- Bank of America (West Hartford, CT)
- Private Client Advisor II West Hartford, Connecticut **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/West-Hartford/ Private - Client - Advisor -II\_25015921) **Job Description:** At Bank… more
- KeyBank (South Windsor, CT)
- …Buckland Road - South Windsor, Connecticut 06074 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- KeyBank (East Haven, CT)
- **Location:** 245 Main Street - East Haven, Connecticut 06512 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- Citizens (Old Lyme, CT)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes… more
- KeyBank (Guilford, CT)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- EFI Global (Hartford, CT)
- …consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm ... here to learn more about EFI Global. **Seeking an experienced Project Advisor in the Building Sciences Industry with experience in Asbestos, Lead,… more
- Deloitte (Hartford, CT)
- …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client , ... partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning… more
- World Insurance Associates, LLC. (Hamden, CT)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Vanguard (Hartford, CT)
- …have entrusted $9.9 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded ... funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust...growth and retention of assets that sit within the private wealth hubs of the Wirehouse channel in the… more
- Deloitte (Hartford, CT)
- …compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As ... to clients in the Real Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to an elite group of specialists… more
- Deloitte (Hartford, CT)
- …across a variety of tax services that are relevant for public and private companies, ranging from project management support, analytical support, and tax consulting ... claims, IT, finance and accounting + Coordinating with the client 's tax and finance departments to gather data for...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Cardinal Health (Hartford, CT)
- …positions of greater responsibility in the future. + Maintain working knowledge of client -facing and industry trends as well as providing updates to program and team ... performance, patient support, and implementation of all applicable Sonexus offerings. + Own client relationship and act as the escalation point / liaison for all… more
- Deloitte (Hartford, CT)
- …and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real… more
- Public Consulting Group (Hartford, CT)
- …deliverable creation, and communicating project performance and progress. + Advise senior client executives and as a trusted advisor for technology-related ... our Technology Consulting Practice Area. The Director will work with senior client executives implementing or advising on large-scale software solutions in Public… more
- Deloitte (Hartford, CT)
- …with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. ... and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Deloitte (Hartford, CT)
- …group, you will provide federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the ... client , manage the tax engagement team, have access to...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Deloitte (Hartford, CT)
- …in the banking and financial services industries. You will work directly with the client , manage the tax engagement team, have access to an elite group of ... career. Responsibilities will include: + Developing and maintaining strong client relationships on various federal tax consulting/compliance engagements. + Advising… 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 ... Azure) + Solid understanding of cloud networking and security technologies (eg VPC, Private Link, Private Service Connect, TLS/SSL, SASL, Kerberos, etc.) +… more
- Deloitte (Hartford, CT)
- …conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax ... new and experienced-level Tax Consultants and Tax Seniors; begin taking on lead client contact roles on engagements; be involved in sales and marketing activities;… more
- Deloitte (Hartford, CT)
- …regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy client ... Pass-through lease + Maintain and develop strong internal and client relationships + Demonstrate sound judgment and a quality-first...of business tax services is relevant for public and private companies, and range from tax planning to tax… more