Wealth Advisor Transcend Practice ManagementWealth AdvisorShelton, CTRecommend plans and products to help clients achieve their goals; identify appropriate investment and insurance solutions; estate issues; tax considerations; retirement planning or personal planning objectives. As a family business, we treat every client like our own, prioritizing their best interests and guiding them toward their unique goals—and a secure financial future—with transparency, trust, and expertise.
J.P. Morgan Wealth Management - Private Client Advisor - Springfield, MA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Springfield, MASpringfield, MAFull timeUsing 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 America's households and small businesses achieve their financial goals through a broad range of financial products.
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 (Hamden, CT) TIAAWealth 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.
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).
Practice Management Consultant - Financial Management MassMutualPractice Management Consultant - Financial ManagementSpringfield, MassachusettsProvide advanced expertise across a broad range of practice management topics, including entrepreneurial mindset, client value creation, business models, financial management, strategy & execution, systemization, human capital, marketing & organic growth, practice acquisitions, continuity and succession. The role supports top advisors and teams in all aspects of leading their businesses, including strategic planning, human capital, systemization, client value creation, business structures, financial management, organic growth, practice acquisitions, and succession.
New["Wealth Advisor - New Haven - CT","Wealth Advisor - New Haven - CT"] Citizens["Wealth Advisor - New Haven - CT","Wealth Advisor - New Haven - CT"]New Haven$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Practice Management Consultant - Financial Management Massachusetts Mutual Life Insurance CompanyPractice Management Consultant - Financial ManagementSpringfield, MA$159,800–$209,700 / yearThe Impact: Provide advanced expertise across a broad range of practice management topics, including entrepreneurial mindset, client value creation, business models, financial management, strategy & execution, systemization, human capital, marketing & organic growth, practice acquisitions, continuity and succession. The role supports top advisors and teams in all aspects of leading their businesses, including strategic planning, human capital, systemization, client value creation, business structures, financial management, organic growth, practice acquisitions, and succession.
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, 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).
Wealth Advisor - New Haven - CT Citizens Financial Group IncWealth Advisor - New Haven - CTNew Haven, CT$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
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.
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.
NewWealth Advisor (Woodbridge, CT) Mercer AdvisorsWealth Advisor (Woodbridge, CT)Woodbridge, Connecticut$85,000–$145,000 / yearThe Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
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.
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.
AVP, Advisor Aon PlcAVP, AdvisorWest Hartford, CT$88,000–$120,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives.
Business Project Sr. Advisor - Strategy & Operations (Eni) CignaBusiness 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 CignaApplication Development Senior Advisor- HybridBloomfield, CTMust 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.