- Kestra Financial (West Hartford, CT)
- …CT. We have a customer-centric, modern, and inclusive work environment. Your role as an Associate Financial Advisor at Bergenn Financial Group is to ... (Outlook, Word, Excel, and PowerPoint) are essential + Proficiency in eMoney Advisor financial planning software is strongly preferred + Excellent communication… more
- 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 (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
- Otsuka America Pharmaceutical Inc. (Hartford, CT)
- …opportunities purportedly on our behalf. Please understand, Otsuka will **never** ask for financial information of any kind or for payment of money during the job ... application process. We do not require any financial , credit card or bank account information and/or any payment of any kind to be considered for employment. We will… more
- Sedgwick (Hartford, CT)
- …Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Medical Malpractice (Professional Liability) ... not limited to Bachelor of Science in Nursing, Legal Nurse Consultant, Associate in Claims (AIC), Chartered Property and Casualty Underwriter (CPCU), Associate… more
- The Cigna Group (Bloomfield, CT)
- …centers effectively and efficiently for the business. The Business Analytics Senior Advisor will be responsible for leading critical analytical work that supports ... experience and operating efficiency, as well as supporting improvements in the associate experience through better capabilities and tools. They will work closely… more
- The Cigna Group (Bloomfield, CT)
- …call centers effectively and efficiently for the business. The Business Analytics Advisor will be responsible for supporting critical analytical work that impacts ... experience and operating efficiency, as well as supporting improvements in the associate experience through better capabilities and tools. They will work closely… more
- Wells Fargo (Farmington, CT)
- …lines of business at wellsfargojobs.com. **In this role, you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as ... this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… 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
- Humana (Hartford, CT)
- …Humana's Insurance IT organization is seeking an experienced and strategic Associate Director, Technology Solutions to lead technology efforts within the Enrollment ... strategic direction and tactical execution. Experience in Enrollment systems, Humana financial processes, and enterprise data management is highly preferred. The … more
- Wesleyan University (Middletown, CT)
- …Commencement Weekend is our largest annual event. Reporting to the Senior Philanthropic Advisor , the Associate Director, Reunion Giving manages efforts to secure ... which is in the second year of its public phase. While raising financial support for key University initiatives, the campaign also aims to broaden Wesleyan's… 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
- KeyBank (Hartford, CT)
- …Street, Suite 1910 - Hartford, Connecticut 06103 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain ... adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. + Coordinate officer transitions… 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
- SHI (Hartford, CT)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... and our data solutions. + Act as a trusted advisor to clients, providing expert guidance and technical leadership....Azure Solutions Architect Expert (AZ-305) + Azure Data Engineer Associate (DP-203) + Azure Data Analyst Associate … more
- EverBank (Hartford, CT)
- …sharing best practices and creating operational efficiencies. + Functions as a trusted Advisor to Credit ensuring the business maintains a strong risk and control ... 9IC **Preferred Qualifications** + 7-10+ years direct experience at a financial institution, preferably in Fund Finance + Experience sourcing new transactions… more
- Zurich NA (Hartford, CT)
- …operational planning and support the leadership in developing long-term business, financial and operational plans Responsibilities of a Strategy and Business ... recommendations. + Conduct ongoing analysis of competitors, market trends, and financial statements to generate insights that support strategic decision making and… more
- The Goodyear Tire & Rubber Company (Wethersfield, CT)
- …Director, Assistant Service Manager, Shop Foreman, Fixed Operations Manager, Service Advisor Manager, Warranty Manager, Operation Sales Manager **Base pay offered ... order to provide exceptional customer service while maintaining the financial integrity of the Company. You will be required...+ Able to meet commercial driver qualification requirements. + Associate or bachelor's degree + Commercial Tire sales or… more
- Zoom (Hartford, CT)
- …addenda. Prepare and negotiate partner and channel agreements, business associate agreements, and professional services agreements. Handle statements of work, ... creation of contract templates, playbooks, guides, and policies. + Being a trusted advisor and business partner across the company by assisting and advising the… more