- 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 (Palmer, MA)
- **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 (East Hartford, 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 ... Most Loved Workplace(R) Forbes Best-in-State Employer Professional Liability Claims Advisor executive, cyber, professional liability, error and omissions, and… 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
- H&R Block (South Windsor, CT)
- …IRS and applicable state requirements + High school diploma / equivalent or higher **Posting Title:** Block Advisor Tax Associate **Sponsored Job:** \#20653 ... **524909BR** **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
- University of Massachusetts Amherst (Amherst, MA)
- …as ARROW-Summer Education Accelerator, stakeholder engagement meetings, and External Advisor Board meetings. Works with vendors and manages attendance, caterers, ... and training initiatives associated with the ARROW-Professional Education Program. Financial : + In conjunction with Research Administration and Compliance (Pre-Award… 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
- University of Massachusetts Amherst (Amherst, MA)
- …to underserved communities. Essential Functions + Assist with data collection and financial analysis that would determine the feasibility of moving local seafood ... Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure) + Associate 's degree with two (2) years of related experience. A… more
- Xerox (Hartford, CT)
- …Level Individual Contributor Job Type Experienced Job Field INDIRECT CHANNELS Seniority Level Associate Currency USD - United States - US Annual Base Salary Minimum ... office to industrial environments, our differentiated business solutions and financial services are designed to make every day work...to move through an organization and become a trusted advisor at various levels + Develop new sales pursuits… more
- Deloitte (Hartford, CT)
- …tailors transformational change to their specific organization. Who we serve Deloitte's Financial Services Industry consulting practice is the largest in the world, ... genuine passion for driving strategic technical transformation in the financial services industry combined with relationship-building, leadership, and communication… more
- Humana (Hartford, CT)
- …business partner to market leadership and will be seen as a reporting advisor during implementation efforts, which may include educating business owners and market ... **OR** Equivalent Work Experience of 5+ years of healthcare, insurance, and/or financial services experience. + 3+ years of Compliance, Policy, Risk, and/or Audit… more