- TD Bank (Hartford, CT)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Investment Advisor partners with Relationship ... sophisticated investment products to HNW clients. The Investment Advisor will utilize their technical ...vs. suitability) + Partners closely with Private Client Relationship Managers to ascertain potential investment … more
- JPMorgan Chase (Hartford, CT)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available… more
- Deloitte (Hartford, CT)
- …administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution… more
- Deloitte (Hartford, CT)
- …administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution… more
- Deloitte (Hartford, CT)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- NBT Bank (West Hartford, CT)
- … Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover additional investment and insurance needs and to ... makes appropriate referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and… more
- Deloitte (Hartford, CT)
- …transactions to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Citizens (New Haven, CT)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , ... and grows with its clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to… more
- Deloitte (Hartford, CT)
- … investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, ... Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships, we have an exciting opportunity for you as a Senior… more
- Deloitte (Hartford, CT)
- …accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ... Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to...and administrators from every sector of the industry, including investment managers, investment partnerships, private … more
- Deloitte (Hartford, CT)
- …administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual ... you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.?… more
- Deloitte (Hartford, CT)
- …administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Hartford, CT)
- … investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, ... in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax… more
- Deloitte (Hartford, CT)
- …Tax Manager build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor and supervise seniors ... development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a… more
- Deloitte (Hartford, CT)
- …group. Tax seniors build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor and supervise new ... training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- Deloitte (Hartford, CT)
- …to a whole new level? Want to work with some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to be on a team ... & Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are… more
- Confluent (Hartford, CT)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... can best achieve their business goals and value-based outcomes via their Confluent investment . In this role, you will have the opportunity to build broad experience… more
- Confluent (Hartford, CT)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... can best achieve their business goals and value-based outcomes via their Confluent investment . In this role, you will have the opportunity to build broad experience… more