- Edward Jones (Vernon Rockville, CT)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… 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
- Edward Jones (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
- TD Bank (Springfield, MA)
- …you ready to launch the next bold chapter of your career? As a Financial Advisor , you'll step into a three-year career-launching program, offering a competitive ... for people, planning, and smart investments, this is your moment. As a Financial Advisor you will leverage your experience to service the unique and complex… more
- Baylor Scott & White Health (Hartford, CT)
- …days on-site/some remote); therefore, candidates must be local to the DFW region._** The Financial Advisor II serves as a key financial resource, maintains ... system productivity reports, and provides technical and analytical support to leaders at all levels. **ESSENTIAL FUNCTIONS OF THE ROLE** . Develops and produces reports in Power BI as required/requested. . Maintains the productivity reports and ensures the… 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 (Avon, CT)
- Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Avon Financial Center, CT Avon, Connecticut **Job Description:** At ... succeed in your role and throughout your career journey. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry… more
- Bank of America (Windsor, CT)
- Financial Solutions Advisor - Consumer Investments -Pioneer Valley/Northern CT Market Newington, Connecticut;West Hartford, Connecticut; Avon, Connecticut; ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Cardinal Health (Hartford, CT)
- …on driving strategic value that influences key business decisions. **_Job Summary_** The Advisor , Financial Planning and Analysis serves as a key business ... **_What Financial Planning & Analysis contributes to Cardinal Health_**...contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and… 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
- Baylor Scott & White Health (Hartford, CT)
- …may vary based on position type and/or level **Job Summary** Prepares financial statements. Performs monthly balance sheet and income statement analyses. Analyzes ... changes in financial position and budget variance. Consults and advises senior...budget variance. Consults and advises senior management on complex financial and operational issues. These issues impact the strategic… more
- JPMorgan Chase (Avon, CT)
- …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
- Sedgwick (Hartford, CT)
- …Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Medical Malpractice (Professional Liability) ... **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Analyzes and processes complex or technically difficult liability claims by investigating and gathering information to determine the exposure on the claim; manages claims through well-developed action plans to an… more
- Kestra Financial (Avon, CT)
- Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial ... planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving… more
- The Cigna Group (Bloomfield, CT)
- …skills to identify and execute upon strategic opportunities that align with clinical/ financial objectives. The Clinical Program Advisor , Strategic Markets is ... of contact for client's clinical and formulary-related initiatives, completing financial /rebate impact assessments to evaluate utilization management strategies, conducting… 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
- 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 ... for someone who can act as the subject matter expert for the financial operations and main advisor to the Managers and Directors of this division. **We are open… more
- KeyBank (Hartford, CT)
- …06103 **Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking ... and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as the Business… 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