NewPractice Management Consultant - Financial Management MassMutualPractice Management Consultant - Financial ManagementSPRINGFIELD, MAProvide 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.
NewFinancial Planning Consultant MassMutualFinancial Planning ConsultantSPRINGFIELD, MAAs the needs of advisors and clients change and demand more wealth management and planning products and services, MM Wealth Management has greater needs to thoughtfully and effectively engage with our Field partners to promote new and existing capabilities, products, and services, and swiftly execute key initiatives that will positively impact advisors and clients resulting in growth. Primary support to Advisors on financial planning cases for moderate to affluent clients, acting as a proactive advice partner by translating client goals and values into actionable financial planning strategies and providing ongoing follow‑through to ensure advice is implemented, maintained, and progressed over time.
NewActuary – Financial Projection Modeling (Modeling Center of Excellence) MassMutualActuary – Financial Projection Modeling (Modeling Center of Excellence)SPRINGFIELD, MAAs the Actuary for Financial Projection Modeling, you’ll join the Modeling Center of Excellence (COE)—the team powering enterprise‑wide insights across FP&A, ALM, ERM, Treasury, and Capital Management. The team operates as a high‑impact Modeling Center of Excellence, bringing together advanced modeling expertise, strong business partnership, and technical innovation.
NewInsurance and Financial Services Audit Consultant MassMutualInsurance and Financial Services Audit ConsultantSPRINGFIELD, MAIf you are a risk professional who is looking to leverage your skills at a company that is focused on transforming the life insurance business while helping people secure financial freedom and protect the ones they love, the below noted role is for you. Effectively communicates and collaborates across all organizational levels, including senior leadership, to drive alignment, share insights, and influence decision-making.
NewBranch Office Administrator Edward JonesBranch Office AdministratorHebron, CTEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
NewPractice Management Consultant - Successions & Acquisitions MassMutualPractice Management Consultant - Successions & AcquisitionsSPRINGFIELD, MAProvide 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. Lead the Continuity, Succession, & Acquisition strategic imperative, helping financial advisors plan for continuity, succession, and growth through acquisition by: Creating educational/ training content on Continuity, Succession, & Acquisition topics including valuation, acquisition sourcing strategies, deal structure and execution, exit planning, and transition support.
NewBusiness Markets Consultant MassMutualBusiness Markets ConsultantSPRINGFIELD, MAThe MMFA Strategic Partnerships and Growth Markets Opportunities Team strives to empower advisor practices, agencies, and MassMutual to become a market leader in the business owner market space by offering tailored solutions and expertise to exceed client expectations. In doing so, you will work closely with a variety of internal and external stakeholders—including advanced sales, product, marketing, financial planning, lending and banking, trust and investments – to offer guidance and advice on a comprehensive range of offerings and solutions.
NewFinancial Advisor Northwestern MutualFinancial AdvisorSpringfield, Massachusetts$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor Alera Group IncFinancial AdvisorWethersfield, CT$80,000–$85,000 / yearAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Meet one‑on‑one with prospective clients generated through firm‑sponsored marketing activities, including workshops and digital outreach.
Merrill Advisor Development Program - Financial Advisor: Central Shoreline Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Central Shoreline MarketHartford, CT$80,000–$90,000 / yearEffectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
Financial Advisor with Athletic Background Northwestern Mutual - Greater SpringfieldFinancial Advisor with Athletic BackgroundSpringfield, MAPassionate 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. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others.
Financial Advisor Alera GroupFinancial AdvisorWethersfield, ConnecticutWhat You'll Do / Your ImpactClient Experience & Advisory SupportMeet one-on-one with prospective clients generated through firm-sponsored marketing activities, including workshops and digital outreach. At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies.
Associate Financial Advisor Kestra Financial Independent AdvisorAssociate Financial AdvisorHartford, CT$48,000This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience. This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry.
Servicing Financial Advisor - Connecticut Alera Group IncServicing Financial Advisor - ConnecticutWethersfield, CT$80,000–$100,000 / yearAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Responsibilities vary depending on the specific corporate function but may include: Supporting strategic initiatives that strengthen client relationships, retention, and long‑term practice growth.
Financial Advisor Ameriprise Financial IncFinancial AdvisorGlastonbury, CTCoastal Wealth Management is a growing private wealth advisory firm based in Mystic, CT, currently managing $1.7 billion in assets across 8 advisors and 4 offices. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.
Financial Advisor Trainee - Springfield, Massachusetts The Toronto-Dominion BankFinancial Advisor Trainee - Springfield, MassachusettsSpringfield, MA$25.75–$38.50 / hourYou will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Servicing Financial Advisor - Connecticut Alera GroupServicing Financial Advisor - ConnecticutWethersfield, Connecticut$80,000–$100,000 / yearFull timeAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Responsibilities vary depending on the specific corporate function but may include: Supporting strategic initiatives that strengthen client relationships, retention, and long‑term practice growth.
NewFinancial Advisor Charter Oak FinancialFinancial AdvisorHolyoke, MA$55,000–$130,000 / yearWe deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.
Financial Advisor Associate- Hartford, Connecticut The Toronto-Dominion BankFinancial Advisor Associate- Hartford, ConnecticutHartford, CT$61,880–$92,560 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Solutions Advisor - Pioneer Valley Market Bank of America CorpFinancial Solutions Advisor - Pioneer Valley MarketGlastonbury, CT$65,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Advisor Associate - Westfield, Massachusetts The Toronto-Dominion BankFinancial Advisor Associate - Westfield, MassachusettsWestfield, MA$61,880–$92,560 / hourOCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Develops understanding of clients assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Demonstrates involvement in the community and support for TDBG charity and community initiatives Education & Experience: Bachelors degree strongly preferred 1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program SIE & Series 7 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Comprehensive understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Understanding of wealth management business development techniques Understanding and experience interacting with retail and small business banking clients Consultative sales experience required Ability to establish relationships and partner effectively with other departments OCC: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.
Financial Advisor Associate - Springfield, Massachusetts The Toronto-Dominion BankFinancial Advisor Associate - Springfield, MassachusettsSpringfield, MA$61,880–$92,560 / yearMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
NewMarketing Operations, Financial & Budgeting Advisor - Hybrid The Cigna GroupMarketing Operations, Financial & Budgeting Advisor - HybridBloomfield, CT$99,800–$166,300 / yearThese 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. This individual will be critical in supporting our Marketing teams across each of our business areas including Evernorth Business Marketing, US Employer Business Marketing, and our COEs on their monthly financial reconciliations, quarterly forecast projections and annual planning criteria.
Financial Advisor - Westfield, Massachusetts The Toronto-Dominion BankFinancial Advisor - Westfield, MassachusettsWestfield, MA$72,280–$108,160 / yearSatisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development,
Financial Solutions Advisor Registration Candidate - Bloomfield Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Bloomfield Financial CenterCT$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Financial Solutions Advisor Registration Candidate - Newington Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Newington Financial CenterNewington, CT$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Financial Advisor - Hartford, Connecticut The Toronto-Dominion BankFinancial Advisor - Hartford, ConnecticutHartford, CT$72,280–$108,160 / hourMaximizes profitability, while ensuring the client receives an exceptional client experience Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners Executes in thorough manner that is compliant with regulations, policies and procedures Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeHartford, ConnecticutKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Financial Advisor - Hartford, Connecticut TD BankFinancial Advisor - Hartford, ConnecticutHartford, ConnecticutEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor- Longmeadow, Massachusetts The Toronto-Dominion BankFinancial Advisor- Longmeadow, MassachusettsLongmeadow, MA$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor - Springfield, Massachusetts The Toronto-Dominion BankFinancial Advisor - Springfield, MassachusettsSpringfield, MA$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Wealth Advisor - American Eagle Financial Credit Union LPL Financial Holdings IncWealth Advisor - American Eagle Financial Credit UnionHartford, CT$58,500–$70,000 / yearJob Overview: A 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.
Financial Aid Advisor Springfield Public SchoolsFinancial Aid AdvisorSpringfield, MA$43,650–$57,737 / yearDEPARTMENT OR SCHOOL: Office for Student Services/Serving the following Schools: Alternative Campuses, Aspire Academy, Central, Conservatory of the Arts, Career Academy at Rise, Commerce, Discovery, Duggan, Emergence academy, Putnam, Renaissance, Sci-Tech, Springfield Honors, Baystate Acacemy, Librertas Academy, Springfield International, Veritas Prep, and Phoenix Charter. staff with mentors such as instructional leadership specialists and effective educator coaches to work with them throughout the year in lesson planning, data analysis and management.
Financial Planner Career Changer Opportunity Northwestern Mutual - Greater SpringfieldFinancial Planner Career Changer OpportunitySpringfield, MAPassionate 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. Beyond the office, we are deeply engaged in our community, proudly supporting organizations such as Junior Achievement of Western Massachusetts and Habitat for Humanity of Western Massachusetts through volunteer efforts and charitable initiatives that make a lasting difference.
Financial Planner Career Changer Opportunity Northwestern MutualFinancial Planner Career Changer OpportunitySpringfield, MassachusettsPassionate 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. Beyond the office, we are deeply engaged in our community, proudly supporting organizations such as Junior Achievement of Western Massachusetts and Habitat for Humanity of Western Massachusetts through volunteer efforts and charitable initiatives that make a lasting difference.
Financial Planner Entry Level Greater Hartford Wealth ManagementFinancial Planner Entry LevelWest Hartford, CTUnder the leadership of Jen Vitas, named one of the Top 50 Women Chief Development Officers of 2025 by Women We Admire, our firm is rooted in integrity, bold leadership, and fierce advocacy for our clients, team members, and community. Passionate 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.
Financial Professional with Military Background Northwestern MutualFinancial Professional with Military BackgroundSpringfield, MassachusettsPassionate 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. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Director, Financial Planning Edelman Financial Engines LLCDirector, Financial PlanningFarmington, CT$125,000–$350,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Client Advisor with Athletic Background Greater Hartford Wealth ManagementClient Advisor with Athletic BackgroundWest Hartford, CTPassionate 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. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others.
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.
J.P. Morgan Wealth Management - Private Client Advisor - Hartford, CT JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Hartford, CTHartford, CTFull 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 - Avon, CT JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Avon, CTAvon, CTFull 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.
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 Advisor - Ludlow, MA Citizens Financial Group IncWealth Advisor - Ludlow, MALudlow, MA$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, CT$80,000–$90,000In 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.
Financial Planning Consultant Massachusetts Mutual Life Insurance CompanyFinancial Planning ConsultantSpringfield, MA$84,100–$110,300 / yearAs the needs of advisors and clients change and demand more wealth management and planning products and services, MM Wealth Management has greater needs to thoughtfully and effectively engage with our Field partners to promote new and existing capabilities, products, and services, and swiftly execute key initiatives that will positively impact advisors and clients resulting in growth. The Key Responsibilities Include: Primary support to Advisors on financial planning cases for moderate to affluent clients, acting as a proactive advice partner by translating client goals and values into actionable financial planning strategies and providing ongoing follow‑through to ensure advice is implemented, maintained, and progressed over time.
Senior Home Lending Advisor - Hartford, CT JPMorgan Chase & CoSenior Home Lending Advisor - Hartford, CTHartford, CTJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerHartford, CT$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
AVP, Advisor NFP CorpAVP, 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.