- 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
- Edward Jones (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
- Humana (Hartford, CT)
- …caring community and help us put health first** The Virtual Health Network Advisor will be accountable for leading the contracting strategy to support the ... contract language development, negotiation, contract execution, and management. The Advisor must have strong analytical and critical thinking skills. The… 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
- 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
- H&R Block (Avon, CT)
- …IRS and applicable state requirements + High school diploma / equivalent or higher **Posting Title:** Block Advisor Tax Associate **Sponsored Job:** \#20653 ... **524907BR** **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
- 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
- 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