NewAssociate Financial Advisor Connecticut River Wealth ManagementAssociate Financial AdvisorManchester, CT$65,000–$80,000 / yearThis includes entering trades, open new accounts, enter financial plan data, insurance illustration will handle incoming calls and service matters and communicates directly with clients. Company Description Connecticut River Wealth Management is a client-focused financial services firm dedicated to helping individuals, families, and businesses build and preserve wealth.
NewFinancial Representative (Training Provided) Northwestern MutualFinancial Representative (Training Provided)West Hartford, CT$60,000–$80,000 / yearn As a Financial Representative, you will prospect for clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. \n About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for over 165 years through a comprehensive approach that provides insurance, investments, and wealth management.
NewFinancial Manager (Tax) IntuitFinancial Manager (Tax)New Haven, CT$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewFinancial Expert (Tax) IntuitFinancial Expert (Tax)New Haven, CT$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewFinancial Professional Crucial Marketing SolutionsFinancial ProfessionalHartford, CTWe protect families, build legacies, and create lifetime income — and we're looking for people who want to do the same for themselves while doing it for others. \n Most people spend forty years trading time for a paycheck, hoping retirement looks the way they imagined.
NewSuitability Principal MassMutualSuitability PrincipalHartford, CTThrough risk identification, supervisory oversight, and expert consultation, you will drive sound business decisions, support compliant growth, and strengthen the firm's risk management framework while serving as a trusted partner to advisors, compliance teams, and business leaders. See MassMutual Terms & Conditions at https://www.massmutual.com/legal/terms-of-use and Privacy Policy at https://www.massmutual.com/protecting-your-information and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
NewAccount Manager, Large Commercial Lines Smith Brothers Insurance, LLCAccount Manager, Large Commercial LinesGlastonbury, CT$63,600–$100,000 / yearJob Description Description: Work Arrangement: This full-time role has the potential for a hybrid schedule with an expectation of approximately 3 days per week working on-site in Glastonbury, CT, with flexibility for remote work with manager approval. As an Account Manager, Large Commercial Lines, you will handle mid-to-large commercial accounts including complex accounts over $35k in revenue.
Finance Managed Services Manager - Controllership & Record-to-Report | Financial Services Industry Deloitte Touche Tohmatsu LtdFinance Managed Services Manager - Controllership & Record-to-Report | Financial Services IndustryHartford, CT$122,000–$240,500 / yearThis role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.
Financial Services Tax - Real Estate Senior Associate PwCFinancial Services Tax - Real Estate Senior AssociateHartford, CT$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Student Financial Services Counselor - Bursar Team University of BridgeportStudent Financial Services Counselor - Bursar TeamBridgeport, CTWorking closely with Financial Aid to streamline joint procedures, the Student Financial Services Counselor will be responsible for all initial contact with students and their families, including processing of student related payments, answering student financial aid/account questions, and providing guidance as needed. Position Description Summary/Purpose: The Student Financial Services Counselor is responsible for student financial support in the Student Financial Services' (SFS) Office.
Student Financial Services Counselor - Bursar University of BridgeportStudent Financial Services Counselor - BursarBridgeport, CTWorking closely with Financial Aid to streamline joint procedures, the Student Financial Services Counselor will be responsible for all initial contact with students and their families, including processing of student related payments, answering student financial aid/account questions, and providing guidance as needed. Other Functions: All members of the Student Financial Services Office team assist each other with the following functions: Maintains confidentiality of information and works in accordance with FERPA guidelines on the disclosure of information.
State And Local Tax Financial Services Manager PwCState And Local Tax Financial Services ManagerHartford, CT$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerHartford, CT$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Assistant 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.
Assistant 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, College Graduate - West Hartford, CT FidelityFinancial Services Representative, College Graduate - West Hartford, CTWest Hartford, 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. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you: Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity.
Financial Services Tax - Real Estate Director PwCFinancial Services Tax - Real Estate DirectorHartford, CT$150,000–$438,000 / yearAt PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Financial Services Specialist – Connecticut (Remote) All Financial FreedomFinancial Services Specialist – Connecticut (Remote)Hartford, CTRemoteThis 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.
Financial Services Tax - Real Estate Manager PwCFinancial Services Tax - Real Estate ManagerHartford, CT$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.
Customer Growth Strategy Senior Manager | Financial Services Accenture PlcCustomer Growth Strategy Senior Manager | Financial ServicesHartford, CTBeyond shaping strategies, you are adept at embedding within client relationships, partnering with Accenture account leads, and identifying new opportunities, both organic and inorganic, that grow Accenture Song's impact and our clients' businesses. With deep industry expertise and strong client partnerships, we help financial services leaders design and execute growth strategies that solve real customer needs and deliver measurable outcomes.