- Citizens (West Hartford, CT)
- …and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and ... personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and… more
- 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 (West Hartford, CT)
- …have a customer-centric, modern, and inclusive work environment. Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage ... (Outlook, Word, Excel, and PowerPoint) are essential + Proficiency in eMoney Advisor financial planning software is strongly preferred + Excellent communication… 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)
- …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 (Hartford, CT)
- …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
- Bank of America (Cheshire, CT)
- Financial Solutions Advisor - Consumer Investments - Southern CT. Market Westport, Connecticut;Darien, Connecticut; Southbury, Connecticut; Cheshire, ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… 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
- 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
- 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
- Wells Fargo (Farmington, CT)
- …lines of business at wellsfargojobs.com. **In this role, you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Raymond James Financial, Inc. (West Hartford, CT)
- …and branch office. With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses ... reports and client-specific reporting as needed for review by the financial advisor . Creates and maintains records and files utilizing Client Relationship… more
- CDM Smith (Hartford, CT)
- …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