• Careers.com (Hamden, CT)
    Financial Advisor Associate Morgan Stanley Hiring Event Full-time, 4 year degree, Banking - financial Services, Security, Sales - Marketing, Finance,
    Careers.com (07/20/18)
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  • Financial Advisor Associate

    Careers.com (Norwalk, CT)
    Financial Advisor Associate Full-time, 4 year degree, Banking - financial Services, Security, Sales - Marketing, Finance, Banking, Sales
    Careers.com (07/21/18)
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  • Associate Financial Advisor

    Connecticut Wealth Management, LLC (Farmington, CT)
    …to interact well with our clients. The immediate and predominant responsibilities of an associate financial advisor are to provide operational support to a ... into financial planning software. Monitoring client portfolios. As an associate financial advisor becomes more familiar with how Connecticut Wealth… more
    ZipRecruiter (06/25/18)
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  • Campus - Associate Financial

    Bank of America (New Haven, CT)
    **Job Description:** The Associate Financial Advisor Development Program (AFADP) is a 12-month extended training opportunity designed for high potential, ... a wealth management practice and eventually become a full-fledged Merrill Lynch financial advisor . This structured and disciplined program demonstrates our… more
    Bank of America (07/11/18)
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  • Associate Financial Advisor

    KeyBank (Stamford, CT)
    Associate Financial AdvisorinStamford, CTatKey Bank- Corporate Date Posted:7/16/2018 ApplyNot ready to Apply? Share With: Job Snapshot + Employee Type: Full-Time ... with all assigned Branches. ESSENTIAL JOB FUNCTIONS: Partner with Sr. Financial Advisor in the coordination of all aspects of investment product delivery… more
    KeyBank (07/18/18)
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  • Private Client Advisor II - Connecticut…

    Bank of America (Stamford, CT)
    …Description:** Senior level associate who provides advice to clients with complex financial needs. A PCA focuses on sales to new and existing High Net Worth ... are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession… more
    Bank of America (07/05/18)
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  • Director of Mentor, Advisor , and Partner…

    Yale University (New Haven, CT)
    …of the Tsai Center for Innovative Thinking at Yale, the Director of Mentor, Advisor , and Partner Networks will develop an inspiring and diverse community of external ... discrimination in educational programs and activities at institutions that receive federal financial assistance. Questions regarding Title IX may be referred to the… more
    Yale University (07/03/18)
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  • Senior Registered Client Service Associate

    Kestra Financial (Westport, CT)
    … based in Westport, CT is looking to hire a Senior Client Service Associate who reports to the Principal Advisor while managing operational activities and ... "Pivot Tables" and Power Point) are essential + Experience with financial planning/reporting software preferred + Strong time management and organizational skills;… more
    Kestra Financial (07/22/18)
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  • Senior Registered Client Service Associate

    Kestra Financial Independent Advisor (Westport, CT)
    … based in Westport, CT is looking to hire a Senior Client Service Associate who reports to the Principal Advisor while managing operational activities and ... Excel "Pivot Tables" and Power Point) are essential Experience with financial planning/reporting software preferred Strong time management and organizational skills;… more
    Workable (07/20/18)
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  • GenSpring Family Offices Advisory Services…

    SunTrust Banks (Greenwich, CT)
    …and every day to meet system deadlines. Certificate programs such as Certified Trust Financial Advisor (CTFA) or Certified Financial Planner (CFP) a plus ... Req ID: W451248 Job Description The GFOAS Associate position is responsible for assisting in the... candidate should have a basic understanding of general financial planning topics and be familiar with trust documents,… more
    SunTrust Banks (07/13/18)
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  • Associate Vice President for Finance

    Wesleyan University (Middletown, CT)
    …and will provide guidance to ensure the effective stewardship of the University's financial resources. The Associate Vice President for Finance will have ... Position Information Job Posting Number S00580 Position Title Associate Vice President for Finance Department Office of...responsibility for the long-range financial planning, budget development and annual budget control activities… more
    Wesleyan University (07/04/18)
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  • Client Associate

    Bank of America (Greenwich, CT)
    …and other life goals through investment advice and guidance. Merrill Lynch's financial advisors help clients pursue the life they envision through a one-on-one ... relationship with an advisor committed to their needs. We believe trust comes...needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment… more
    Bank of America (07/10/18)
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  • Client Service Associate

    Morgan Stanley (Westport, CT)
    …firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams, as well as, new and existing clients. DUT I ... POSITION SUMMARY: The Client Service Associate enhances the client experience by providing exceptional...assets, and serving as administrative and operational support to Financial Advisors. The Client Service Associate is… more
    FinancialJobsWeb (07/20/18)
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  • Financial Services Representative

    Retirement Planning Partners (North Haven, CT)
    financial outlook of clients one suggestion at a time as our next financial advisor . Your skills will be instrumental in aiding clients with proper wealth ... retirees are concerned to some degree about their long-term financial future in retirement, it is troubling that only...please send your resume and a cover letter to our Associate General Agent - Stephen Machnicz, Sr. at… more
    Live Career (07/01/18)
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  • Client Associate

    Bank of America (Southbury, CT)
    …and other life goals through investment advice and guidance. Merrill Lynch's financial advisors help clients pursue the life they envision through a one-on-one ... relationship with an advisor committed to their needs. We believe trust comes...needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment… more
    Bank of America (07/11/18)
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  • Tax Associate

    PKF O'Connor Davies (Stamford, CT)
    …a prominent Investment Advisor in Stamford, CT is seeking a Tax Associate to join their team. Qualified candidates should have a Bachelor's degree in accounting ... Furthermore, applicant should have basic knowledge of taxation of financial instruments and general familiarity with financial ...and BNA tax research programs. Position Description The Tax Associate will report to the Director of Tax and… more
    PKF O'Connor Davies (07/04/18)
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  • Client Associate

    Bank of America (Stamford, CT)
    …and other life goals through investment advice and guidance. Merrill Lynch's financial advisors help clients pursue the life they envision through a one-on-one ... relationship with an advisor committed to their needs. We believe trust comes...needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment… more
    Bank of America (07/19/18)
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  • External Audit/Assurance, PCS - Senior…

    PWC (Stamford, CT)
    …We go inside companies, get to know their businesses, and then assure that the financial information they report to the public is clear and reliable. We stand firm ... As a Private Company Services professional, you will serve as a trusted advisor , providing guidance on the wide array of business, accounting and tax matters… more
    FinancialJobsWeb.com (07/19/18)
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  • Sales Associate

    Tapestry, Inc. (Danbury, CT)
    …and forward thinking * Builds credibility and trust as a personal fashion advisor by communicating fashion awareness and trends in the marketplace * Understands ... * Flexes personal selling techniques to contribute to overall store financial results * Demonstrates persuasive (not aggressive), confident, friendly and genuine… more
    Tapestry, Inc. (06/22/18)
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  • Associate Manager - Westfarms

    Tapestry, Inc. (Farmington, CT)
    …strategies and personal selling techniques to contribute to overall store and financial results * Maximizes floor supervisor role to deliver strong metrics and ... sales strategies and tactics * Builds credibility and trust as a personal fashion advisor to both team and customers by communicating fashion awareness and trends in… more
    Tapestry, Inc. (06/21/18)
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