Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Financial ConsultantHamden, CT$75,400–$100,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 3+ years financial services experience Series 7 and Series 63 completed within 120 days of start date Preferred: 5+ years financial services experience Series 7 and Series 63 completed.
Wealth Advisor - American Eagle Financial Credit Union LPL Financial ServicesWealth Advisor - American Eagle Financial Credit UnionHartford, CT$58,500–$70,000 / yearJob Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
NewFinancial Center Manager I (Hebron) First Financial BankFinancial Center Manager I (Hebron)Hebron, CT$49,000–$59,000 / yearOpen deposit accounts, accept and key loan applications, close loans, and assist, coach, and lead the branch team's execution of growing accounts; loans and deposits, both consumer and business. Including, but not limited to: Business Specialists, Worklife Specialists, Financial Wellness Advisors, Preferred Bankers, Private Bankers, Wealth Advisors, Mortgage Loan Officers, and Commercial Partners.
Director, Financial Planning Financial EnginesDirector, Financial PlanningFarmington, CT$125,000–$350,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Experienced Financial Advisor (With Own Book of Business) Centurion Holdings LLCExperienced Financial Advisor (With Own Book of Business)Cheshire, CTThis is an opportunity to take your practice to the next level under our independent wealth management platform, benefiting from our resources, investment solutions, and operational support while maintaining autonomy in managing your client relationships. Key Responsibilities Manage and grow your own book of business under the Centurion Wealth Management umbrella, delivering high-touch financial planning and investment management services.
Lead Financial Advisor Sterling Inspired Staffing.Lead Financial AdvisorConnecticutPosition Overview: The Lead Advisor will work closely with senior advisors, operations teams, and investment specialists to assist in managing client relationships, executing financial plans, and optimizing investment strategies. Prepare and deliver client presentations and financial plans, helping to educate and guide clients in their financial decision-making.
Financial Solutions Advisor - Southern CT. Market Bank of America CorpFinancial Solutions Advisor - Southern CT. MarketCheshire, 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 - Pioneer Valley Market Bank of America CorpFinancial Solutions Advisor - Pioneer Valley MarketAvon, 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.
Wealth Advisor - American Eagle Financial Credit Union LPL Financial Holdings IncWealth Advisor - American Eagle Financial Credit UnionHartford, CT$58,500–$70,000 / yearJob Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
NewPersonal Financial Counselor, Assignment Ready Counselor, PFC Massachusetts Magellan Health ServicesPersonal Financial Counselor, Assignment Ready Counselor, PFC MassachusettsWestfield, MAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
NewWork From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateBristol, ConnecticutGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Senior Associate, Investor Services - Hybrid SS&C Technologies Holdings IncSenior Associate, Investor Services - HybridWindsor, CT$55,000–$90,000 / yearThese services include processing of investor subscriptions and redemptions, performing anti-money laundering and due diligence checks on investors, reporting to investors and clients, and handling investor communications and inquiries. Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.
FINANCIAL ANALYST Holyoke Public SchoolsFINANCIAL ANALYSTHolyoke, MAPREFERRED CANDIDATE REQUIREMENTS: Experience, skills, traits, and beliefs: Bachelor's Degree from an accredited college or University with a major in accounting, finance, technology or similar field of study plus 1+ years experience in accounting, finance, data, or related environment OR high school or associate's degree with five (5) years of relevant experience with school finance. This includes responsibilities like: compiling data, developing financial reports, accounting, analyzing and monitoring finances, forecasting, reconciling revenues and expenditures, and recording revenue.
NewDirector, Financial Planning Edelman Financial Engines LLCDirector, Financial PlanningFarmington, CT$125,000–$350,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Patient Financial Counselor BH / PAS BHTH Registration Hartford HealthCare CorpPatient Financial Counselor BH / PAS BHTH RegistrationFarmington, CTThe counselor serves as a liaison between patients, clinical teams, and billing departments to ensure transparency and timely resolution of financial matters related to behavioral health treatment services. The creation of the HHC System Support Office recognizes the work of a large and growing group of employees whose responsibilities are continually evolving so that we and our departments now work on behalf of the system as a whole, rather than a single member organization.
Financial Advisor Series 7, 65 or 66 San Blas SecuritiesFinancial Advisor Series 7, 65 or 66Stamford Area, CTThis role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. About San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
Associate Manager, Alternative Investor Services SS&C Technologies Holdings IncAssociate Manager, Alternative Investor ServicesWindsor, CT$66,000–$115,000 / yearSome 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
Director of Financial Aid, Operations and Outreach Connecticut State Colleges & UniversitiesDirector of Financial Aid, Operations and OutreachNew Britain, CT$95,689–$102,108 / 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. Master's degree in accounting, business, student affairs, public administration, or related field together with four (4) or more years of experience in financial aid in a higher education setting, with at least two (2) years of supervisory experience; or a combination of education, training and experience which would lead to the competencies required for successful performance of the position's essential duties.
NewPersonal Financial Counselor, Assignment Ready Counselor, PFC Massachusetts Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC MassachusettsWestfield, MAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
HVAC Office Operations Manager Style Crest IncHVAC Office Operations ManagerFlint, MICapitol Supply and Service, a Style Crest company, is seeking a highly organized and proactive HVAC Office Operations Manager to lead the administrative and coordination functions of our service department. In this position, the HVAC Office Operations Manager provides operational leadership for the service department, overseeing scheduling, dispatch, billing, workflow processes, and customer communication.