Team 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.
Director Surgical Services Middlesex HealthDirector Surgical ServicesMiddletown, CTThe 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.
Environmental Services Director AramarkEnvironmental Services DirectorMiddletown, CT$90,000–$100,000Manages the day to day operations of the Environmental Services (Housekeeping), Linen and Laundry Departments, including, but not limited to, overall cleanliness of the facility, patient room cleaning, bed turnaround times, floor care, trash removal and biohazardous waste handling. Financial Performance - Responsible for building revenue and managing budget which includes labor, supplies, equipment and related services/materials as well as ensuring the completion and maintenance of P&L statements.
NewFinancial Counselor / Certified Application Counselor CONNECTICUT INSTITUTE FOR COMMUNITIES INCFinancial Counselor / Certified Application CounselorDanbury, CT$18–$22 / hourPosition Summary The Financial Counselor / Healthcare Eligibility Specialist assists patients in obtaining healthcare coverage and financial assistance by assessing eligibility for programs such as Access Health CT, HUSKY Health (Medicaid), and CIFC Health's Sliding Fee Discount Program. In this rewarding role, you will help patients obtain healthcare coverage and financial assistance by determining eligibility for insurance and assistance programs, guiding them through the enrollment process, and empowering them to make informed decisions about their healthcare.
NewBranch Office Administrator Edward JonesBranch Office AdministratorHebron, CTEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
NewDoctor of Veterinary Medicine Banfield Pet HospitalsDoctor of Veterinary MedicinePlainville, CT$130–$170 / hourHiring Qualifications Capabilities and Experience (can do) Ability to multi-task - Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. Continuing Education Resources: Access to VetFolio for online CE courses, webinars, and conference proceedings from NAVC and AAHA, as well as access to the MVH Medical Library which provides access to 2000 university-equivalent journals, 600 textbooks, and biomedical databases.
NewDoctor Banfield Pet HospitalsDoctorPlainville, CT$130–$170 / hourHiring Qualifications Capabilities and Experience (can do) Ability to multi-task - Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. Continuing Education Resources: Access to VetFolio for online CE courses, webinars, and conference proceedings from NAVC and AAHA, as well as access to the MVH Medical Library which provides access to 2000 university-equivalent journals, 600 textbooks, and biomedical databases.
NewVeterinarian Banfield Pet HospitalsVeterinarianNew Britain, CT$130–$170 / hourHiring Qualifications Capabilities and Experience (can do) Ability to multi-task - Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. Continuing Education Resources: Access to VetFolio for online CE courses, webinars, and conference proceedings from NAVC and AAHA, as well as access to the MVH Medical Library which provides access to 2000 university-equivalent journals, 600 textbooks, and biomedical databases.
NewDoctor of Veterinary Banfield Pet HospitalsDoctor of VeterinaryPlainville, CT$130–$170 / hourHiring Qualifications Capabilities and Experience (can do) Ability to multi-task - Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. Continuing Education Resources: Access to VetFolio for online CE courses, webinars, and conference proceedings from NAVC and AAHA, as well as access to the MVH Medical Library which provides access to 2000 university-equivalent journals, 600 textbooks, and biomedical databases.
NewField Risk Specialist Datascan Technologies, LLCField Risk SpecialistDanbury, CTAbility to work independently with strong work ethic Professional demeanor with excellent communication and interpersonal skills Excellent problem solving and decision-making abilities Basic computer literacy required Occasional travel outside of local territory may be required from time-to-time Lifting and moving boxes may be required from time-to-time Valid driver’s license with the ability to travel overnight (4 to 5 nights average of overnight travel monthly) High School diploma or GED required, college preferred Two years or more of applicable experience in: floorplan auditing, banking/financial services, automotive, customer service, field services or related industry. You’ll be tasked with physically verifying floor planned inventory, transforming detective work into an art as you inspect dealership records, and showcasing your problem-solving skills as you determine the disposition of missing inventory using Ai’s state of the art mobile audit application.
NewCredentialed Veterinary Technician Banfield Pet HospitalsCredentialed Veterinary TechnicianEast Norwalk, CT$25.32–$36.57 / hourBuild close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Banfield Pet Hospital is hiring full-time and part-time CVTs for the following hospital locations: Norwalk Hospital: 500 Connecticut Ave, Ste 3, Norwalk, CT 06851 Stamford Hospital: 2000 W Main St, Stamford, CT 06902 The pay range for this role is $25.32 - $36.57 /hour.
NewDVM Banfield Pet HospitalsDVMGlastonbury, CT$124,587–$179,959 / yearRole responsibilities Provide furry, feathered, and scaled pets with the best possible care, especially preventive care Build close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Even more good stuff: Flexible scheduling Ability to practice autonomous medicine Locations all over the US to choose from Opportunities for growth and leadership roles at Banfield, Mars and other divisions of Mars brands Dedicated coaching support so you can grow your career (or become a coach yourself!)
NewRelief Vet Banfield Pet HospitalsRelief VetGlastonbury, CT$124,587–$179,959 / yearRole responsibilities Provide furry, feathered, and scaled pets with the best possible care, especially preventive care Build close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Even more good stuff: Flexible scheduling Ability to practice autonomous medicine Locations all over the US to choose from Opportunities for growth and leadership roles at Banfield, Mars and other divisions of Mars brands Dedicated coaching support so you can grow your career (or become a coach yourself!)
NewPart-Time Veterinarian Banfield Pet HospitalsPart-Time VeterinarianGlastonbury, CT$124,587–$179,959 / yearRole responsibilities Provide furry, feathered, and scaled pets with the best possible care, especially preventive care Build close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Even more good stuff: Flexible scheduling Ability to practice autonomous medicine Locations all over the US to choose from Opportunities for growth and leadership roles at Banfield, Mars and other divisions of Mars brands Dedicated coaching support so you can grow your career (or become a coach yourself!)
NewAssistant Director of Student Financial Services Yale UniversityAssistant Director of Student Financial ServicesNew Haven, CT$65,000–$101,000 / yearExplain complex terms and conditions of Federal and College financial aid policies and procedures; Provide comprehensive information to students and families regarding aid policies Provides extensive and timely communication with parents, students (both prospective and current), as well as other campus constituents, in person, email, and on the phone/zoom Serves as an active member of the Financial Aid Review Committee May have an assigned specialty area/program of responsibility Some evening and weekend work will be require, along with other duties as assigned. The Assistant Director will be responsible for a financial aid caseload, with professional judgement decisions being made within established institutional and federal guidelines, and will also provide extensive and timely communications in person, in writing, and on the phone/zoom to students in all aspects of undergraduate financial aid, student employment, and billing.
Financial Services Representative - New Haven, CT FidelityFinancial Services Representative - New Haven, CTNew Haven, ConnecticutRemoteCustomer Service Please 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. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.
Accounting Positions Coordinator of Payroll & Business/Financial Services Connecticut REAPAccounting Positions Coordinator of Payroll & Business/Financial ServicesGlastonbury, CT$76,765–$90,000 / yearKEY FUNCTIONS: Prepares employee payrolls in accordance with collective bargaining agreements for bargaining unit personnel and in accordance with Board of Education approved salary levels for non-bargaining unit personnel. DUTIES: Under the general direction of the Business Manager, processes employee payroll, performs responsible accounting clerical work in preparing and maintaining the payroll and financial systems for the Glastonbury Board of Education.
NewAccount Assistant 4, Patient Financial Services Yale UniversityAccount Assistant 4, Patient Financial ServicesConnecticutUnder the direction of the Manager of Patient Services, this position will support the Patient Services Call Center and answer high volume incoming calls to the Patient Services Department, research/resolve patient accounts using EPIC, receiving, and crediting telephone payments and responding timely and accurately to inquiries from patients, providers, insurers, and other members of the public, as well as performing other administrative functions, as necessary. Required Education and Experience Four years of related work experience, two of them in the same job family at the next lower level, and high school level education; or two years of related work experience and an Associate's degree, or an equivalent combination of experience and education.
Patient Financial Services Reimbursement Specialist Northwell HealthPatient Financial Services Reimbursement SpecialistDanbury, CT$21.49–$32 / hourNorthwell cares for more than three million people annually in the New York metro area, including Long Island, the Hudson Valley, Connecticut and beyond, thanks to philanthropic support from our communities. Summary: The Patient Financial Services Reimbursement Specialist II plays a vital role in managing the complete lifecycle of patient financial accounts�from initial creation through final resolution.
Insurance and Financial Services Position - State Farm Team Member Mfon Ogbebor - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberNorth Haven, CTAs an Insurance and Financial services Producer for State Farm Mfon Ogbebor Agency, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.
Financial Consultant - Finance Systems, Services & Automation Elevance Health IncFinancial Consultant - Finance Systems, Services & AutomationWallingford, CTMinimum Requirements: Requires a BA/BS in accounting or finance and a minimum of 3 years experience in general accounting, finance, or budget and planning; or any combination of education and experience, which would provide an equivalent background. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Financial Services Administrator Nuvance HealthFinancial Services AdministratorDanbury, CT$21.49–$41.73 / hourOther Information: Position requires knowledge of all aspects of responsibilities of the CBO; Basic knowledge of applicable federal, state laws and regulations; well-developed verbal and written communication skills; Excellent analytical and problem solving skills; Strong working knowledge of payor rules and regulations; Knowledge of hospital billing; Demonstrated ability to manage multiple and complex tasks; Demonstrated ability to train and motivate employees; Professional attitude and ability to relate to executive management and patients; Exhibits self-direction, good judgment in handling difficult situations and good organization, time management, interpersonal and conflict resolution skills. This includes obtaining proper documentation in the patients� chart justifying the need for treatment, obtaining insurance prior authorizations for psychiatric hospitalizations, coordinating and submitting claims appeals, and overseeing the retro review and appeals process to prevent denials and revenue loss.
Patient Financial Services Reimbursement Specialist I Nuvance HealthPatient Financial Services Reimbursement Specialist IDanbury, CT$19.54–$29 / hourJoin our Talent Network Skip to main content Menu About us Benefits Culture Academics & Community Careers Nursing Careers Physicians & APP Careers Early Careers Medical Practice Careers Employees Job search Apply now Keyword job title skills Enter a Location Loading job. Our team of more than 15,000 caregivers delivers compassionate care through seven community hospitals, primary care and specialty practice locations, outpatient settings, home care services, and telehealth visits.
Insurance and Financial Services Position - State Farm Team Member Kevin Piscitelli - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberOrange, CTAs Insurance and Financial Services Position - State Farm Team Member for Kevin Piscitelli - 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.
Financial Services Representative - Riverhead Teachers Federal Credit UnionFinancial Services Representative - RiverheadRiverhead, NY$23–$24.50 / hourSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: This position is eligible for our quarterly retail performance incentive program.
Financial Services Representative - Wading River Teachers Federal Credit UnionFinancial Services Representative - Wading RiverNY$23–$24.50 / hourSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: This position is eligible for our quarterly retail performance incentive program.
Financial Services Representative - Port Jefferson Teachers Federal Credit UnionFinancial Services Representative - Port JeffersonPort Jefferson Station, NY$23–$24.50 / hourSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: This position is eligible for our quarterly retail performance incentive program.
Campus Supervisor, Financial Aid Services Connecticut State Colleges & UniversitiesCampus Supervisor, Financial Aid ServicesFarmington, CT$74,604–$79,609 / yearConnecticut 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 the Regional 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 institutions policies and procedures, which may include training exercises.
Financial Services Representative II - Rocky Point Teachers Federal Credit UnionFinancial Services Representative II - Rocky PointNY$24–$27 / hourSummary: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Coordinator of Payroll and Business/Financial Services Glastonbury Public SchoolsCoordinator of Payroll and Business/Financial ServicesGlastonbury, CTAttachment(s): Coordinator of Payroll & Business Financial Services Posting - 7.1.26.pdf. Position Type: Business Office/Coordinator of Payroll & Business/Financial Services.
Independent Financial Services Consultant Traction Forge FinancialIndependent Financial Services ConsultantBridgeport, CTTraction Forge Financial, powered by the strength of Global Financial Impact (GFI) , is seeking motivated and growth-minded individuals interested in building a career in financial services while helping families work toward stronger financial futures. Previous experience in customer service, hospitality, business, leadership, sales, or finance is a plus, but not required.
Financial Services Representative – State Farm Agent Team Member James Winter - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberSt. James, NYROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with James Winter - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Insurance and Financial Services Position - State Farm Team Member Ryan Guinn - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberNew Fairfield, CTAs a member of the Ryan Guinn State Farm Agency, you are vital to our daily business operations and customers’ success. You improve the lives of our customers by proactively marketing relevant products and services.
Servicing Financial Advisor - Connecticut Alera Group IncServicing Financial Advisor - ConnecticutWethersfield, CT$80,000–$100,000 / yearAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Responsibilities vary depending on the specific corporate function but may include: Supporting strategic initiatives that strengthen client relationships, retention, and long‑term practice growth.
Personal Banker II (Financial Services Representative) Suffolk Federal Credit UnionPersonal Banker II (Financial Services Representative)NYRole Overview: Our Personal Banker II's (Financial Services Representatives) are responsible for delivering exceptional service to both current and prospective Suffolk Credit Union members. They work collaboratively with cross-functional teams to achieve departmental and Credit Union goals, maintaining a high level of accuracy, reliability, and member satisfaction.
NewFinancial Services Professional (Connecticut) WealthBridge Financial GroupFinancial Services Professional (Connecticut)Southport, CT$100,000–$150,000In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesNew Haven, CTRemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Patient Financial Services Reimbursement Specialist I - Part Time Northwell HealthPatient Financial Services Reimbursement Specialist I - Part TimeDanbury, ConnecticutNorthwell cares for more than three million people annually in the New York metro area, including Long Island, the Hudson Valley, Connecticut and beyond, thanks to philanthropic support from our communities. Northwell is the largest not-for-profit health system in the Northeast, serving residents of New York and Connecticut with 28 hospitals, more than 1,000 outpatient facilities, 22,000 nurses and over 20,000 physicians.
Patient Financial Services Reimbursement Specialist I Northwell HealthPatient Financial Services Reimbursement Specialist IDanbury, ConnecticutNorthwell cares for more than three million people annually in the New York metro area, including Long Island, the Hudson Valley, Connecticut and beyond, thanks to philanthropic support from our communities. Position at Nuvance Health Northwell is the largest not-for-profit health system in the Northeast, serving residents of New York and Connecticut with 28 hospitals, more than 1,000 outpatient facilities, 22,000 nurses and over 20,000 physicians.
Assistant Manager Financial Services - Kings Park Teachers Federal Credit UnionAssistant Manager Financial Services - Kings ParkKings Park, NY$28.50–$34.15 / hourSummary: The Assistant Manager is responsible for assisting the branch manager in the daily operations of a retail Credit Union branch office that develops and grows member relationships, promotes products and services, and delivers efficient operations. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions.
Campus Supervisor, Financial Aid Services Connecticut State Community CollegeCampus Supervisor, Financial Aid ServicesFarmington, CTFull timeConnecticut 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 the Regional 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.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalBristol, ConnecticutRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
Servicing Financial Advisor - Connecticut Alera GroupServicing Financial Advisor - ConnecticutWethersfield, Connecticut$80,000–$100,000 / yearFull timeAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Responsibilities vary depending on the specific corporate function but may include: Supporting strategic initiatives that strengthen client relationships, retention, and long‑term practice growth.
Sales Manager - Financial Services Team (Hybrid) Nielsen Consumer LLCSales Manager - Financial Services Team (Hybrid)Darien, CT$78,500–$100,000 / yearNIQ may utilize artificial intelligence (AI) tools at various stages of the recruitment process, including résumé screening, candidate assessments, interview scheduling, job matching, communication support, and certain administrative tasks that help streamline workflows. NielsenIQ is looking for a Salesperson with 2-7 years of experience selling data-driven research / products / services to the sell-side investment community.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteCTRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Centralized Financial Advisor - M&T Bank LPL Financial Holdings IncCentralized Financial Advisor - M&T BankBridgeport, CTThis position will offer: • The ability to build a strong client base with the Banks exceptional referral system • The opportunity to find new clients via the banks client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the banks reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.
Financial Advisor - M&T Bank LPL Financial Holdings IncFinancial Advisor - M&T BankBridgeport, CTThis position will offer: • The ability to build a strong client base with the Banks exceptional referral system • The opportunity to find new clients via the banks client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the banks reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.
Financial Advisor Associate - Bristol, Connecticut The Toronto-Dominion BankFinancial Advisor Associate - Bristol, ConnecticutBristol, CT$61,880–$92,560 / yearMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial 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.
Financial Solutions Advisor - New Canaan Financial Center Bank of America CorpFinancial Solutions Advisor - New Canaan Financial CenterNew Canaan, 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.