- Edward Jones (Port Jefferson, NY)
- …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 (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer skills (Outlook, Word,… more
- Stony Brook University (Stony Brook, NY)
- Senior Financial Aid Advisor **Required Qualifications (as evidenced by an attached resume):** Master's degree (foreign equivalent or higher). In lieu of a ... institution. **Brief Description of Duties:** We are seeking a dedicated and knowledgeable Senior Financial Aid Advisor to join our team. The Senior Advisor … more
- H&R Block (West Haven, 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
- Nuveen Investments (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
- H&R Block (West Haven, 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 (North Haven, CT)
- …Avenue - North Haven, Connecticut 06473 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... 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
- 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
- M&T Bank (Bridgeport, CT)
- …processing paperwork sent to the home office. + Enter trades accepted by the Financial Advisor on the appropriate system. + Maintain regular sales reporting to ... with product specific brochures or prospectuses when requested by the client or Financial Advisor . + Accept orders for securities transactions directly from… more
- KeyBank (Fairfield, CT)
- …**Job Summary** The Business Banking Small Business RM Serves as the relationship manager and financial advisor to clients with revenue sized at the lower end of ... standards and moderate risk profile. **Essential Functions** + Acts as the primary financial advisor and business partner to clients, serving as the main… more
- Nuvance Health (Danbury, CT)
- …level of care. If the case still does not meet, send to the Physician Advisor (PA) for a second level review. * Forward cases that require secondary physician review ... to appropriate resource (eg, Physician Advisor ). * Resolve any discrepancy at the time of...contracting team with necessary contractual language to protect organization financial position specific to inpatient medical necessity requirements. *… more
- Amazon (Orange, CT)
- … Associate Advocacy & Cultural Leadership - Serve as a trusted safety advisor and advocate for associate wellbeing, building strong partnerships across all ... package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more
- Amazon (North Haven, CT)
- …work environment. This role offers an exciting opportunity to directly impact associate well being while driving operational excellence. As a WHS Manager, you'll ... change and drive strategic decision-making. Establish yourself as a trusted advisor who balances safety excellence with operational demands. Oversee recordkeeping,… more