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.
Fidelity InvestmentsFinancial Consultant - New Haven, CT Fidelity InvestmentsFinancial Consultant - New Haven, CTGuilford, 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 InvestmentsFinancial Consultant - West Hartford, CT Fidelity InvestmentsFinancial Consultant - West Hartford, CTWest Hartford, 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 InvestmentsFinancial Consultant - Greenwich, CT Fidelity InvestmentsFinancial Consultant - Greenwich, CTFairfield, 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 InvestmentsFinancial Consultant - Stamford, CT Fidelity InvestmentsFinancial Consultant - Stamford, CTBridgeport, 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 InvestmentsFinancial Consultant - Fairfield, CT Fidelity InvestmentsFinancial Consultant - Fairfield, CTNew Haven, 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.
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.
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.
Charlotte Hungerford HospitalNewRN Care Manager - Case Coordination Charlotte Hungerford HospitalRN Care Manager - Case CoordinationBristol, 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.
Ulta Beauty, Inc.NewExperience Manager Ulta Beauty, Inc.Experience ManagerOld Saybrook, CT$30–$37Address underperforming metrics related to the store’s services, boutiques, retail sales, services sales, loyalty, store visit and audit results by developing strategies using company programs, tools, and resources to improve and grow these areas of the business. We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty’s own private label.
MASONICARENewRN Behavioral Health Manager Infection Prevention MASONICARERN Behavioral Health Manager Infection PreventionWallingford Center, CTIt must be an established routine, ongoing, and systematic collection, analysis, interpretation, and dissemination of surveillance data to identify infections (i.e., HAI and community-acquired), infection risks, communicable disease outbreaks, and to maintain or improve resident health status. Consults with Infection Control Committee concerning the implementation of infection control program and helps in the development of data gathering, establishment of policies and procedures, and control measures.
Company ConfidentialFinancial Analyst Company ConfidentialFinancial AnalystHartford, CTFull timeBachelor’s degree in Finance, Accounting, Economics, or a related field4–7 years of experience in FP&A, financial analysis, or corporate financeExperience in distribution, manufacturing, or a similar operational environment preferredAdvanced Excel skills, including financial modeling and data analysisStrong analytical skills with the ability to translate data into actionable insightsEffective communication skills and comfort partnering with non-finance stakeholders. 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.
Linde plcGlobal FP&A Manager, Financial, Planning, Analysis & Reporting Linde plcGlobal FP&A Manager, Financial, Planning, Analysis & Reportingdanbury, CTforecast variance analysis support Investor Relations and Executive Management provide training and support to global business units and perform Ad Hoc reporting and analysisReview and perform monthly and quarterly Year on Year and sequential sales OP and cost variance analysis to ensure accuracy and understand all drivers to explain trendsPerform group consolidation for forecasting process as well as drive forecasting process for non-OP items including interest expense income taxes JV income and cash flowDrive data reconciliation efforts between Hyperion Planning and Accounting modules during monthly close process ensuring consistency across the income statement balance sheet and statement of cash flowsAssist in the preparation of presentation materials to senior management highlighting the trends of each business and areas of risk and opportunityPerform research and prepare presentations used for quarterly earnings calls and investor & board of director meetingsMonitor compareanalyze and report on relevant macroeconomic key customerindustry and competitor informationProvide guidance on corporate policy for reporting including categorization proper accounting and best practices for forecasting and estimatingDrive consistency accuracy and transparency of internal external reporting throughout the organizationPerform ad hoc business analysis as needed including benchmarking research presenting alternative strategies to current plans and modeling impact of various business decisionsHelp maintain improve and build budget and forecast models templates and analytical tools for FTEs sales by end market FX impacts forecast changes etc. Prepare financial templates and presentations for all elements of the financial statements P&L Balance Sheet Cash flow and execute relevant analysis.
Company ConfidentialNewFinance Director Company ConfidentialFinance DirectorSouthport, CTFull time8–12 years of progressive finance and/or accounting experiencePrior leadership experience within finance or accounting functionsCPA preferred; MBA a plusExperience within financial services, wealth management, or professional services environments highly preferredStrong analytical, communication, and business partnering skillsAbility to operate effectively in a fast-paced, high-growth environmentStrategic mindset with willingness to remain hands-on when needed. Newly created leadership role with high visibility and executive exposureFast-growing organization with an active acquisition strategyAward-winning culture focused on collaboration, people, and long-term growthStrong employee tenure and leadership development opportunitiesClear “Pathway to Partnership” program within the organizationOpportunity to influence strategic decisions and company directionCollaborative, team-oriented environment that values work-life balance and culture.
Company ConfidentialController Company ConfidentialControllerHebron, CTFull timeBachelor's degree in Accounting, Finance, or related field (CPA or MBA preferred)5-10 years of experience in financial management, preferably in manufacturing or aerospace industrial environmentsStrong knowledge of cost accounting, inventory management, and financial reportingProficiency in Microsoft Office Suite; ERP systems experience (Visual preferred). 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 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 ConfidentialNewDirector of Finance Company ConfidentialDirector of FinanceWestport, 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.
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.
Company ConfidentialAP Manager Company ConfidentialAP ManagerSouthport, CTFull timeManage and mentor an offshore Accounts Payable teamOversee weekly disbursement review and payment approvalsMonitor AP workflows, SLAs, KPIs, and compliance metricsManage expense reporting processes and delinquency follow-upMaintain and improve AP controls and segregation of dutiesReview AP aging and provide analysis on outstanding balancesSupport recurring payments, confidential vendor activity, and escalationsDevelop and maintain SOPs and AP process documentationAssist with reporting, dashboards, and process improvement initiativesPartner cross-functionally with accounting, finance, and operations teams. 2–5+ years of Accounts Payable supervisory or management experienceStrong understanding of AP processes, controls, and expense reportingExperience managing remote or outsourced teams preferredExcellent communication and organizational skillsAbility to thrive in a fast-paced, deadline-driven environmentAssociate’s degree or equivalent AP experience required.
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.
Maplewood Senior LivingNewFinancial Planning & Analysis (FP&A) Internship Maplewood Senior LivingFinancial Planning & Analysis (FP&A) InternshipWestport, CTLearning Opportunities: During the internship, the candidate will gain exposure to: Multi-site financial management across 18 operating communities. Analyze community-level performance metrics, including occupancy, revenue, labor costs, operating expenses, and resident care statistics.
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.
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.
Amgen IncNewSenior Manager, Revenue Planning Amgen IncSenior Manager, Revenue PlanningBridgeport, CTIn addition to the base salary, Amgen offers a Total Rewards Plan, based on eligibility, comprising of health and welfare plans for staff and eligible dependents, financial plans with opportunities to save towards retirement or other goals, work/life balance, and career development opportunities that may include: A comprehensive employee benefits package, including a Retirement and Savings Plan with generous company contributions, group medical, dental and vision coverage, life and disability insurance, and flexible spending accounts. As an organization dedicated to improving the quality of life for people around the world, Amgen fosters an inclusive environment of diverse, ethical, committed and highly accomplished people who respect each other and live the Amgen values to continue advancing science to serve patients.
Michael Page InternationalFinance Manager, Inventory Planning Michael Page InternationalFinance Manager, Inventory PlanningWestport, CT$120,000–$130,000 / yearFull timeA fast-growing consumer brand in the performance and lifestyle space is seeking a Finance Manager, Inventory Planning to support inventory strategy, demand forecasting, and supply chain finance operations. This is an exciting opportunity for a highly analytical and collaborative professional to help scale financial and operational planning processes within a dynamic, high-growth environment.
Michael PageFinance Manager, Inventory Planning Michael PageFinance Manager, Inventory PlanningWestport, CT$120,000–$130,000 / yearA fast-growing consumer brand in the performance and lifestyle space is seeking a Finance Manager, Inventory Planning to support inventory strategy, demand forecasting, and supply chain finance operations. Support inventory forecasting through sales demand modeling, production planning, warehouse allocation analysis, and product sell-through reporting.
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.
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.
Bank of America CorpNewFinancial Solutions Advisor - Black Rock Turnpike Financial Center Bank of America CorpFinancial Solutions Advisor - Black Rock Turnpike Financial CenterFairfield, CT$70,000–$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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
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.
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.
Burns & McDonnellenergy-utilities-analyst-1898-co-power-systems-planning-electrical-wallingford-conshohocken-boston Burns & McDonnellenergy-utilities-analyst-1898-co-power-systems-planning-electrical-wallingford-conshohocken-bostonWallingford, CT$85,000–$110,000 / yearPerform a range of technical and analytical support activities related to power systems planning consulting, including: Support power system studies involving generation and transmission and distribution systems, including power flow, stability, short circuit, transient, and reliability analysis. This role provides technical and analytical support to project teams performing engineering, financial, and economic studies for transmission and distribution systems and electric generation.
Gorilla CommerceDemand Planning Manager Gorilla CommerceDemand Planning ManagerNorwalk, CTRemoteFull timeIn this role, you will help guide product-level strategic business outlook by forecasting demand units, in relation to pricing, advertising, and other key metrics, creating plans that drive day-to-day execution across cross-functional teams. Leverage third-party and internal data sources to validate existing forecasts and establish a comprehensive growth strategy and forecasts for new business ventures (e.g., new marketplaces, product listings, SKUs) .
Infosys LtdQ1-NAMORC-Oracle EPM Planning-LCON-Toppan Merrill-Minneapolis & Hubs Infosys LtdQ1-NAMORC-Oracle EPM Planning-LCON-Toppan Merrill-Minneapolis & HubsHartford, CT2244806No5439232510.00.004/22/2026Q1-NAMORC-Oracle EPM Planning-LCON-Toppan Merrill-Minneapolis & HubsIn the assigned Job Role of Package Project Lead 1, your Area Of Responsibility will be as below: Develop project timelines, proactively identify and address resource discrepancies to ensure timely project completion Facilitate effective coordination between technical teams and client stakeholders by organizing regular meetings, sprints, and project phases to align expectations and objectives Support technical teams in executing development, integration, and customization stages of enterprise application packages, ensuring adherence to project requirements Monitor project deliverables across all phases to meet established quality benchmarks and stakeholder expectations Your contribution to the team: Proactive risk management to ensure project delivery. Lead Consultant - USTechnology|Oracle Cloud|EPM - Planning Technology|Oracle Cloud|EPM - Financial Consolidation and Close Technology|Oracle Cloud|EPM - Account Reconciliation Infosys is seeking an Oracle EPM techno-functional Consultant who will be driving a cloud solution by interfacing with key customer stakeholders.
Deloitte Touche Tohmatsu LtdWorkday Adaptive Planning Manager Deloitte Touche Tohmatsu LtdWorkday Adaptive Planning ManagerHartford, CT$144,600–$265,100 / yearMay have oversight of multiple workstreams within a project, which includes providing guidance to individual workstreams to help with their overall progress, escalation of risks and issues as needed, ensuring cross-functional activities are coordinated and occurring as needed, assisting with project management activities (or serving as project manager), ensuring deliverables are being developed and will be ready according to plan. Experience leading the definition of systems strategy, gathering and documenting business requirements, leading fit-gap analysis, as-is and to- be business process designs, conference room pilots (CRPs) functional configuration, testing, client user training within large enterprise environments.
Bridgewater AssociatesNewSenior Finance Associate, Business Planning & Analysis Bridgewater AssociatesSenior Finance Associate, Business Planning & AnalysisWestport, CT$160,000–$200,000 / yearMaintain accountability for how capital is deployed through data-driven analysis, tracking, and ongoing dialogue with business partners to ensure spend aligns with intended outcomes. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work – using cutting edge technology to validate and execute on timeless and universal investment principles.
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.
PetVet Care CentersNewSenior Financial Analyst (Hybrid) PetVet Care CentersSenior Financial Analyst (Hybrid)Westport, CT$90,000–$105,000 / yearWith more than 420 hospitals across the U.S. and a team of over 11,000 dedicated professionals, including 1700+ veterinarians, we offer a unique blend of local leadership and national support that helps our hospitals thrive. You will join a collaborative, high-performing finance team with opportunities for career advancement and leadership development, while making a meaningful impact across corporate functions and field operations.
The Toronto-Dominion BankNewFinancial 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.
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.
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.
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.