- Cardinal Health (Hartford, CT)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance… more
- TD Bank (Greenwich, CT)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor role is a three-year program with a forgivable draw, ... financial advisors or planners who will be providing financial planning guidance & selling investment management...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… more
- Bank of America (North Haven, CT)
- Financial Solutions Advisor - Consumer Investments - Southeast CT. Market Branford, Connecticut;Westerly, Rhode Island; Wallingford, Connecticut; North Haven, ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Covr Financial Technologies (Hartford, CT)
- Director of Advisor Channel Sales REPORTS TO: CRO DEPARTMENT: Advisor Sales FLSA STATUS: Exempt TRAVEL: None WORK SCHEDULE: M-F, may need to flex times due to ... advisors and clients to purchase insurance. Through partnerships with top financial institutions and their advisors, Covr's innovative digital platform provides the… more
- TD Bank (Hartford, CT)
- …ability to build and maintain strong and productive working relationships + Financial analysis and general analytical ability, including understanding and some ... with investment concepts + Understanding and some experience with general taxation and financial planning + Critical thinker with flexibility and ability to… more
- M&T Bank (West Hartford, CT)
- …current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of ... the client based on the analysis . + Responsible for leading the development of sales...client base .Promote and sell the full array of financial services distributed by the Company to current and… more
- ProMedica Health System (Avon, CT)
- …is completed prior to move-in along with tracking to screen residents for financial appropriateness Market Planning and Analysis Develops and executes ... Arden Courts of Avon is hiring a Memory Care Advisor - Sales and Marketing Director! The Memory Care... - Sales and Marketing Director! The Memory Care Advisor or Sales and Marketing Director is responsible for… more
- The Cigna Group (Bloomfield, CT)
- …LifeSource Transplant Analytics team as a Provider Contract & Network Underwriting Advisor . In this role, you will assist contractors in creating network solutions ... Cigna's competitive position in the market. You will use financial models to evaluate the impact of proposed terms...with a provider + Independently and effectively manage the planning process and drive the plan to meet overall… more
- Deloitte (Stamford, CT)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and cash-tax planning… more
- The Salvation Army (Hartford, CT)
- …lawyers, financial planners, and other professional advisors with gift planning and additional specific financial information. + Implement donor and ... Overview Location: Divisional Headquarters, Advancement Department, Gift Planning Office (Hartford, CT) Status: Full-time Hours Per Week: 35 Schedule: Mon-Fri; 9:00… more
- AIG (Wilton, CT)
- …including financial reporting, risk management, compliance with regulatory standards, and financial planning and analysis . Financial processes within ... GAAP, maintain strong internal controls, and conduct risk assessments to safeguard financial integrity. They oversee the financial close, reconciliations, and… more
- WM (Windsor, CT)
- …major bid and project reviews, including directing pro forma preparation and financial sensitivity analysis . **III. Supervisory Responsibilities** This job may ... and growth performance. As a key member and strategic advisor to the SBS finance leadership team, this role...Other Knowledge, Skills or Abilities Required + Proficiency in financial statement analysis and economic evaluation. +… more
- Deloitte (Hartford, CT)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates… more
- Bank of America (Fairfield, CT)
- …+ Client Solutions Advisory + Financial Analysis + Financial Forecasting and Modeling + Wealth Planning **Minimum Education Requirement:** High ... across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment...equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)… more
- Deloitte (Hartford, CT)
- …strategy, consulting, and financial acumen, you will serve as a trusted advisor to leaders and their teams focused on building solutions across Talent, Enabling ... Finance, and the Businesses to serve as a trusted advisor on workforce planning activities. + Change...+ Demonstrated ability work and alongside AI tools and analysis to drive outcomes with human intervention Information for… more
- Raymond James Financial, Inc. (Westport, CT)
- …Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... trained and skilled to effectively and efficiently perform the Financial Advisor role: + If hired as...abreast of investment products, industry rules and regulations, and financial planning . + Performs other duties and… more
- Nuvance Health (Danbury, CT)
- …will support the pursuit of excellence in care coordination, discharge planning , resource stewardship, and regulatory compliance, ultimately contributing to improved ... *Essential Responsibilities * * *Strategic Leadership & Vision:* * *Strategic Planning :* Develop and implement a comprehensive, patient-centric vision and strategy… more
- Lincoln Financial (Hartford, CT)
- …design, development, and optimization of complex Anaplan models that drive enterprise planning and decision-making. You will play a critical role in expanding the ... systems to ensure data accuracy and consistency. * Serve as a key advisor within the Anaplan Center of Excellence, mentoring model builders and promoting knowledge… more
- CBRE (Hartford, CT)
- …in-depth knowledge of financial terms and principles. Reviews complex financial /business analysis and reports prepared by subordinates. Ability to analyze ... Business Development * Evaluates industry and business trends and analyzes financial performance indicators for potential impact on operations and responds with… more