- 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 (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 ... 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 (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
- 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
- Wesleyan University (Middletown, CT)
- …Commencement Weekend is our largest annual event. Reporting to the Senior Philanthropic Advisor , the Associate Director, Reunion Giving manages efforts to secure ... which is in the second year of its public phase. While raising financial support for key University initiatives, the campaign also aims to broaden Wesleyan's… more
- Bank of America (Hartford, CT)
- …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 Hartford, Connecticut **Job Description:** Merrill Wealth Management...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- dsm-firmenich (Shelton, CT)
- ** Associate HR Director i-Health** **Location:** Shelton, CT **Place of work:** Hybrid Bring your passion for people, health and wellness to dsm-firmenich! We're ... hands-on HR leader to join our i-Health team. As Associate HR Director i-Health, you'll be the driving force...**Your Key Responsibilities:** + Serve as a trusted HR advisor and sparring partner to business leaders, cross-functional leads… 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
- 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
- Veralto (New Haven, CT)
- …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
- 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
- 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