- Bank of America (Darien, CT)
- Team Financial Advisor Darien, Connecticut **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... community that is culture driven, resilient, results focused and effective. **Merrill Team Financial Advisor Business Development Program** **The Merrill… more
- Edward Jones (Oxford, CT)
- …and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client ... goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to… more
- Edward Jones (Port Jefferson, NY)
- …highly visible members of the client team , working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a ... describe you? If so, we need you on our team .** At Edward Jones, we're all about making a...making an impact to change lives. You and your financial advisor will complement each other to… more
- Bank of America (Southbury, CT)
- Market Leader - Advisor Development Program Hartford, Connecticut;Southbury, Connecticut; West Hartford, Connecticut; Springfield, Massachusetts; Ridgefield, ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hartford/Market-Leader Advisor -Development-Program\_25047184) **Job Description:** Merrill Wealth Management is a leading… more
- Nuveen Investments (Hamden, CT)
- …that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client ... a robust array of resources and solutions, The Wealth Advisor is part of a team who...team who partners with clients to identify their financial goals, analyze their financial landscape and… more
- JPMorgan Chase (Milford, CT)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this...to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a… more
- KeyBank (Norwalk, CT)
- …- Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... As a member of the Family Wealth relationship management team , they proactively collaborate with team members...fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and… more
- KeyBank (Brewster, NY)
- **Location:** 1505 Rt 22, Brewster New York **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank… more
- M&T Bank (Fairfield, CT)
- …owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has access ... Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the … more
- M&T Bank (Bridgeport, CT)
- …develop action plans. + **Consult with Senior Leadership:** Serve as a trusted advisor to the Executive Leadership Team , providing insights that inform strategic ... **Overview:** As the Organizational Capability Advisor , you will lead the design and implementation...ensure the organization continues to evolve as a leading financial institution. **Key Responsibilities:** + **Develop an Enterprise Capability… more
- H&R Block (West Haven, CT)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... You'll have the support of an expert team , dedicated to providing you with advanced tax training...service needs. We assist our clients in reaching their financial goals year-round. It would be even better if… more
- H&R Block (West Haven, CT)
- …play, our door is always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office during tax season to consistently exceed ... delivering outstanding customer experiences What you'll bring to the team + Support the Multi-Unit Team Leader,...help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health… more
- H&R Block (West Haven, CT)
- …clients with diverse tax needs and you'll have the support of an expert team , dedicated to providing you with advanced tax training you'll need to be successful. ... Sales and/or marketing experience What you'll bring to the team + Conduct tax interviews with clients and support...help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible… more
- KeyBank (North Haven, CT)
- …Avenue - North Haven, Connecticut 06473 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling...efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works… more
- World Insurance Associates, LLC. (Hamden, CT)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more
- JPMorgan Chase (Southport, CT)
- …and organization. Unlock your potential and help set new standards in financial services. As the Business Development Consultant within JP Morgan Wealth Management, ... implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams. +… more
- Nuvance Health (Danbury, CT)
- …responsible for providing strategic leadership and operational oversight for a team of utilization review staff, denials and appeals specialists, non-clinical ... The *System Care Coordination Leader* will be responsible for leading a team encompassing utilization review and denials/appeals specialists and will need to foster… more
- CVS Health (Ridgefield, CT)
- …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer...work independently and as an integral part of a team in a fast-paced environment, handle multiple priorities, and… more
- Edgewell Personal Care (Shelton, CT)
- …relationship with the finance function **Key Responsibilities** + Serve as the principal financial advisor to the Global Supply Chain, Operations, and Innovation ... us to foster a diverse, inclusive, and respectful environment where every team member can flourish and celebrate our shared achievements. **Position Summary** The… more
- Nuvance Health (Danbury, CT)
- … team with necessary contractual language to protect organization financial position specific to inpatient medical necessity requirements. * Employs creative ... case still does not meet, send to the Physician Advisor (PA) for a second level review. * Forward...Utilization Review (UR) Leadership. * Coordinate with the care team in changing patient status, as needed. i? 1/2… more