- 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 ... looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated… more
- Edward Jones (East Hartford, CT)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice 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 by… more
- Kestra Financial (Hartford, CT)
- Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are ... your existing relationships and new clientele. This position is perfect for a financial advisor who is eager to succeed in the independent market while learning… more
- TD Bank (Springfield, MA)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to… 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 ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Windsor, CT)
- Financial Solutions Advisor - Consumer Investments -Pioneer Valley/Northern CT Market Newington, Connecticut;West Hartford, Connecticut; Avon, Connecticut; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newington/ Financial -Solutions- Advisor Consumer-Investments--Pioneer-Valley-Northern-CT-Market\_25022364-2) **Job Description:** At Bank of… more
- M&T Bank (Holyoke, MA)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... + *Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios,… more
- JPMorgan Chase (Springfield, MA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Cardinal Health (Hartford, CT)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, ... establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. … more
- Cardinal Health (Hartford, CT)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans, and policies of the organization, ... establishes, and maintains fiscal controls, prepares, and interprets financial reports, oversees financial systems, and safeguards the organization's assets. … more
- Cardinal Health (Hartford, CT)
- …include month end and mid-month variance analysis and projections to forecast and budget, business case development and other ad hoc support to 3PL business as ... necessary. **_Responsibilities_** + Business partner to business operations director(s) + Own monthly results analysis, focused on volume, rate, mix analysis + Build cross functional businesses cases / deal models + Support customer facing conversations to… more
- Sedgwick (Hartford, CT)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Surety Claims Advisor **PRIMARY PURPOSE** **:** To ... analyze complex or technically difficult contract surety bond claims; to provide resolution of highly complex nature and/or high exposure surety claims; to coordinate case management within Company standards, industry best practices and specific client service… more
- Vanguard (Hartford, CT)
- …our clients have entrusted $9.9 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such as ... exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust departments,… more
- KeyBank (Hartford, CT)
- …of centers of influence and industry associations. + Serves as the Trusted Financial Advisor to clients, functions as the senior Healthcare Banking client ... Boston, Massachusetts 02110 **KeyBank is built on trusted relationships and deep financial expertise, offering full range of retail, private wealth management, small… more
- CVS Health (Hartford, CT)
- … objectives, performance commitments, and compliance standards + Serve as a key financial advisor to IT and business leaders, translating complex financial ... a strategic and results-driven Director, IT Finance - Vendor Management to lead financial oversight and optimization of our IT vendor portfolio. This role will be… 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
- Windham Public Schools (Willimantic, CT)
- …Superintendent and/or the Board of Education. Responsibilities: + Act as the principal financial advisor and strategic partner to the Superintendent + Lead the ... Officer. This senior executive is responsible for managing and overseeing all financial aspects of the organization, including budgeting, financial planning,… more
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… 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,...understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations.… more