- Bank of America (Hartford, CT)
- Wealth Management Client Associate Hartford, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Liberty Bank (Middletown, CT)
- …and successful team of financial professionals serving the investing, financial planning, wealth management and insurance needs of our clients and prospects. ... Registered Service Associate 315 Main St, Middletown, CT 06457, USA...personalized training and support, a team-based atmosphere, and a client -first mission. This position reports to the Business Development… more
- Covr Financial Technologies (Hartford, CT)
- …life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and ... Advisor Success Associate (Inside Sales) REPORTS TO: Team Leader, Advisor...productivity and job satisfaction. We have strong core values: Client First, Collaboration, Innovation and Fun! JOB SUMMARY: The… more
- Kestra Financial (Hartford, CT)
- …for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage ... while advancing your career to focus on providing the most excellent client experience. Requirements . Minimum 3-5 years of experience in financial advising… more
- Broadridge Financial Solutions (Hartford, CT)
- …along the way, come join the Broadridge team. Broadridge is hiring!The Change Management Lead will play a key role in helping with enterprise software ... implementations (change initiatives) and Source-To-Pay related change management activities. This person will focus on the people side of change - including changes… more
- Broadridge Financial Solutions (Hartford, CT)
- …project stakeholders including Business, Product Owners, Development, Quality Assurance, Project Management and Client Support to ensure understanding of ... This role ensures what we deliver meets what the client expected while reducing the time from sales to...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Broadridge Financial Solutions (South Windsor, CT)
- …issues found, including procedural breaches in security policies + Keeping the Security Management Team informed of all security matters and issues as they pertain ... able to travel and perform other related duties and functions as assigned by management Requirements: + High School diploma or equivalent is required + Ability to… more