- UMB Bank (Hartford, CT)
- ** RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… more
- JPMorgan Chase (Avon, CT)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Citizens (Branford, CT)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand...+ A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. +… more
- Edward Jones (Middletown, CT)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... relationships. It's our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide every possible resource to help you succeed. A… more
- Kestra Financial (West Hartford, CT)
- …advisors who develop new business. Essential Duties and Responsibilities + Supports Lead Advisor on book of business, including managing client needs regarding ... reviews + Manage data and plans in financial planning software (eMoney Advisor ) + Responsible for client meeting preparation and follow-up, including assembling… more
- Travelers Insurance Company (Hartford, CT)
- …- $67,900.00 **Target Openings** 25 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor ... In this role, you'll learn to manage inbound business opportunities and maintain client communication via outbound calls and emails until the sale is finalized. You… more
- Bank of America (Cheshire, CT)
- Financial Solutions Advisor - Southern CT. Market Westport, Connecticut;Norwalk, Connecticut; Southbury, Connecticut; Cheshire, Connecticut **To proceed with your ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westport/Financial-Solutions- Advisor Southern-CT-Market\_25033157) **Job Description:** At Bank of America, we… more
- Travelers Insurance Company (Hartford, CT)
- …Do: Transform how people protect what matters most! As an Insurance Advisor Trainee, you'll become a trusted sales consultant helping customers nationwide find ... in making you an expert -Real Impact from Day One: manage your client relationships and close deals -Master Consultative Selling: no pushy tactics, just genuine… more
- Oracle (Hartford, CT)
- …as C or C+Bonus: Experience in a Chief Architect or Technical Advisor role in a fast-paced, matrixed organizations **Responsibilities** 1. Technical Expertise ... prioritization, project planning, and follow-through. 4. Leadership & Soft Skills Trusted advisor to senior tech leaders. Able to mentor engineers and drive… more
- Oracle (Hartford, CT)
- …standards. We are currently seeking a **Third-Party Risk Management (TPRM) Security Advisor ** to join our team. This critical role is responsible for driving ... functions within Oracle's third-party risk management program. As the **TPRM Security Advisor ** , you will ensure that all suppliers and service providers align… more
- UNUM (Hartford, CT)
- …provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring ... Minimum starting hourly rate is $22.00 The Customer Benefit Advisor (CBA) I is the entry level in a...performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5%… more
- Kohl's (Plainville, CT)
- About the Role As Beauty Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... approach and ensure an excellent overall client experience. You will maintain expert knowledge of top...Protection Plans, Critical Illness Plans and more), SAVINGS & RETIREMENT BENEFITS (401k, Flexible Spending Accounts and associate discount… more
- H&R Block (Avon, CT)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and… more
- Oracle (Hartford, CT)
- …Responsibilities: . Customer Advocacy & Executive Engagement o Serve as a trusted advisor to CISOs and other security executives in all industry sectors across ... strategic leadership with technical depth Disclaimer: **Certain US customer or client -facing roles may be required to comply with applicable requirements, such… more
- H&R Block (Avon, CT)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll… more
- H&R Block (Avon, CT)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
- H&R Block (West Hartford, CT)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. It would be even… more
- NTT America, Inc. (Hartford, CT)
- … and prospect situations that positions the sales team member as an expert client advisor . Success will require the ability to link company offerings, including ... thrive. **Your day at NTT DATA** As a Senior Client Manager at NTT DATA, you will be instrumental...with them and to be seen as a trusted advisor . + Sales solution skills. The knowledge of the… more
- Oracle (Hartford, CT)
- **Job Description** **Sr. SaaS Consulting Client Partner, Manufacturing** **Location, Remote/US Nationwide/Travel** Oracle's mission is to help people see data in ... their unique skills, energy, and creativity to help us continuously deliver extraordinary client experiences. As a Sr. Client Partner, you will be responsible… more
- World Insurance Associates, LLC. (West Hartford, CT)
- …and policy change requests + Carrier document attachments and Certificates of Insurance + Shadowing client calls and Client Advisor or Carrier visits + Data ... commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Position Summary The… more