Vaco LLCNewFinancial Analyst Vaco LLCFinancial AnalystHartford, CT$30–$36Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Usb (Union Savings Bank)Product Manager - Cash Management & Business Usb (Union Savings Bank)Product Manager - Cash Management & BusinessDanbury, CTFull timeThe Product Manager, Cash Management & Business position within Payment Services, leads the end‑to‑end management of the Bank’s business deposit products and payment services, including business checking and savings, earnings credit and balance-based pricing, liquidity solutions, and services such as ACH, wires, remote deposit capture, Positive Pay, and real‑time payments. Partners with Treasury Services, Marketing, Digital Services, Customer Service Center, and Branch Banking to develop and implement sales and service strategy and marketing initiatives to promote profitable acquisition, retention and cross sales of product lines.
Connecticut Institute for Communities, Inc.NewTeam Lead: Billing, Financial & Insurance Assistance & Revenue Cycle Oversight Connecticut Institute for Communities, Inc.Team Lead: Billing, Financial & Insurance Assistance & Revenue Cycle OversightDanbury, CT$65,000–$80,000 / yearThis role ensures patients have timely access to insurance enrollment and financial assistance services while maintaining strong internal controls, accurate patient billing processes, vendor accountability, and compliance with healthcare billing and payer requirements. Serves as the organization’s internal lead for oversight of both outsourced billing vendor and internal patient billing activities, including self-pay and sliding fee accounts.
CVS HealthNewSenior Analyst, Plan Sponsor Liaison CVS HealthSenior Analyst, Plan Sponsor LiaisonHartford, CT$46,988–$122,400The model is a fully integrated population health and customer service solution for large plan sponsors high-touch, high-tech member advocacy service which combines data-driven processes with the expertise of highly trained clinical and concierge member services. The Plan Sponsor Liaison collaborates with the Senior Directors, Managers and Clinical/Member advocate teams to review performance, implement improvement plans, provide customer specific training and act as the subject matter expert for all aspects of the plan.
Fidelity InvestmentsNewFinancial Consultant - West Hartford, CT Fidelity InvestmentsFinancial Consultant - West Hartford, CTHartford, CTSalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Fidelity InvestmentsNewFinancial Consultant - New Haven, CT Fidelity InvestmentsFinancial Consultant - New Haven, CTClinton, CTSalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Fidelity InvestmentsNewFinancial Consultant - Stamford, CT Fidelity InvestmentsFinancial Consultant - Stamford, CTRidgefield, CTPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Fidelity InvestmentsNewFinancial Consultant - Fairfield, CT Fidelity InvestmentsFinancial Consultant - Fairfield, CTSeymour, CTSalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.
Vaco LLCNewFP&A Manager Vaco LLCFP&A ManagerDanbury, CT$120,000–$140,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
CNH IndustrialNewFinancial Sales Manager CNH IndustrialFinancial Sales ManagerHartford, CT$89,900–$131,825In lieu of degree, 7+ years of experience in field sales, Marketing, Finance or collaboration with dealerships, captive distribution networks or Finance & Insurance sales. 5+ years of experience in Sales, Marketing, Technical Support, or collaboration with dealerships, captive distribution networks or Finance & Insurance sales.
Vaco LLCNewDirector of Finance - FP&A Vaco LLCDirector of Finance - FP&AWest Hartford, CT$170,000–$210,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Prodware SolutionsCustomer Service Representative Prodware SolutionsCustomer Service RepresentativeHartford, CT$20–$24 / hourCollaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs, resolve issues, and coordinate service delivery. Outstanding client service skills through NPS and its driver indices, compliance, and efficiency metrics, delivering best-in-class experience for all our clients, with a full understanding of the complexity of their concerns.
Vaco LLCNewController Vaco LLCControllerHebron, CT$140,000–$170,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Company ConfidentialFinancial Planning and Analysis Manager Company ConfidentialFinancial Planning and Analysis Managerspringfield, CT$110,000–$120,000 / yearFull timeDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Vaco LLCNewForecasting Analyst Vaco LLCForecasting Analystspringfield, MA$75,000–$90,000The company demonstrates genuine care for employees through meaningful initiatives including community service programs, charitable drives supporting local schools and organizations, employee recognition programs where colleagues publicly celebrate each other's contributions, and regular team-building events. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
Vaco LLCNewAccounting and Finance Agency Business Development Manager Vaco LLCAccounting and Finance Agency Business Development ManagerShelton, CT$60,000–$70,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Interpersonal Intelligence - Understands self and others’ emotions and is able to manage self and others’ emotions to create a comfortable environment removing internal and external barriers to build rapport with others, including those with diverse opinions and beliefs, by acting with respect, dignity, and integrity.
Blake Smith Staffing, LLCNewAccounting Manager Blake Smith Staffing, LLCAccounting ManagerSpringfield, MATechnology• MS Office (Outlook, Excel, Word)• Quantum software (preferred)• ERP systems and financial modeling tools• Advanced Excel proficiency (pivot tables, VLOOKUP, complex formulas)Salary: 110,000-150,000 plus bonus Information Ordering: Ability to gather, interpret, and analyze financial data to identify trends and support decision‑making.• Oral Comprehension: Ability to understand information presented verbally.•
Vaco LLCNewSenior Accounting Manager Vaco LLCSenior Accounting ManagerHartford, CT$120,000–$140,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Charlotte Hungerford HospitalNewRN Care Manager - Case Coordination Charlotte Hungerford HospitalRN Care Manager - Case CoordinationW Hartford, CTRefers patients to a variety of resources including, but not limited to, Visiting Nurse Agency, Skilled Nursing facility, Long Term Care Hospital, Rehab Facility, Hospice Care, Durable Medical and Respiratory Care providers. In conjunction with patient, family, payers and other members of the health care team: formulates and implements a discharge plan to address assessed needs and patient/family concerns, evaluates the effectiveness of the plan in meeting the established care goals; and revises the plan as needed to achieve desired outcomes.
Company ConfidentialDirector of FP&A Company ConfidentialDirector of FP&AWallingford, CTFull timeWhat We’re Looking For7+ years of experience in FP&A or a related field, ideally in a complex or fast-paced environment Bachelor’s degree in Accounting, Finance or related fieldStrong experience with budgeting, forecasting, and financial modeling Solid understanding of financial statements and core accounting concepts (GAAP) Proven ability to partner with senior leaders and influence decision-making Strong analytical skills with the ability to identify risks and opportunities Advanced Excel, Tableau and/or Power BI skillsComfortable building presentations and communicating insights to executives A mindset focused on continuous improvement and problem-solving . Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
Company ConfidentialSenior Accountant Company ConfidentialSenior AccountantBethel, CTFull timeDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
The Computer Merchant, LtdNewIT Project Manager - SAP The Computer Merchant, LtdIT Project Manager - SAPSpringfield, MA$75–$82 / hourContractorWhile an hourly range is posted for this position, an eventual hourly rate is determined by a comprehensive salary analysis which considers multiple factors including but not limited to: job-related knowledge, skills and qualifications, education and experience as compared to others in the organization doing substantially similar work, if applicable, and market and business considerations. As a key member of the Corporate Technology Team with a focus on Finance Technology, you will participate in a globally operated team that drives innovation and excellence across various areas of expertise.
Nambe'Manager - Financial Planning and Analysis Nambe'Manager - Financial Planning and AnalysisWaterbury, CT$95,000–$110,000Proficiency with Microsoft Office (Excel (Pivots, Vlookup etc.), Outlook, Teams. 7+ years of relevant work experience, with 3+ years of management experience.
Hubbell IncFinancial Planning Analyst Hubbell IncFinancial Planning AnalystShelton, CTHubbell Utility Solutions (HUS) enable the grid to conduct, communicate and control energy across utility applications and Hubbell Electrical Solutions (HES) are essential to managing power across a wide range of industries and applications. Our product offerings include but are not limited to: • Modular Data Centers • Power Equipment Centers • Custom Integrated Switchboards • pre-manufactured indoor/outdoor electrical distribution centers.
Kestra Financial Independent AdvisorFinancial 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.
Davis Family Financial LLCFinancial Planning Associate (Remote) Davis Family Financial LLCFinancial Planning Associate (Remote)Springfield, MARemote$60,000–$75,000Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
EversourceSenior Financial Analyst, Investment Planning (Hybrid Schedule) EversourceSenior Financial Analyst, Investment Planning (Hybrid Schedule)Berlin, CT$107,890–$119,880 / yearWorking with field operations, assists in developing Expense and Capital operating budgets which are derived from the Work Plan and performs analysis and reporting of Expense and Capital budget performance for the assigned areas. Current guidelines require employees to work at least three days in the office, including Tuesdays and Wednesdays, with the third day set by the employee and supervisor based on department needs.
Edelman Financial Engines LLCDirector, Financial Planning (New York/New Jersey/Connecticut) Edelman Financial Engines LLCDirector, Financial Planning (New York/New Jersey/Connecticut)Farmington, CT$125,000–$350,000 / yearDirect client-facing experience in a fee-based wealth management or planning role • Results driven approach with a consistent track record to form relationships • Desire for role with base salary, performance-based compensation and growing earnings potential • Must possess an active Series 65 • Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment • A Clean U-4A Certified Financial Planner (CFP) or other certification is desired but not required. 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.
EversourceFinancial Analyst, Investment Planning (Hybrid Schedule) EversourceFinancial Analyst, Investment Planning (Hybrid Schedule)Berlin, CT$87,900–$97,670 / yearThe Financial Analyst provides financial support to the Operations organization; coordinates and supports the Monthly Financial Reports; develops the departments’ financial budgets and five-year financial forecasts; regulatory plans; project analysis; and development of different reports tools. Coordinates and develops financial projections with input from Shared Services’ groups and disciplines from across the company includes financial forecasts, regulatory, corporate and field functional areas and accounts.
ISO New England IncTransmission Planning Engineer ISO New England IncTransmission Planning EngineerWindsor, CT$96,000–$136,000 / yearThis study will examine the effects of the influx of clean energy resources like solar photovoltaics, onshore and offshore wind, and battery energy storage systems being constructed now and in the future, as well as increases in power consumption due to the electrification of transportation and heating. Over the past twenty years, ISO New England planning engineers have played a key role in developing over 800 projects that have been placed in service, totaling approximately $12 billion of new infrastructure investment.
The HartfordNewCapacity Planning Consultant The HartfordCapacity Planning ConsultantHartford, CT$74,400–$111,600 / yearActual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The capacity Planning Consultant is accountable for the development and maintenance of comprehensive staffing models supporting Operations Service/Call Centers.
Molina HealthcareNewHealth Plan Provider Relations Manager (MA State Health Plan) Molina HealthcareHealth Plan Provider Relations Manager (MA State Health Plan)Springfield, MA$69,477–$135,480 / yearPerforms an integral role in network management, by monitoring and enforcing company policies and procedures, while increasing provider effectiveness by educating and promoting participation in various Molina initiatives; examples of such initiatives include: administrative cost-effectiveness, member satisfaction - Consumer Assessment of Healthcare Providers and Systems (CAHPS), regulatory-related, Molina quality programs, and taking advantage of electronic solutions (electronic data interchange (EDI), EMR, provider portal, provider website, etc.). • Independently delivers training and presentations to assigned providers and their staff - answering questions that come up on behalf of the health plan; may also deliver training and presentations to larger groups, such as leaders and management of provider offices, including large multispecialty groups or health systems, executive level decision makers, association meetings, and joint operating committees (JOCs).
The Travelers Companies IncAVP Financial Analysis - Claim Field, Finance and Workforce Operations The Travelers Companies IncAVP Financial Analysis - Claim Field, Finance and Workforce OperationsHartford, CTReview competitor press releases, SEC filings, and industry trade press (including strategic studies) for helpful insights, linking opaque themes together and identifying applicability to departmental strategies. If a manager of people, provide leadership, coaching, training, planning, staffing, and performance management and development to employees, in addition to ensuring the understanding of departmental objectives, vision, and strategy.
OracleBusiness Planning Manager-Ops OracleBusiness Planning Manager-OpsHartford, CT$79,100–$158,200 / yearOracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_mb@oracle.com or by calling 1-888-404-2494 in the United States.
Fair Haven Community Health CareChief Financial Officer (CFO) Fair Haven Community Health CareChief Financial Officer (CFO)new haven, CTFull timeThis role sits at the center of decision-making—translating complex financial data into actionable insights and guiding leaders across the organization to make informed, mission-aligned decisions. Guided by a Board of Directors, most of whom are patients themselves, we take pride in being a healthcare leader dedicated to delivering high-quality, affordable medical and dental care to everyone, regardless of their insurance status or ability to pay.
Kestra Financial Independent AdvisorAssociate Financial Advisor - Bergenn Financial Group Kestra Financial Independent AdvisorAssociate Financial Advisor - Bergenn Financial GroupWest Hartford, CT$70,000–$110,000The ideal candidate must have 2+ years of experience in the financial services industry with a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, ETFs, mutual funds, annuities, insurance, and managed accounts. Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are receiving the highest level of customer service in line with our client service model.
Suffolk Construction Company, Inc.Regional Planning Manager Suffolk Construction Company, Inc.Regional Planning ManagerNew Haven, Connecticut$150,000–$200,000 / yearSuffolk – America’s Contractor – is a national company with more than $8 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. The Senior Planner supports projects over $100 million by creating baseline and progress schedules for various stages of the project, gives technical and practical input on all project schedules and prepares and analyzes updates.
Baystate HealthWorkforce Planning Partner Baystate HealthWorkforce Planning PartnerSpringfield, MA$77,064–$95,804 / yearBaystate Health, a mission-driven academic healthcare system committed to building a resilient, future-ready workforce that supports exceptional patient care is seeking a Workforce Planning Partner to join our Workforce Planning team in Springfield, MA. You will serve as a trusted consultant to operational leaders and collaborate across Talent Acquisition, Talent Management, Compensation, HR Business Partners, and external partners to build sustainable talent pipelines.
The Toronto-Dominion BankFinancial 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.
The Toronto-Dominion BankFinancial 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.
UNAVAILABLERegional Planning Manager UNAVAILABLERegional Planning ManagerNew Haven, CT$150,000–$200,000 / yearSuffolk – America’s Contractor – is a national company with more than $8 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. The Senior Planner supports projects over $100 million by creating baseline and progress schedules for various stages of the project, gives technical and practical input on all project schedules and prepares and analyzes updates.
ISO New England IncSenior Resource Planning Engineer ISO New England IncSenior Resource Planning EngineerWindsor, CT$145,000–$180,000 / yearThis role supports the implementation and refinement of methodologies used to assess resource contributions to system adequacy and reliability and represents the organization in regional and national forums by providing analytical support for studies, committees, and regulatory discussions. Provide technical and procedural leadership by coordinating and facilitating work within the ISO and across a wide range of stakeholders, including Market Participants, NEPOOL, and ISO committees and regional and national regulatory entities.
Kestra Financial Independent AdvisorSenior 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.
Amphenol CorporationNewSenior Financial Analyst Amphenol CorporationSenior Financial AnalystWallingford, ConnecticutAmphenol is a publicly traded global manufacturing company (NYSE:APH, Fortune 500) and is one of the world’s largest designers, manufacturers and marketers of electrical, electronic and fiber optic connectors and interconnect systems, antennas, sensors and sensor-based products and coaxial, high-speed, fiber optic and specialty cable. Our products Enable the Electronics Revolution across virtually every end market including Automotive, Commercial Aerospace, Communications Networks, Defense, Industrial, Information Technology and Data Communications and Mobile Devices.
ION Financial MHCVP, Financial Advisor ION Financial MHCVP, Financial AdvisorWatertown, CTPart timeTheir duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.