- 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 (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 ... 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
- 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
- Raymond James Financial, Inc. (West Hartford, CT)
- …and branch office. With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses ... reports and client-specific reporting as needed for review by the financial advisor . Creates and maintains records and files utilizing Client Relationship… 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 (Madison, 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
- 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
- H&R Block (Southbury, CT)
- …IRS and applicable state requirements + High school diploma / equivalent or higher **Posting Title:** Block Advisor Tax Associate **Sponsored Job:** \#20653 ... **524910BR** **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
- Stryker (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
- 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
- The Salvation Army (Hartford, CT)
- …Planning Director. Maintain strict confidentiality regarding sensitive personal and financial information. Provide a thorough understanding of and appreciation for ... messages, and building relationships. + Schedule donor, prospect, and professional advisor appointments and meetings. + Assist and provide donors, prospects,… more
- Broadridge Financial Solutions (Hartford, CT)
- …in person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and translate ... role, and consultation related to best practices, scalability, and advisor site outputs. This role ensures what we deliver...or by sending an email to ###@broadridge.com . Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global… more
- Nuvance Health (Norwalk, CT)
- …of evidence based screening criteria. 3. Refers cases appropriately to Physician Advisor review. 4. Collaborates with SW Care Coordinators to assure optimal plans ... of care for discharge. 5. Analyzes clinical, financial and social situations, while identifying problems and establishing...Required: This position requires a minimum formal education of Associate Degree in Nursing and minimum of three years… more