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.
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.
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 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.
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).
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Patient Financial Services Reimbursement Specialist Northwell HealthPatient Financial Services Reimbursement SpecialistDanbury, 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.
Patient Financial Services Reimbursement Specialist I - Part Time Northwell HealthPatient Financial Services Reimbursement Specialist I - Part TimeDanbury, CT$19.54–$29 / 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. 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.
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.
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.
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.
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.
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 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.
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.
NewServicing Financial Advisor - Connecticut Alera GroupServicing Financial Advisor - ConnecticutWethersfield, ConnecticutAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Responsibilities vary depending on the specific corporate function but may include: Supporting strategic initiatives that strengthen client relationships, retention, and long-term practice growth.
Financial 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.
Financial Solutions Advisor Registration Candidate - North Haven Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - North Haven Financial CenterNorth Haven, CT$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. 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 Registration Candidate - Newington Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Newington Financial CenterNewington, CT$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Financial Representative - Entry Level Starr Region - Modern Woodmen of AmericaFinancial Representative - Entry LevelShelton, CTThe Starr Region at Modern Woodmen of America is seeking driven professionals who want to build a career as holistic financial planners, individuals passionate about helping others achieve both financial protection and financial growth. Jon Starr is a Regional Director with Modern Woodmen of America, where he focuses on helping members and advisors create meaningful impact through personalized financial guidance and community involvement.
Financial Planner with Athletic Background Northwestern Mutual - Fairfield CountyFinancial Planner with Athletic BackgroundBridgeport, CTWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Business Development, Business Owners, Military Veterans, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Key Responsibilities: As a Client Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.
Financial Planner with Military Background The Wengzn DistrictFinancial Planner with Military BackgroundNew Haven, ConnecticutWe began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Now, Mike is excited to step into his next chapter as he takes on the role of Managing Director of the New Haven District Network office, bringing his vision, energy, and commitment to success to a new level.
Financial Advisor Career Changer Fairfield CountyFinancial Advisor Career ChangerBridgeport, ConnecticutOur passion for community support is evident in our ongoing contributions to these charities: Local: Norwalk Open Door (transitioning people from homelessness into mainstream society), Filling in the Blanks (meals for schools). About the Financial Advisor Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.
Financial Advisor Alera Group IncFinancial AdvisorWethersfield, CT$80,000–$85,000 / yearAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Meet one‑on‑one with prospective clients generated through firm‑sponsored marketing activities, including workshops and digital outreach.
Financial Advisor Alera GroupFinancial AdvisorWethersfield, ConnecticutWhat You'll Do / Your ImpactClient Experience & Advisory SupportMeet one-on-one with prospective clients generated through firm-sponsored marketing activities, including workshops and digital outreach. At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies.
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.
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.
Financial Solutions Advisor - Southern CT. Market Bank of AmericaFinancial Solutions Advisor - Southern CT. MarketWestport, ConnecticutUS - CT - Cheshire - 185 Highland Ave (CT2356), US - CT - Fairfield - 2150 Black Rock Tpke - Black Rock Turnpike (CT2201), US - CT - New Canaan - 94 Elm St (CT2252), US - CT - Norwalk - 578 Westport Ave - Westport Ave (CT2258), US - CT - Ridgefield - 90 Danbury Rd (CT2247), US - CT - Southbury - 108 MAIN ST N (CT9108), US - CT - Westport - 126 Post Rd E - Westport Center (CT2190). Key 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.
Financial Solutions Advisor Registration Candidate - Eastern Long Island Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Eastern Long Island MarketEast Hampton, VirginiaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Eastern Long Island Market Bank of America CorpFinancial Solutions Advisor - Eastern Long Island MarketNY$65,000–$80,000 / yearBack to search results Financial Solutions Advisor - Eastern Long Island Market Hampton Bays, New York; Northport, New York; East Hampton, New York; Southampton, New York; Selden, New York; Smithtown, New York; East Setauket, New York; Holbrook, New York; Commack, New York; Patchogue, New York; Medford, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education.
Financial Solutions Advisor - Pioneer Valley Market Bank of America CorpFinancial Solutions Advisor - Pioneer Valley MarketGlastonbury, CT$65,000–$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. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").