- 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 (Vernon Rockville, 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 ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… 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
- 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
- Bank of America (Springfield, MA)
- …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 Springfield, Massachusetts **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management… 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
- Bank of America (Vernon, CT)
- Senior Banker - Vernon Circle Financial Center Vernon, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help make ... financial lives better through the power of every connection....has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor… 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
- University of Massachusetts Amherst (Amherst, MA)
- …within SBS. Under the supervision of and in collaboration with the Senior Associate Dean for Education and Student Development, the Assistant Dean and Executive ... Exploratory Track advisors. + Designs and implements programs to enhance advisor effectiveness and facilitate communication and exchange of information among… more
- Veralto (Springfield, MA)
- …401(k) + Wellbeing Program, with rewards. + Employee Assistance Program (legal, financial , and counseling resources) Reporting to the **Field Service Manager** the ... and resolve challenges and problems. + Become a trusted advisor and partner for our customers, to develop excellent...This range may be modified in the future. An associate 's position within the salary range will be based… 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
- 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