- Bank of America (West Hartford, CT)
- Private Client Advisor II West Hartford, Connecticut **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/West-Hartford/ Private - Client - Advisor -II\_25043793) **Job Description:** At Bank… more
- JPMorgan Chase (Springfield, MA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (Willimantic, CT)
- **Location:** 6 Storrs Road - Willimantic, Connecticut 06226 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- KeyBank (Hebron, CT)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- Insight Global (Springfield, MA)
- Job Description The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial ... clients by reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact,… more
- World Insurance Associates, LLC. (West Hartford, CT)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Acxiom (Hartford, CT)
- We are seeking a Client Solutions Architect - Senior Director who combines deep expertise in cloud data architecture with strong hands-on experience in Databricks ... This role is ideal for a senior leader who can serve as a trusted advisor to enterprise clients, guiding them through the design and delivery of modern, privacy-safe… more
- Deloitte (Hartford, CT)
- …across a variety of tax services that are relevant for public and private companies, ranging from project management support, analytical support, and tax consulting ... claims, IT, finance and accounting + Coordinating with the client 's tax and finance departments to gather data for...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Deloitte (Hartford, CT)
- …and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real… more
- Deloitte (Hartford, CT)
- …with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. ... and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Cognizant (Hartford, CT)
- …some SLS' will also engage in new logo markets. The Specialist will be a "trusted advisor " to both the client and the Cognizant Client Partner blending ... more of hyperscale and hybrid cloud & Infrastructure solutions supporting Cognizant's client account teams in vertical markets and their account expansion plans into… more
- Deloitte (Hartford, CT)
- …group, you will provide federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the ... client , manage the tax engagement team, have access to...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Public Consulting Group (Hartford, CT)
- …structures. * Apply a structured methodology and change management tools to advise client on strategy to support adoption of changes for projects * Responsible for ... OCM Plan, and execution of the plan as lead advisor * Operate independently as a lead and Subject...team of OCM, and non SME team to execute client needs and OCM plan * Advise the … more
- CBRE (Hartford, CT)
- …** Client Relationship Management** + Serve as a trusted advisor tohigh valuecorporate buyersthroughout the transaction lifecycle. + Maintain frequent ... proactively engage corporate buyers of transferable tax credits including Fortune 1000and private companies. + Build and manage a pipeline of corporate relationships… more
- Deloitte (Hartford, CT)
- …in the banking and financial services industries. You will work directly with the client , manage the tax engagement team, have access to an elite group of ... career. Responsibilities will include: + Developing and maintaining strong client relationships on various federal tax consulting/compliance engagements. + Advising… more
- Confluent (Hartford, CT)
- …a Federal Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this ... Azure) + Solid understanding of cloud networking and security technologies (eg VPC, Private Link, Private Service Connect, TLS/SSL, SASL, Kerberos, etc.) +… more
- Deloitte (Hartford, CT)
- …regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy client ... Pass-through lease + Maintain and develop strong internal and client relationships + Demonstrate sound judgment and a quality-first...of business tax services is relevant for public and private companies, and range from tax planning to tax… more
- Deloitte (Hartford, CT)
- …conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax ... new and experienced-level Tax Consultants and Tax Seniors; begin taking on lead client contact roles on engagements; be involved in sales and marketing activities;… more
- American Express Global Business Travel (Hartford, CT)
- …a variety of complexity, for air, road, rail, and accommodations + Manage private jet aviation travel services + Ensure contingency plans are available for flights, ... and/or back office systems + Act as a trusted advisor by using travel expertise to proactively provide advice...car, air, and hotel + Passion for excellence in client service, including proactive anticipation of needs + Native… more
- Deloitte (Hartford, CT)
- …administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, ... + 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns + Bachelor's degree in accounting,… more