Wealth Advisor Moneco AdvisorsWealth AdvisorTown of Glastonbury, CTMoneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. You'll work alongside experienced professionals, contribute from day one, and see firsthand the impact financial planning has on real people's lives.
Wealth Management Advisor (Hamden, CT) Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor (Hamden, CT)Hamden, CT$100,000–$110,000 / yearSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
J.P. Morgan Wealth Management - Private Client Advisor - Springfield, MA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Springfield, MASpringfield, MAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
Wealth Management Advisor (West Hartford, CT) Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor (West Hartford, CT)West Hartford, CT$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Financial Representative with Business Development Focus Greater Hartford Wealth ManagementFinancial Representative with Business Development FocusWest Hartford, CTFull timePassionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections. Build Meaningful Relationships: Just as you’ve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey.
Wealth Management Advisor (Hamden, CT) TIAAWealth Management Advisor (Hamden, CT)Hamden, ConnecticutSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
Centralized Advisor - M&T Bank LPL FinancialCentralized Advisor - M&T BankHartford, Connecticut$70,000–$73,000 / yearThis exciting position will allow you to grow your career and business, helping the people and families that look to M&T Bank for financial solutions. An open architecture platform with access to thousands of investment products from leading third-party product sponsors.
Centralized Advisor - M&T Bank LPL Financial ServicesCentralized Advisor - M&T BankHartford, CT$70,000–$73,000 / yearThis exciting position will allow you to grow your career and business, helping the people and families that look to M&T Bank for financial solutions. An open architecture platform with access to thousands of investment products from leading third-party product sponsors.
Associate Wealth Advisor Carson GroupAssociate Wealth AdvisorWallingford, ConnecticutDeliver financial guidance, promote suitable investment strategies, and coordinate client service activities to ensure exceptional client experiences. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners.
Private Client Advisor KeyCorpPrivate Client AdvisorManchester, CTLicenses and Certifications FINRA Security Industry Essentials (SIE) Upon Hire (required) FINRA License S7 Upon Hire (required) FINRA License S66 or S63 and 65 Upon Hire (required) Certified Financial Planner (CFP) (preferred) Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required). Essential Functions Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Wealth Management Advisor (West Hartford, CT) TIAAWealth Management Advisor (West Hartford, CT)West Hartford, Connecticut$100,000–$110,000 / yearRelated SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management Anticipated Posting End Date: In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Financial Planning Specialist Kestra Financial Independent AdvisorFinancial Planning SpecialistAvon, CTIn 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 their financial goals. You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice.
Associate Wealth Advisor Carsen Group Inc.Associate Wealth AdvisorWallingford, CT$65,000–$81,116 / yearDeliver financial guidance, promote suitable investment strategies, and coordinate client service activities to ensure exceptional client experiences. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners.
Private Client Advisor Keybank National AssociationPrivate Client AdvisorManchester, CTCoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Vice President, Financial Institutions Claims Ascot Group LtdVice President, Financial Institutions ClaimsHARTFORD, CT$190,000–$205,000 / yearCompany Benefits: The Company provides a competitive benefits package that includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Life Insurance, AD&D, Work/Life Resources (including Employee Assistance Program), and more. Responsibilities: Manage a smaller caseload of primary and excess Financial Institutions Liability Claims, including both Public Company D&O, Private Company D&O, Employment Practices Liability, Fiduciary Liability, Financial Advisors and Bad Faith Claims, as well as lead the team in their handling of these matters.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorHamden, CT$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Admissions Advisor Online (Waterbury, CT, onsite) Post University, Inc.Admissions Advisor Online (Waterbury, CT, onsite)Waterbury, CTAccountable to the Post Community - partner cross-functionally with Financial Aid, Student Services, and Academic Advising teams to foster a comprehensive, student-centered experience, providing non-traditional students with the support, guidance, and resources they need to transform their lives. Dedication to a noble calling - committed to empowering non-traditional students by providing unmatched guidance, support, and resources, enabling them to overcome challenges and transform their lives through education and personal growth.
Business Project Sr. Advisor - Strategy & Operations (ENI) The Cigna GroupBusiness Project Sr. Advisor - Strategy & Operations (ENI)Bloomfield, CT$112,100–$186,800 / yearThis highly visible leadership role offers the opportunity to partner with executives across Finance, Operations, Technology, Legal, Compliance, HR, and Business Development to drive strategic initiatives, strengthen governance, and support international growth. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State.
Application Development Senior Advisor- Hybrid The Cigna GroupApplication Development Senior Advisor- HybridCTMust have experience with: leveraging the ETI tool to auto-generate COBOL code, enabling accelerated development cycles and consistent code quality; Enterprise mainframe application development with COBOL; JCL; REXX; Performance analysis tools including STROBE, XPEDITOR, OMEGAMON, and FILE-AID; Version control using Endevor; IBM DB2, including advanced performance tuning of complex queries to optimize system responsiveness and ensuring scalability across high-volume financial applications; Leading cross-functional development teams, providing architectural guidance, code reviews, and quality assurance oversight throughout the Software Development Life Cycle; Supporting mission-critical production environments, including off-hours incident resolution, to meet month-end and quarter-end Service Life Agreement commitments; Using productivity and development tools including TOAD, Jira, ESP Scheduler, Microsoft Office Suite, and Visio, to ensure effective collaboration, documentation, and workflow management; Architectural design and data modeling principles underpinning enterprise-level financial data warehouses and their associated data marts; and, Enabling efficient data integration, reporting, and analytics across business domains in enterprise-level financial data warehouses and their associated data marts. Cigna-Evernorth Services, Inc. seeks an Application Development Senior Advisor in our Bloomfield, CT location to lead end-to-end ETL development using ETI, a legacy ETL tool that generates COBOL code, ensuring accurate and timely data movement across systems.
Wealth Advisor - Sikorsky Credit Union LPL FinancialWealth Advisor - Sikorsky Credit UnionTrumball, Connecticut$58,500–$70,000 / yearA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.