Transaction Advisory Services (TAS) Manager PKFOD CareersTransaction Advisory Services (TAS) ManagerShelton, ConnecticutThis role requires deep technical accounting expertise, strong project and client management skills, and the ability to mentor and develop team members while delivering high-quality, client-ready results. The Manager serves as a primary client contact, works closely with Partners on engagement strategy and business development, and plays a key role in the continued growth of the Transaction Advisory practice.
Transaction Advisory Services (TAS) Senior Associate PKFOD CareersTransaction Advisory Services (TAS) Senior AssociateShelton, ConnecticutThe TAS Senior Associate plays a key role in supporting and executing financial due diligence engagements for mergers, acquisitions, divestitures, and other transaction-related matters. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.
Senior - Business Advisory Solutions (51811) Citrin Cooperman & Company LLPSenior - Business Advisory Solutions (51811)CTWe're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. As a BAS Senior, you will be responsible for: Preparation of tax closings, closing of books, and tax preparation.
Director - Business Advisory Solutions (52009) Citrin Cooperman & Company LLPDirector - Business Advisory Solutions (52009)Woodbridge, CTWe're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. Minimum of 10 years of experience gained within a public accounting firm required, including 4+ years of managerial experience.
Risk Advisory Services Managing Director Baker Tilly Virchow KrauseLLPRisk Advisory Services Managing DirectorShelton, CT$201,810–$382,600 / yearWork closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Risk Advisory Services Principal Baker Tilly Virchow KrauseLLPRisk Advisory Services PrincipalWest Hartford, CTWork closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Salesforce Consultant - Systems Implementation Advisory Baker Tilly Virchow KrauseLLPSalesforce Consultant - Systems Implementation AdvisoryCT$64,990–$123,230 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Special Advisor, Public Sector Advisory Baker Tilly Virchow KrauseLLPSpecial Advisor, Public Sector AdvisoryCT$86,660–$164,300 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Treasury Advisory Manager/ Senior Manager Accenture PlcTreasury Advisory Manager/ Senior ManagerHartford, CTAs a Manager or Senior Manager within Treasury Advisory, you will lead and support client engagements focused on liquidity management, cash flow forecasting, treasury organizational design, treasury governance, risk management, treasury transformation, and finance modernization initiatives. Our Treasury Advisory team works closely with leading banks, insurers, fintechs, payments organizations, and capital markets clients to solve complex treasury and finance challenges while helping shape the future of treasury transformation.
Healthcare Workforce Advisory Senior Manager Accenture PlcHealthcare Workforce Advisory Senior ManagerHartford, CTThis role helps clients quantify workforce supply-demand gaps, evaluate labor cost and productivity, define current and future skill needs, design talent and career pathway strategies, and build sustainable workforce approaches across provider, state, and market contexts. Support care team and role redesign where needed, including team-based care, CHW integration, telehealth-enabled staffing models, provider support models, and new clinical / operational roles.
Advisory Director Client Relationship Executive - Transformation Grant Thornton LLPAdvisory Director Client Relationship Executive - TransformationCT$190,000–$300,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Advisory Director Client Relationship Executive - Cyber & Risk Grant Thornton LLPAdvisory Director Client Relationship Executive - Cyber & RiskCT$190,000–$300,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Advisory Director Client Relationship Executive - AI, Data & Tech Grant Thornton LLPAdvisory Director Client Relationship Executive - AI, Data & TechCT$190,000–$300,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
NewAdvisory Director Client Relationship Executive - Outsourcing Grant Thornton LLPAdvisory Director Client Relationship Executive - OutsourcingHartford, CT$180,000–$220,000 / yearEmbedded within the Outsourcing solution, this leader is focused on helping clients modernize how work gets done through accountable delivery models that combine strategic advisory, digital innovation, automation, and specialized talent to improve speed, efficiency, and measurable ROI across shared services, finance, IT, HR, customer service, and industry-specific operations. In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services.
Salesforce Consultant - Systems Implementation Advisory Baker Tilly Advisory Group, LPSalesforce Consultant - Systems Implementation AdvisoryHartford, ConnecticutBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Risk Advisory Services Principal Baker Tilly Advisory Group, LPRisk Advisory Services PrincipalShelton, ConnecticutBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Risk Advisory Services Managing Director Baker Tilly Advisory Group, LPRisk Advisory Services Managing DirectorShelton, ConnecticutBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Internal Audit & Risk Advisory Director - Insurance Baker Tilly Advisory Group, LPInternal Audit & Risk Advisory Director - InsuranceShelton, ConnecticutBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Special Advisor, Higher Education Advisory Baker Tilly Advisory Group, LPSpecial Advisor, Higher Education AdvisoryHartford, ConnecticutBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals a
Special Advisor, Public Sector Advisory Baker Tilly Advisory Group, LPSpecial Advisor, Public Sector AdvisoryHartford, ConnecticutBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Inbound Call Center Reps - Financial Transfer Agent Dept. iShareInbound Call Center Reps - Financial Transfer Agent Dept.Hartford, ConnecticutiShare was founded to fill a real market need – with so much noise about cloud, big data, and information security, companies today are adopting software product after product and losing sight of which they need and why, while what they really need is credible consulting that takes the time to understand their company’s unique scenario and requirement, and then architect a solution accordingly. Outstanding client service skills through NPS and its driver indices, compliance, and efficiency metrics delivering best in class experience for all our clients, with full understanding of the complexity of their concerns.
Individual Taxpayer Advisory Specialist Internal Revenue ServiceIndividual Taxpayer Advisory SpecialistMultiple Locations$40,736–$94,563 / dayFull timeSpecialized experience for this position includes: Experience with business practices, basic accounting principles, and Federal tax laws and regulations; Analyzing systems and bookkeeping, using fact-finding techniques, and developing interpersonal skills; Using web-based computer applications, software, and communications needed to provide tax filing assistance to the taxpayer; Utilizing interviewing techniques and conducting interviews to convey information and elicit facts while maintaining a professional demeanor; OR You may substitute education for specialized experience as follows: 1 year of graduate education in a field of study such as: business administration, finance, accounting, auditing, taxation, or other related fields. Specialized experience for this position includes: Understanding of the regulations and administrative procedures related to the full range of personal, business, and other tax-related issues Interpreting and applying rules and regulations; Interviewing others to elicit facts to identify and resolve problems; Communicating with others to elicit facts to identify and resolve complex problems; Analyzing financial documents, such as financial accounts, tax returns, financial statements, etc., to reconcile factual differences or to reconstruct missing facts, and; Deciding whether actions are in compliance with statutory provisions and/or procedural and policy requirements.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerHartford, CTThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
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.
NewFinancial Advisor Associate- Hartford, Connecticut TD BankFinancial Advisor Associate- Hartford, ConnecticutHartford, ConnecticutThe 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.
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 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.
Senior Financial Planner Kestra Financial Independent AdvisorSenior Financial PlannerAvon, CT$90,000–$120,000The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success.
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.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteCTRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
NewAVP, Strategic Portfolio Financial Management Lead Arch Capital GroupAVP, Strategic Portfolio Financial Management LeadHome Base, ConnecticutRemoteThe role partners closely with Finance, Strategic Portfolio Management, Technology, Strategic Analytics, sponsors, initiative owners, and delivery teams to mature financial management capabilities, including reporting, variance analysis, cost and benefit tracking, financial guidance, and adoption of enterprise platforms such as Workday and Clarity. As part of the Strategic Portfolio Management function, the AVP Strategic Portfolio Financial Management Lead will lead financial management practices for the Strategic Portfolio Management function, providing portfolio-level visibility into initiative costs, benefits, forecasts, variances, funding considerations, and financial risks.
Assurance Manager [Financial Services Group] CohnReznick LLPAssurance Manager [Financial Services Group]Hartford, CT$100,000–$150,000 / yearLocated in almost every financial center across the United States-New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests. As part of the Financial Sponsors & Financial Services team, you'll work with some of the nation's leading private equity, venture capital, hedge, real estate, cannabis, private credit, and other alternative investment funds.
Financial Advisor Associate - Bristol, Connecticut The Toronto-Dominion BankFinancial Advisor Associate - Bristol, ConnecticutBristol, CT$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.
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 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 Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistHartford, CT$74,900–$147,600 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Insurance Tax Manager, Financial Services CroweInsurance Tax Manager, Financial ServicesHartford, ConnecticutThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. If you are interested in applying for employment with Crowe and are in need of an accommodation or require special assistance to navigate our website or to complete your application, please visit our Applicant Assistance and Accommodations page for more information: https://careers.crowe.com/crowe-applicant-assistance-and-accommodation .
Senior Financial Internal Auditor - Hybrid The Cigna GroupSenior Financial Internal Auditor - HybridCTThese 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. Join The Cigna Group as a Senior Internal Auditor and lead financial and strategic audit and advisory projects that strengthen our controls and support enterprise innovation.
Relationship Banker - East Hampton Financial Center Bank of AmericaRelationship Banker - East Hampton Financial CenterEast Hampton, VirginiaThis 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. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
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).
NewRelationship Banker - Yale-New Haven Hospital Financial Center Bank of AmericaRelationship Banker - Yale-New Haven Hospital Financial CenterNew Haven, ConnecticutWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
NewRelationship Banker - Boston Avenue Financial Center Bank of AmericaRelationship Banker - Boston Avenue Financial CenterBridgeport, ConnecticutWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Financial Solutions Advisor - Pioneer Valley Market Bank of AmericaFinancial Solutions Advisor - Pioneer Valley MarketWest Hartford, 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. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor Registration Candidate - Eastern Long Island Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Eastern Long Island MarketEast Hampton, VirginiaKey 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. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
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.
Servicing Financial Advisor - Connecticut Alera GroupServicing Financial Advisor - ConnecticutWethersfield, ConnecticutAt 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 Alera GroupFinancial AdvisorWethersfield, ConnecticutWhat You'll Do / Your Impact Client Experience & Advisory Support Meet 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.
Wealth Advisor - American Eagle Financial Credit Union LPL FinancialWealth Advisor - American Eagle Financial Credit UnionHartford, 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.
Senior Banker II - Boston Avenue Financial Center Bank of AmericaSenior Banker II - Boston Avenue Financial CenterBridgeport, ConnecticutPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).
Senior Banker II - Albany Avenue Financial Center Bank of AmericaSenior Banker II - Albany Avenue Financial CenterHartford, ConnecticutPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.