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.
NewLending Transaction Manager – Lending and Banking Services MassMutualLending Transaction Manager – Lending and Banking ServicesSpringfield, MAYou will be a catalyst for expanding lending adoption across High Net Worth, Ultra High Net Worth, and Business Owner segments by building deep advisor relationships and owning the execution of complex lending strategies from start to finish. You will sit at the intersection of advisors, clients, lenders, and enterprise partners owning lending opportunities end to end and directly influencing how advisors deploy lending as a core wealth management strategy.
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 PrincipalSpringfield, MAThrough 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.
NewTrust Officer MassMutualTrust OfficerSpringfield, MASee 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. Seek new solutions by coordinating with internal business partners (Investments, Fiduciary, Tax, Operations, Compliance) and external vendors to ensure high quality, comprehensive customer service is provided.
NewMortgage Loan Consultant (Base Pay + Commission) Community Financial System, Inc.Mortgage Loan Consultant (Base Pay + Commission)Springfield, MAGrow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business.
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 .
Solutions Marketing Manager, Financial Services Alteryx Inc.Solutions Marketing Manager, Financial ServicesMassachusetts, MARemote$103,000–$135,000 / yearAs the Financial Services Solutions Marketing Manager, you will: Support Financial Services GTM Execution- Help execute the go-to-market strategy for Alteryx's financial services initiatives, translating strategic direction into industry-specific campaigns, plays, and field-facing assets. This role will focus on bringing our industry strategy to life through credible and authentic content, messaging, campaigns, and field-facing assets that demonstrate exactly how Alteryx solves the unique business problems faced by financial institutions.
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.
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 .
Insurance and Financial Services Audit Consultant MassMutualInsurance and Financial Services Audit ConsultantSpringfield, MassachusettsIf you are a risk professional who is looking to leverage your skills at a company that is focused on transforming the life insurance business while helping people secure financial freedom and protect the ones they love, the below noted role is for you. Effectively communicates and collaborates across all organizational levels, including senior leadership, to drive alignment, share insights, and influence decision-making.
Insurance and Financial Services Audit Consultant Massachusetts Mutual Life Insurance CompanyInsurance and Financial Services Audit ConsultantSpringfield, MA$72,500–$95,100 / yearIf you are a risk professional who is looking to leverage your skills at a company that is focused on transforming the life insurance business while helping people secure financial freedom and protect the ones they love, the below noted role is for you. Deliver risk-based audits, working with business management and other risk/control functions, to ensure that controls are effective in managing risks.
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.
Assurance Manager [Financial Services Group] CohnReznick LLPAssurance Manager [Financial Services Group]Hartford, CT$100,000–$150,000 / yearLocated in almost every financial center across the United States-New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests. As part of the Financial Sponsors & Financial Services team, you'll work with some of the nation's leading private equity, venture capital, hedge, real estate, cannabis, private credit, and other alternative investment funds.