NewClinical Program Director of Residential Services Mitchell MartinClinical Program Director of Residential ServicesWaterbury, CT$45–$50 / hourBy applying for this job, you agree to receive AI-generated calls, text messages, and/or emails from Mitchell Martin Inc and its affiliates and contracted partners at various frequency through traditional and automated methods. • The Clinical Program Director oversees residential behavioral health services, ensuring high-quality care for individuals with mental health and substance use disorders.
NewCare4Kids Client Services Representative United Way of Connecticut IncCare4Kids Client Services RepresentativeRocky Hill, CTWho This Role Is Great For People 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) Minimum Qualifications High School Diploma or GED plus relevant experience APPLICATION DEADLINE: August 22, 2026. 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.
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.
Assistant Controller Vaco LLCAssistant ControllerBerlin, CT$100,000–$130,000 / yearDetermining 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.
Administrative Assistant Vaco LLCAdministrative AssistantNewington, CT$70,000–$80,000 / yearDetermining 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.
NewDirector of Technical Accounting & Reporting Vaco LLCDirector of Technical Accounting & ReportingWethersfield, CT$150,000–$200,000 / yearDetermining 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.
Finance Director Vaco LLCFinance DirectorSouthport, CT$150,000–$170,000 / yearDetermining 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.
Senior Tax Accountant Vaco LLCSenior Tax AccountantRocky Hill, CT$110,000–$130,000 / yearDetermining 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.
Accountant Vaco LLCAccountantBethel, CT$70,000–$85,000 / yearDetermining 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.
NewMedical Coding Analyst - Diagnostic Radiology Yale New Haven HealthMedical Coding Analyst - Diagnostic RadiologyNorth Stamford, CTRequires occasional ability to lift, push and pull objects such as files and office supplies up to 30 pounds and/or continuously up to 10 pounds; and occasional moving about on foot to accomplish tasks, walking long distances or moving from one work site to another. Reviews and handles interventional procedures performed within Diagnostic Radiology, IE: Breast Imaging procedures, Spine Injections, aspirations etc. to ensure all codes have been appropriately assigned for optimum reimbursement under the direction of the Lead.
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.
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 Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerHartford, CT$124,000–$335,000 / 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. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Account 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.
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.
Insurance Tax Manager, Financial Services CroweInsurance Tax Manager, Financial ServicesHartford, ConnecticutThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. If you are interested in applying for employment with Crowe and are in need of an accommodation or require special assistance to navigate our website or to complete your application, please visit our Applicant Assistance and Accommodations page for more information: https://careers.crowe.com/crowe-applicant-assistance-and-accommodation .
Financial Services Specialist – Connecticut All Financial FreedomFinancial Services Specialist – ConnecticutHartford, CT$40,000–$85,000This 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.
Data Engineering, Management & Governance Senior Manager/Associate Director - Financial Services Accenture PlcData Engineering, Management & Governance Senior Manager/Associate Director - Financial ServicesHartford, CTData Engineering, Management & Governance Senior Manager and the job duties are as follows: Architect scalable solutions for new rollouts, enhancements, and lifecycle maintenance, integrating best practices across DevOps, MLOps, and DataOps frameworks. Drive cross-functional project planning for complex IT initiatives, defining objectives, technology stacks, systems architecture, schedules, budgets, and staffing strategies in collaboration with senior leadership.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerHartford, CTThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
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.
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.
Account Executive – Financial Services SageAccount Executive – Financial ServicesHartford, CTWorking 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.
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.
Sales Transformation Consultant - Manager Financial Services Accenture PlcSales Transformation Consultant - Manager Financial ServicesHartford, CTDeliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables. Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
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.
Patient Financial Services Reimbursement Specialist I Nuvance HealthPatient Financial Services Reimbursement Specialist IDanbury, CT$19.54–$29 / hourOur 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. When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
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.
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 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.
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.
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.
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.
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).
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.
NewSales Executive - Financial Services Toppan Merrill LLCSales Executive - Financial ServicesCT$115,000–$135,000 / yearYou will lead clients through the modernization of their regulatory communications ecosystem-delivering measurable business value, risk reduction, and operational efficiency. Toppan Merrill strives to provide our employees and loved ones with competitive benefits including: Enhanced Medical, Dental, Vision and Life insurance for employees and dependents.
NewSenior Project Manager, Financial Services Talcott Financial Group LtdSenior Project Manager, Financial ServicesHartford, CTTalcott Financial Group has a proven track record of well-executed transactions, and the enterprise benefits from its strong financial position with over $127 billion in assets under management, its investment-grade financial strength ratings, and its partnership with Sixth Street, a leading global investment firm. Proactively manage risks, issues, assumptions, dependencies, and financials, identifying systemic trends and driving timely resolution and alignment at the appropriate leadership level.
Financial Services Professional (Connecticut) WealthBridge Financial GroupFinancial Services Professional (Connecticut)Darien, 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.
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.
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.
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.
Servicing 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.
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.
Patient Access Associate II - Financial Counseling & Customer Service - 40hrs Connecticut Children's Medical CenterPatient Access Associate II - Financial Counseling & Customer Service - 40hrsHartford, CTCoordinates with third party payers regarding information necessary for appropriate financial processing of patients, including: follow-ups with primary care providers for referrals and authorizations. Reviews all documentation records regarding incomplete information at time of registration, patient or guarantor interaction, efforts to collect co-payments, estimated self-pay balances and referrals to Financial Assistance.
Merrill Advisor Development Program - Financial Advisor: Central Shoreline Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Central Shoreline MarketHartford, CT$80,000–$90,000 / yearBack to search results Merrill Advisor Development Program - Financial Advisor: Central Shoreline Market Hartford, Connecticut; Farmington, Connecticut; Mystic, Connecticut; Springfield, Massachusetts; New Haven, Connecticut; Fairfield, Connecticut Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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 Massachusetts pay and benefits information Massachusetts pay range: $80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Associate Financial Advisor Kestra Financial Independent AdvisorAssociate Financial AdvisorHartford, CT$48,000This 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.
Financial Advisor Associate- Hartford, Connecticut TD BankFinancial Advisor Associate- Hartford, ConnecticutHartford, ConnecticutThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend 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, analyze and understand 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.
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 Advisor Associate- Hartford, Connecticut The Toronto-Dominion BankFinancial Advisor Associate- Hartford, ConnecticutHartford, CT$61,880–$92,560 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend 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, analyze and understand 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 Advisor Associate - Bristol, Connecticut TD BankFinancial Advisor Associate - Bristol, ConnecticutBristol, ConnecticutMeets 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.