- Citizens (Westbrook, CT)
- …and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and ... personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and… more
- Edward Jones (Waterford, CT)
- **Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… 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 ... 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, supported by… more
- Bank of America (Mystic, CT)
- …such as core Banking, and Investment and Life Priority (TM) solutions + Shadows Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Mystic, CT)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Old Saybrook, CT)
- Financial Solutions Advisor - Consumer Investments - Southern CT. Market Westport, Connecticut;Southbury, Connecticut; Yorktown Heights, New York; Old Saybrook, ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- JPMorgan Chase (Groton, CT)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Citizens (Westerly, RI)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified ... based on their financial goals, including but not limited to Financial Advisor , Wealth Advisor , Home Loan Officer, Small Business Partners. + Provide… more
- Edward Jones (Essex, CT)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Bank of America (Mystic, CT)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- H&R Block (Cromwell, CT)
- **524428BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... that will grow stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and business services needs… more
- Bob's Discount Furniture (Manchester, CT)
- …is a top priority. We focus on three core wellness pillars: Emotional, Physical and Financial . Below are just some of the benefits that we offer: + Feeling under the ... option to add Voluntary Life Insurance as well! + Financial Planning, Voluntary Legal Benefits and Wellness Plans +...and team growth. + Act as a key technical advisor in discussions with suppliers and manufacturing partners, ensuring… more
- Naval Facilities Engineering Command (Submarine Base, CT)
- …public sector. Specialized experience must demonstrate the following: 1) Serving as an advisor to a Public Works Officer on budget management and facilities matters, ... strategies to maximize performance within available resources; 2) Evaluating financial , technical and administrative techniques to provide economical facilities… more
- H&R Block (Cromwell, CT)
- …offerings can help associates plan for their unique health, wellbeing and financial wellness needs.** + **Employee Assistance Program** **with Health Advocate.** + ... applicable state requirements** + **High school diploma / equivalent or higher** **Posting Title:** **Block Advisor Tax Associate** **Sponsored Job:** **\#20653** more
- Stryker (East Hartford, CT)
- …people, and committed to building strong relationships as a trusted advisor to our clients. Required Skills + **Integrity:** Reliable, dependable, trustworthy, ... personalized healthcare support, wellbeing program and tobacco cessation program. Financial benefits include: Health Savings Account (HSA), Flexible Spending… more