- Edward Jones (Port Jefferson, NY)
- …volume of applicants. **If you're looking for a challenging and rewarding career** , the Associate Financial Advisor role at Edward Jones may be the right ... + Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program + A support network… more
- 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
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer skills (Outlook, Word,… more
- Lincoln Technical Institute (Shelton, CT)
- …education and achieve their career goals! Key Requirements for Financial Aid Advisor -- Continuing Students + Associate 's degree or equivalent combination of ... Financial Aid Advisor /Continuing Students - Lincoln... Financial Aid Advisor /Continuing Students - Lincoln Tech - On-Site -...us at Lincoln Tech! We're looking for an experienced Financial Aid Advisor -- Continuing Students at… 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
- H&R Block (Southbury, CT)
- …and play, our door is always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office during tax season to consistently ... offerings can help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health Advocate. + Wellbeing… more
- UMB Bank (Hartford, CT)
- **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... or Finance or combinations of education & experience preferred + 5+ years of financial services industry experience, with a minimum of 3 years of experience in a… more
- H&R Block (Southbury, CT)
- …benefit offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate ... well-being programs including mental health support and coaching + 401k Retirement Savings Plan and Employee Stock Purchase Plan + Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you!… more
- Walmart (Medford, NY)
- …to plan for and drive sales improve the service experience and elevate associate engagement utilizing hand held technology and systems to make immediate business ... and wallet! -Health benefits include medical, vision and dental coverage - Financial benefits include 401(k), stock purchase and company-paid life insurance -Paid… more
- KeyBank (Norwalk, CT)
- …, and partner to the people and businesses in our KeyBank communities. A Financial Wellness Associate (FWA) splits their time between client servicing and ... to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time).… more
- Wells Fargo (Danbury, CT)
- …. **In this role, you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service and operational related activities ... this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of...telephone, direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account… more
- IBM (Southbury, CT)
- **Introduction** We are seeking a talented IBM Associate Partner - SAP User Experience Architect to join our dynamic team. The ideal candidate will possess deep ... and applications, specifically Signavio, LeaniX, and WalkMe. As an Associate Partner, you will play a critical role in...and IBM communities, establishing our firm as a trusted advisor in the SAP UX space. * Incentive Maximization:… more
- IBM (Southbury, CT)
- **Introduction** We are seeking a highly skilled and motivated IBM Associate Partner - SAP Business AI Architect to join our team. The ideal candidate will possess ... that unlock business value for our clients. As an Associate Partner, you will play a pivotal role in...and IBM communities, establishing our firm as a trusted advisor in the SAP Business AI space. * Incentive… more
- IBM (Southbury, CT)
- **Introduction** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a-Service Architect to join our team and lead the practice in ... and responsibilities** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a-Service Architect to join...and IBM communities, establishing our firm as a trusted advisor in the SAP AI-driven testing space. * Incentive… more
- Robert Half Finance & Accounting (Fairfield, CT)
- Description Join a fast-growing, innovative financial firm that's redefining how investors access sophisticated strategies through exchange-traded products. Our ... client is looking for a Client Services Associate to play a key role in expanding their...include: . Maintain and segment CRM data to enhance advisor engagement and inform sales strategy. . Build dashboards… more
- Coinbase (Hartford, CT)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... power of crypto and blockchain technology to update the financial system. We want someone who is eager to...fully supported. This role is for a Senior Sanctions Associate within Enterprise Compliance. The Coinbase Sanctions Advisory team… more
- Coinbase (Hartford, CT)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... power of crypto and blockchain technology to update the financial system. We want someone who is eager to...proactive escalation/resolution of issues * Serve as a trusted advisor and key resource to all cross-functional teams, ensuring… more
- AON (Norwalk, CT)
- Early Careers: Associate Consultant - Data Solutions Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the ... colleagues and clients succeed. Join an industry-leading team at Aon as an Associate Consultant within our Data Solutions business group, part of the Talent… more
- Nuvance Health (Danbury, CT)
- …level of care. If the case still does not meet, send to the Physician Advisor (PA) for a second level review. * Forward cases that require secondary physician review ... to appropriate resource (eg, Physician Advisor ). * Resolve any discrepancy at the time of...contracting team with necessary contractual language to protect organization financial position specific to inpatient medical necessity requirements. *… more