- 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....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Bank of America (Windsor, CT)
- Financial Solutions Advisor - Consumer Investments -Pioneer Valley/Northern CT Market Newington, Connecticut;West Hartford, Connecticut; Avon, ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Bank of America (Avon, CT)
- Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Avon Financial Center, CT Avon, Connecticut **Job ... skills to succeed in your role and throughout your career journey. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your… more
- KeyBank (South Windsor, CT)
- …consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of ... 06074 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- Covr Financial Technologies (Hartford, CT)
- National Sales Manager, Covr Advisor REPORTS TO: CRO DEPARTMENT: Advisor Sales FLSA STATUS: Exempt TRAVEL: up to 25% WORK SCHEDULE: M-F, may need to flex times ... process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer … more
- CVS Health (Hartford, CT)
- …Consumer Wellness (PCW), the VP, Segment FP&A - PCW will serve as a trusted advisor to the Pharmacy and Consumer Wellness leadership team in support of the ... At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming… more
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- KeyBank (Hartford, CT)
- …to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. ... financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products + Consistently attains… more
- KeyBank (Hartford, CT)
- …excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their ... of financial statements and concepts(required) + Demonstrated understanding of consumer credit including loan to value, debt to income and credit… more
- Highmark Health (Hartford, CT)
- …Ability to understand client needs, identify pain points, and develop tailored solutions that address their specific challenges. + Financial Acumen: ... as a clinical subject matter expert (SME) and trusted advisor . Provide a value proposition that demonstrates clinical and.... Provide a value proposition that demonstrates clinical and financial value of the company's products and services. +… more
- CVS Health (Hartford, CT)
- …screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. + **Benefit solutions that address the different ... At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming… more
- Cherry Bekaert (Hartford, CT)
- …and create your future, you belong with us. Our industry-focused teams ( Financial Services; Industrial & Consumer Goods; Private Equity; Professional Services; ... & Life Sciences) leverage their expertise to develop and implement long-term solutions that address clients' current needs while anticipating future challenges. Our… more