- Bank of America (Wallingford, CT)
- Financial Solutions Advisor - Consumer Investments - Southeast CT. Market Branford, Connecticut;Westerly, Rhode Island; Wallingford, Connecticut; North ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Bank of America (Newington, CT)
- Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investments - Newington Financial Center Newington, Connecticut **Job ... to learn, grow, and make an impact. Join us! The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary… more
- KeyBank (East Haven, CT)
- …consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of ... 06512 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- KeyBank (Hartford, CT)
- …Business Advisor assists as part of the Core Business Banking client's trusted advisor team for solutions in order to develop, manage and retain profitable ... ME. **Job Summary** The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant...basic to moderately complex merchant needs. Provides recommendations and solutions to help ensure the team achieves their goals.… more
- The Cigna Group (Bloomfield, CT)
- **Job Posting Title:** Digital Product Owner, Senior Advisor **Role Summary** As a member of the Digital Provider Product Team, you will join a team transforming ... will play a critical role in ensuring our portal solutions align with the needs of healthcare providers, drive...their impact on claims payment tracking, remittance advice and financial reporting. + Claims & Appeals Expertise: Leverage in-depth… more
- Humana (Hartford, CT)
- …and activate strategies to address healthcare opportunities and challenges with technology-enabled solutions . As an Advisor in our team you'll enable Humana ... senior leaders, and subject-matter experts + Passionate about continuously improving consumer and stakeholder experiences + Skilled in strategy tools like… more
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- KeyBank (Wallingford, CT)
- …Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and ... area branches **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- KeyBank (Guilford, CT)
- …to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. ... financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products + Consistently attains… more
- KeyBank (Hartford, CT)
- …06103 **Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking ... products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service...moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients,… more
- KeyBank (South Windsor, CT)
- …excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their ... the area.** **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...financial statements and concepts(required) + Demonstrated understanding of consumer credit including loan to value, debt to income… more
- Huron Consulting Group (Hartford, CT)
- …to create sustainable growth, optimize internal processes and deliver better consumer outcomes. Health systems, hospitals and medical clinics are under immense ... existing business operations, improve clinical outcomes, create a more consumer -centric healthcare experience, and drive physician, patient and employee engagement… more