139 Results for

Financial Services Jobs in Bloomfield, CT

Jobs

New!

Hartford, CT6 days ago

$30–$36

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. 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.

Hartford, CT8 days ago

$20–$24 Per Hour

Collaborate 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.

Middletown, CT7 days ago

The Director of Surgical Services will have direct oversight of the entire surgical services line, including the Operating Room, Endoscopy, Perioperative and Postoperative Care, Ambulatory Surgery, Interventional Radiology, Diagnostic Cath Lab, and Sterile Processing. We are conveniently located along the Connecticut River in a state-of-the-art facility, just minutes away from the beach, shopping, and fine eateries with easy access to New York City and Boston.

Rocky Hill, CT7 days ago

Support individuals and families by phone, assisting them in connecting to childcare services and navigating the application process.??Serve people with customer service or contact center experience who enjoy helping families by phoneWork as an organized, detail-focused team member who can document cases and follow eligibility guidelinesManage a fast-paced environment, meet call and documentation goals, and provide caring, accurate supportBalance empathy with efficient problem-solving in a high-volume contact center setting. RequirementsWho This Role Is Great ForPeople with strong customer service or contact center experience who enjoy helping families by phoneDetail-oriented team players who can handle high call volumes, document cases, and follow eligibility guidelinesCustomer service professionals who enjoy helping others problem-solve(Bilingual preferred).

Farmington, Connecticut10 days ago

$18.35–$21.57 Per Hour
Full-time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

Hartford, Connecticut10 days ago

$90–$100 Per Hour

Our community is cultivated by a team of dedicated professionals working to help clients navigate hybrid workforce strategies and connect contract workers with projects they love. Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets.

Springfield, MA10 days ago

Ensure practice is appropriately represented and demonstrates their value through leadership roles (as applicable) and/or participation with hospital management, medical staff leadership, Medical Executive, Medical Staff and other hospital committees, and within the local community. Families and adventure-seekers alike enjoy Six Flags New England just across the river, while nearby Forest Park—one of the largest urban parks in the country—provides trails, gardens, and a zoo.

Newington, CT8 days ago

Full-time
Employee

Farmington, CT8 days ago

Full-time
Employee

Rocky Hill, CT8 days ago

Full-time
Employee

CPA or EA highly preferred5+ years experience preparing and reviewing federal and state tax returnsTax planning and wealth management coordination experienceClient-facing experience with excellent communication and customer service skillsRIA industry experience preferredProficient in tax software (Lacerte, TaxDome, SurePrep preferred), QuickBooks, and Microsoft OfficeAbility to thrive in fast-paced, deadline-driven environmentStrong team collaboration skillsSupervisory experience a plus; desire to grow into leadership role. Prepare and review individual, fiduciary, exempt, corporate, and partnership tax returns in compliance with federal and state lawsCalculate and prepare estimated federal and state tax payments for individuals and businessesDevelop and implement tax and financial strategies for clientsCommunicate with clients and staff to ensure timely delivery of financial statement reviews focused on tax compliance and profit maximizationInterpret, investigate, and respond to IRS and state tax agency correspondenceMaintain current knowledge of tax law changes and business environment trends.

Hartford, CT30+ days ago

$40,000–$85,000

This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.

Hartford, CT15 days ago

Working at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.

East Hartford, CT30+ days ago

As Insurance and Financial Services Position - State Farm Team Member for Melvin Banks - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments.

Waterbury, CT30+ days ago

Full-time

Connecticut State Community College commits to bold and disruptive change by actively identifying, naming, and dismantling structural racism, systemic poverty, and other barriers; establishing equitable and anti-racist policies and practices; and empowering students, faculty, staff, and administrators to advance racial, social, and economic justice. Under the direction of theRegional Director of Financial Aid, Operations and Outreach, the Campus Supervisor, Financial Aid Services provides effective performance in these essential duties: Key responsibilities include: Providing direction to office staff on the institution's policies and procedures, which may include training exercises.

West Hartford, CT30+ days ago

$70,000–$110,000

The 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.

Springfield, MA29 days ago

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. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others.

Hartford, CT30+ days ago

$48,000–$48,000

This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience. This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry.

Springfield, MA29 days ago

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. Beyond the office, we are deeply engaged in our community, proudly supporting organizations such as Junior Achievement of Western Massachusetts and Habitat for Humanity of Western Massachusetts through volunteer efforts and charitable initiatives that make a lasting difference.

Springfield, MA30 days ago

Remote

$60,000–$75,000

Through 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.

West Hartford, CT29 days ago

Under 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.

Southbury, CT30+ days ago

Full-time

For more than two decades, Premier Financial Services has been recognized within the automotive industry as an innovator and nationwide leader in lease financing of new and previously owned exotic, vintage and luxury vehicles. This includes generous PTO, a stocked kitchen, monthly lunches, team celebrations and an incentive program.

Springfield, IN30+ days ago

Experience in the Finance and Insurance industry – for candidates interested in a career change, our organization supports obtaining industry licensing and additional training opportunities! Communication skills – potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations.

West Hartford, Connecticut22 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Cheshire, CT30+ days ago

Full-time

This is an opportunity to take your practice to the next level under our independent wealth management platform, benefiting from our resources, investment solutions, and operational support while maintaining autonomy in managing your client relationships. • Manage and grow your own book of business under the Centurion Wealth Management umbrella, delivering high-touch financial planning and investment management services.

Holyoke, MA14 days ago

$55,000–$130,000 Per Year

We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.

Hartford, CT8 days ago

Remote

$65,000–$80,000 Per Year

This position is key to building and maintaining strong client relations, ensuring quality customer service, contract fulfillment, and relationship-driven support. Join our team as a part-time Client Services Representative and play a vital role in making financial literacy and security attainable for everyone.

Holyoke, MA30+ days ago

Remote

We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life. We are looking for motivated people, both new to the professional workforce and career changers with a track record of success, to join our growing team.

Agawam, MA30 days ago

$60,000–$75,000 Per Year

Nearly three quarters of Home Office employees fall under the Accounting/Finance umbrella which includes departments such as Receivables, Payables, Purchasing, Vendor Services, Payroll, Property and Liability Insurance. Founded by entrepreneur and philanthropist, Harold Grinspoon, Aspen offers the financial stability of an organization with a sixty-year track record of success, the energy of a start-up, the close-knit feel of a family company, and significant opportunities for growth.

Long Island NY Area, NY30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

New Britain, CT30+ days ago

Full-time

Connecticut State Community College commits to bold and disruptive change by actively identifying, naming, and dismantling structural racism, systemic poverty, and other barriers; establishing equitable and anti-racist policies and practices; and empowering students, faculty, staff, and administrators to advance racial, social, and economic justice. Master’s degree in accounting, business, student affairs, public administration, or related field together with four (4) or more years of experience in financial aid in a higher education setting, with at least two (2) years of supervisory experience; or a combination of education, training and experience which would lead to the competencies required for successful performance of the position’s essential duties.

New!

Springfield, MA3 days ago

Remote

$40,000–$60,000 Per Year
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines.

Springfield, MA30+ days ago

$52.01–$59.78 Per Hour

In this role, you will partner with surgeons, anesthesia providers, and nursing perioperative and surgical services nursing leadership to coordinate daily operations, optimize case flow, and support high-quality patient care within a specialized surgical service. + This unit has a highly experienced team that supports 12-inpatient/outpatient operating rooms, performing surgical procedures to restore and enhance the lives of patients.

New!

Hartford, CT5 days ago

$95,000–$101,000 Per Year

We are a technical advisory services firm that works with the top local talent on the most comprehensive and intriguing projects for discerning clients ranging from start-ups to closely held mid-market companies to large multi-national Fortune 1000 firms. Active effort in improving technical and project management skills through on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training .

hartford, CT23 days ago

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. Respond to customers via phone (voice) regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance.

Hartford, CT30+ days ago

$40,000–$85,000

Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured environment focused on delivering financial education through virtual engagement.

Waterbury, CT8 days ago

$65,000–$80,000 Per Year

Our pursuit of excellence is demonstrated through our innovative online tools and in-house training programs, fostering pathways of growth and financial independence. Step into the dynamic role of Client Services Coordinator with GFI Ikigai, where you will orchestrate exceptional client interactions and reinforce our mission of community empowerment.

Avon, CT30+ days ago

$80,000–$90,000

In 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.

Rocky Hill, Connecticut30+ days ago

$55,000–$115,000 Per Year

Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range Live the Paychex Values: Act with uncompromising integrity.

Hartford, CT30+ days ago

$40,000–$85,000

This role is designed for professionals who want more ownership over their career progression while operating within a structured financial services organization. This position centers on financial education delivery and helping individuals understand long-term planning strategies.

West Hartford, Connecticut17 days ago

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. 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.

West Hartford, Connecticut17 days ago

Hartford, Connecticut7 days ago

As a CSC Mgr Field Service you will manage the daily work activities of a team, including Field Service Technicians and Collectors in the troubleshooting, repair, collection, and maintenance of Company-owned, rented, and/or leased equipment. With nearly a century of experience and over one million machines in operation, we serve more than 40 million consumers annually through our pay technology platforms, technology-enabled services, and trusted client partnerships.

Granby, CT30+ days ago

Full-time

We are a vertically integrated manufacturing company that develops innovative products for diversified applications in the industrial, optical communications, military, life sciences, semiconductor equipment, and consumer markets. This role will partner closely with the Controller and finance team to deliver high-quality financial insights, reporting, and analytical support for operational and capital investment decisions.

Avon, CT30+ days ago

$90,000–$120,000

The 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.

Hartford, CT30+ days ago

Description: This role combines financial planning, data analytics, and systems leadership to support strategic decision-making and operational excellence across the HSB business units and functions. The role requires strong cross-functional collaboration across the finance organization and a deep understanding of financial systems, data architecture, and analytical tools.

Berlin, CT11 days ago

$87,900–$97,670 Per Year

The 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.

Hartford, Connecticut30+ days ago

As a Fortune 500 company and the world leader in animal health, we discover, develop, manufacture and commercialize vaccines, medicines, diagnostics and other technologies for companion animals and livestock. We are working every day to better understand and address the real-world challenges faced by those who raise and care for animals in ways they find truly relevant.

Hartford, CT30+ days ago

$40,000–$85,000

The role emphasizes education, professionalism, and ethical client engagement. Growth into education leadership, training, or management roles.

Hartford, CT30+ days ago

Full-time

Effectively utilize virtual counseling or other modes of communication, such as secure online chat, or video-based communications and secure video teleconference sponsored by the customer which may be offered as an adjunct to face-to-face counseling in situations where service members and families are unable to attend in person. Services include financial education and counseling services that may include one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and educational presentations, or providing referral resources to a participant outside the context of a counseling session.

Springfield, Massachusetts22 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

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Financial Services Jobs in Bloomfield, CT

Financial Analyst Vaco LLC

Customer Service Representative Prodware Solutions

Director Surgical Services Middlesex Health

Care4Kids Client Services Representative United Way of Connecticut Inc

Retail Customer Service Associate FedEx

Oracle Fusion Project Manager Talent Shift

Medical Director - Emergency Medicine - Mercy Medical Center - Springfield Vituity

Administrative Assistant Company Confidential

Executive Assistant Company Confidential

Senior Tax Accountant Company Confidential

Financial Services Specialist – Connecticut All Financial Freedom

Account Executive – Financial Services Sage

Insurance and Financial Services Position - State Farm Team Member Melvin Banks - State Farm Agent

Campus Supervisor, Financial Aid Services Connecticut State Community College

Associate Financial Advisor - Bergenn Financial Group Kestra Financial Independent Advisor

Financial Advisor with Athletic Background Northwestern Mutual - Greater Springfield

Associate Financial Advisor Kestra Financial Independent Advisor

Financial Planner Career Changer Opportunity Northwestern Mutual - Greater Springfield

Financial Planning Associate (Remote) Davis Family Financial LLC

Financial Planner Entry Level Greater Hartford Wealth Management

Account Services Associate 1st Financial Bank USA

Financial Advisor-Springfield, IL RK Partners

Financial Advisor Northwestern Mutual

Experienced Financial Advisor (With Own Book of Business) Centurion Holdings LLC

Financial Advisor Charter Oak Financial

Client Services Representative - Part Time GFI-Team Ikigai

Entry Level Financial Representative Rise North Capital

Financial Accountant Aspen Square Management

Financial Advisor Series 7, 65 or 66 San Blas Securities

Director of Financial Aid, Operations and Outreach Connecticut State Community College

Billing Specialist - Shared Services Insurance Office of America

RN Service Coordinator – Chestnut Surgical Services Baystate Health

Internal Audit and SOX Advisory Services Senior MRINetwork

Inbound Call Center Reps - Financial Transfer Agent Dept. iShare Inc

Financial Programs Specialist All Financial Freedom

Client Services Coordinator - Part Time GFI-Team Ikigai

Financial Planning Specialist Kestra Financial Independent Advisor

Account Executive - Retirement 401(k) Services Paychex

Financial Development Specialist – Connecticut All Financial Freedom

Risk Advisory Services Principal Baker Tilly Advisory Group, LP

Risk Advisory Services Managing Director Baker Tilly Advisory Group, LP

Mgr Field Services CSC Serviceworks

Financial Analyst (Contract - 6 Months) Coherent Corp.

Senior Financial Planner Kestra Financial Independent Advisor

FP&A Financial Specialist Hartford Steam Boiler Inspection and Insurance Company

Financial Analyst, Investment Planning (Hybrid Schedule) Eversource

Professional Services Veterinarian Zoetis US

Financial Education Specialist All Financial Freedom

Personal Financial Counselor Federal Guardian

College Financial Representative, Internship Program Northwestern Mutual

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