- 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 (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
- 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
- Morgan Stanley (Hartford, 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 (West Hartford, CT)
- …IRS and applicable state requirements + High school diploma / equivalent or higher **Posting Title:** Block Advisor Tax Associate **Sponsored Job:** \#20653 ... **524908BR** **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 (Hartford, 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 Hartford, 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
- 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
- Elevance Health (Wallingford, CT)
- **This position is hybrid and will require the associate to report to the office at least 1-2 times per week.** The ideal candidate will live within 50 miles of one ... and outcomes. May provide clinical consultation and serve as clinical/strategic advisor to enhance clinical operations. May identify cost of care opportunities.… more