- Edward Jones (Branford, CT)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own… 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 ... your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Covr Financial Technologies (Hartford, CT)
- …and manage to key KPIs + Perform hands on tasks key to sales penetration; advisor sales calls, virtual POS, POS, regional training events, branch meetings, etc + ... National Sales Manager, Covr Advisor REPORTS TO: CRO DEPARTMENT: Advisor ...life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs,… more
- Elevance Health (Wallingford, CT)
- **National Account Advisor ** **Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing ... balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may… more
- Lincoln Financial (Hartford, CT)
- …this opportunity. **Requisition #:** 73936 **The Role at a Glance** As the Financial Services Wholesaling Representative for the Life Insurance team, you will build ... established individual and team sales goals and help the advisor provide the right solutions to their clients. This...volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful… 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 ... business summary reports and client-specific reporting as needed for review by the financial advisor . Creates and maintains records and files utilizing Client… more
- Lincoln Financial (Hartford, CT)
- …relevant to Group Protection's products and services + Key contributor & advisor in cross-functional team environments & interact with business partners to ... experience in the following areas: providing direction to insurance or financial services industry clients; advising business clients on ERISA, group… more
- Lincoln Financial (Hartford, CT)
- …capitalize on the opportunities to cross sell and penetrate new and existing financial advisors. + Conducts firm/ advisor meetings to achieve sales targets. (eg ... **What you'll be doing** + Develop deep understanding of Lincoln Financial 's Alternatives platform and effectively represent individual solutions, to wealth… more
- Veterans Affairs, Veterans Health Administration (West Haven, CT)
- …by Supervisor Telework: Not Authorized Virtual : This is not a virtual position. Financial Disclosure Report: Required Notifications: This position is not ... influence the organizational healthcare mission. The Chief Nurse functions as an advisor , administrator, educator, consultant, and mentor who possesses a wide range… more
- Zoom (Hartford, CT)
- …a sales manager position, excels at live facilitation (both in-person and virtual ), and is adept at translating complex sales strategies into actionable, engaging ... Training to All Field Roles + Facilitate live and virtual training sessions for new hires and experienced field...and ensure field relevancy. + Serve as a trusted advisor and coach to field leaders, supporting frontline managers… more
- CVS Health (Hartford, CT)
- …corporate leaders. This role is for an advocate, change agent and trusted advisor for the business relationship, driving engagement and adoption. It requires a blend ... expenditures throughout the project lifecycle and ensures adherence to financial constraints. -Prepares and presents project progress reports to stakeholders… more
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring… more
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more
- Sprinklr (CT)
- …a culture of accountability and customer impact. + **Act as a strategic advisor to customer executives** , helping steer programs toward business outcomes and ... we provide a range of comprehensive health plans, leading well-being programs, and financial protection for you and your family through a range of global and… more
- The Cigna Group (Bloomfield, CT)
- The job profile for this position is Account Management Advisor , which is a Band 4 Contributor Career Track Role with Cigna Health and Life Insurance Company. ... increase client satisfaction and retention. + Provides consultative guidance on the financial stability of medical plans and cost containment measures. + Drives… more
- M&T Bank (Bridgeport, CT)
- …or product strategy analysis, historical reporting, work flow analysis, and financial analysis. + Identify trends, ermerging issues and engage relevant stakeholders ... to develop project plans, organize virtual and physical events, synthesize multiple points of view...duties as assigned. **Supervisory/ Managerial Responsibilities:** Acts as an advisor and coach to mentor junior team members May… 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 ... delivery, time, project and priority management skillsExperience in project financial fundamentals + Love for work in a fast...(eg Java, Python, Go, etc.) + Experience with Java Virtual Machine (JVM) tuning and troubleshooting + Experience with… more