- Edward Jones (East Hartford, CT)
- …your way - with 100% support from us . **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported ... may calculate a preliminary total compensation with this calculator (https://careers.edwardjones.com/career-areas/ experienced - financial - advisor /compensation-and-benefits/) Hiring Minimum $50,000 Hiring… more
- Bank of America (Springfield, MA)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...to criminal penalties and civil liability._ **Shift:** 1st shift ( United States of America) **Hours Per Week:**… more
- Thrivent Financial (Worcester County, MA)
- …you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... or looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed.… more
- M&T Bank (Holyoke, MA)
- …decisions in alignment with their individual needs. + *Coach and mentor less experienced Financial Advisors, Licensed Bankers and Business Banking staff to ... skills, and experience will inform their specific compensation. **Location** Holyoke, Massachusetts, United States of America M&T Bank Corporation is an Equal… more
- Cardinal Health (Hartford, CT)
- _This position is remote and can be based anywhere within the United States . Ideal candidates will be based near the Dublin, OH, office. Candidates must be able ... to the Marketing and Sales teams. + Understand Product and Category strategy, financial objectives, and Pricing expectations. + Manage the execution of a wide… more
- EFI Global (Springfield, MA)
- …anywhere. Click here to learn more about EFI Global. **Seeking an experienced Advisor Project Manager in the Building Sciences Industry with ... performing assignments in a timely manner and within the financial constraints of budgetary requirements and contractual obligations. **ESSENTIAL FUNCTIONS… more
- The Cigna Group (Bloomfield, CT)
- …team, you will directly impact our business on a daily basis, protecting Cigna's sound financial position which enables us to meet our financial commitments ... inforce case level strategies, and market discussions + Assist Sales as financial consultant on case-specific issues. Possesses an in depth understanding of manual… more
- CDM Smith (Springfield, MA)
- …and compliance with industry standards. This role also serves as the main financial advisor and leadership partner to our transportation leadership team. Our ... can act as the subject matter expert for the financial operations and main advisor to the...one of our CDM Smith offices located in the United States .** As a member of this… more
- CBRE (Hartford, CT)
- …Areas of Interest Environmental Consultancy Location(s) Remote - US - Remote - US - United States of America **Remote position with preference for ... New York City or San Francisco Bay area** **About Us ** CBRE is the world's largest commercial real estate...https://www.cbre.com/careers. Applicants must be authorized to work in the United States without visa sponsorship now or… more
- KeyBank (Hartford, CT)
- …with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable ... Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar… more
- The Hartford (Hartford, CT)
- …Sourcing & Real Estate (SSRE) team seeks an innovative leader for the Financial Services category. As Director, Financial Services Category Manager, you will ... stakeholders and strengthening The Hartford's sourcing strategy with its Financial Services vendors is essential to the role. What...role. What Are We Looking For? We seek an experienced Sourcing leader with a proven track record in… more
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...also train, mentor and supervise seniors and new and experienced -level staff as well attend required national and sector-specific… more
- Deloitte (Hartford, CT)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...information. They also train, mentor and supervise new and experienced -level staff and attend required Deloitte Tax LLP and… more
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... complete their tax returns. + Training, mentoring, and supervising new and experienced -level tax staff, and attending required Deloitte Tax LLP and sector-specific… more
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... the organization + Training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors + Taking on...technology, and the changing demands of their investors/customers. Our US tax industry group is comprised of more than… more
- Deloitte (Hartford, CT)
- …finance functions, elevate performance, and drive meaningful organizational change. Join us to empower clients to become strategic business partners, manage risk, ... and unlock new levels of financial and operational excellence. Recruiting for this role ends...from strategy through implementation. + Serve as a trusted advisor to clients, providing SAP treasury, risk management, and… more
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... energy clients and projects. You will work with an experienced and passionate team in a growing area focused...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... to the client. Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact… more
- Deloitte (Hartford, CT)
- …finance functions, elevate performance, and drive meaningful organizational change. Join us to empower clients to become strategic business partners, manage risk, ... and unlock new levels of financial and operational excellence. Recruiting for this role ends...client engagement, and communication skills, including experience building trusted advisor relationships. + Proficient in Microsoft Office (Word, Excel,… more