations may be considered. Please note that per our policy on hybrid/ virtual work, candidates not within a reasonable commuting distance from the posting ... and outcomes. May provide clinical consultation and serve as clinical/strategic advisor to enhance clinical operations. May identify cost of care opportunities.… more
- Oracle (Hartford, CT)
- …the role** This role reports directly to SVP, Lucas Kreger, the technical advisor for OCI. You'll collaborate closely with lead engineers, senior architects, and ... across multiple domains-virtualization, Linux internals, container networking (CNI), cloud virtual networking, distributed storage, security, workload orchestration, and identity-to… more
- Otsuka America Pharmaceutical Inc. (Hartford, CT)
- …align training initiatives with business priorities. + Act as a trusted advisor to senior leadership on training compliance trends, risks, and mitigation strategies. ... learning principles. + Experience with learning technologies (eg, LMS, virtual learning platforms) and data-driven training strategies. + Excellent communication,… more
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more
- Oracle (Hartford, CT)
- …account planning, crafting, owning and forecasting. + You will be the trusted advisor and influencer in winning customer decisions to buy, architect and adopt Oracle ... few). + Travel as required, as this role may be a virtual position. **Required Skills/Experience** **What You'll Bring** Your passion, knowledge, and… more
- Oracle (Hartford, CT)
- …forecasting deals aligned to public sector priorities. + Serve as a trusted advisor and influencer in customer decisions to buy, architect, and adopt Oracle ... Business Units. + Travel as required (this role may be a virtual position). Required Skills/Experience What You'll Bring Your passion, knowledge, and… more
- Oracle (Hartford, CT)
- …with rigor and deliver results. + Establish Oracle as a trusted advisor through workshops, innovation days, and co-creation of roadmaps and operating models. ... + Travel as required; role may be virtual . **Responsibilities** Required Skills/Experience What You'll Bring + Proven credibility selling to and advising the… more
- Oracle (Hartford, CT)
- …customer-centric account planning, ownership, and forecasting. + Serve as a trusted advisor and influencer in customer decisions to buy, architect, and adopt ... Leaders, and Industry Business Units. + Travel as needed; some remote/ virtual work flexibility is available. **Required Skills/Experience** **What You'll Bring** +… more