Comprehensive Financial Planning Professional

About the RoleIn this position, you will be responsible for providing personalized financial solutions to clients, including investments, insurance, and savings plans. You will work closely with clients to understand their financial needs and create customized plans to help them achieve their objectives.You will also have the opportunity to develop your...

Job DescriptionWe are seeking a highly skilled Senior Project Accountant to join our team. This is a fantastic opportunity for an experienced professional with a strong background in billing and receivables, preferably in the architecture and engineering (A/E) industry.The ideal candidate will have 3-7+ years of experience working with Deltek software or...

Empower is a leading financial services company dedicated to empowering individuals and organizations to achieve their financial goals. We are seeking an experienced Senior Director to lead our Executive Financial Planning and Stock Plan Services team.Job OverviewThe Senior Director will be responsible for building and executing Empower's workplace strategy...

The Travelers Indemnity Company seeks a highly skilled and experienced Senior Manager, Corporate Financial Planning to join our Personal Insurance Finance team. As a key member of our Financial Planning & Analysis (FP&A) team, you will play a vital role in driving business strategy and decision-making through data-driven insights.Your primary focus will be...

Job OverviewOur award-winning client, Provision People, is seeking a talented Senior Financial Planning Analyst to join their dynamic finance team. The ideal candidate will have a strong background in financial planning and analysis, with a focus on budgeting, forecasting, and strategic planning.

Company OverviewTranscend Practice Management is a holistic financial services firm based in Connecticut. Our mission is to provide tailored financial planning solutions that meet the unique needs of our clients. We are passionate about building relationships and delivering exceptional client experiences.

A mid-size, regional law firm based in Hartford, CT seeks a skilled Estate Planning Specialist to join their team. As a comprehensive legal services professional, you will work closely with senior attorneys to provide high-quality legal services to high-net worth individuals, families, and businesses.This role requires a minimum of 4 years of experience as a...

About Our AgencyMeron Financial Agency is a top-performing firm that empowers individuals and businesses to achieve their financial goals. We believe in work-life balance and offer a supportive team environment that helps you succeed.Job RequirementsMust reside in the USMust be a US citizen or legal/permanent residentBenefitsNo Cold Calling – We Provide...

Unlock Your Potential in a Dynamic CareerWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Northwestern Mutual in West Hartford. As a Wealth Management Associate, you will play a critical role in helping clients achieve their financial goals and securing their financial futures.Your primary...

CVS Health is seeking a Financial Planning and Analysis Expert to join our Southeast Region team. As a key member of our finance team, you will be responsible for providing critical support to achieve our financial and strategic objectives.Your primary responsibility will be to deliver high-quality financial analysis and decision support to optimize regional...

Job SummaryWe are seeking a highly skilled and motivated Comprehensive Financial Planning Professional to join our team at Baystate Financial. As a key member of our team, you will play a critical role in delivering exceptional client experiences and driving business growth.ResponsibilitiesClient Acquisition & Marketing: Develop and implement strategies to...

About the RoleAs a Senior Financial Planning Director at CVS Health, you will play a pivotal role in driving strategic cost management initiatives across Healthcare Benefits/Aetna. Your expertise will be instrumental in developing and implementing analytical solutions to inform business decisions, ensuring the organization's continued success in cost...

Role OverviewThe Senior Accountant will collaborate closely with other members of the accounting and reporting teams within the Controller's Organization. This team is responsible for preparing and reporting financial information for internal and external customers, providing a comprehensive understanding of Talcott's insurance operations, reinsurance...

About This RoleWe are seeking a highly motivated and customer-focused Banking Professional to join our team. As a Citizens Teller, you will have the opportunity to make a real difference in the lives of our customers and build lasting relationships with our communities.Your Key Responsibilities• Greet and engage with customers in our lobbies, providing...

About the Job">We are seeking a highly motivated and results-driven Financial Advisor to join our team in Hartford, CT. As a Financial Advisor, you will provide expert guidance and innovative solutions to individuals and businesses in the areas of retirement planning, insurance, and investment services. You will work closely with clients to understand their...

Job OverviewAs a Financial Representative at Northwestern Mutual, you will help clients achieve their financial goals by developing personalized plans to manage their wealth and protect their future.This role is ideal for an entrepreneur with entrepreneurial ambitions who wants to build a successful career in the financial industry. You will have the...

About the Role: We are seeking a highly skilled and motivated Branch Office Administrator to join our team. As a critical member of our branch team, you will be responsible for delivering exceptional personalized service to clients, taking an active role in the annual business planning process, and driving marketing activities.Company Overview: At Edward...

Join Our TeamAs a Home Visit Healthcare Specialist at OptumCare, you will have the opportunity to make a meaningful difference in the lives of patients across Fairfield and New Haven County, CT. This role requires strong communication and assessment skills, as well as the ability to work independently and collaboratively as part of a dynamic...

About Edward Jones">We are a privately-owned financial services firm with over 19,000 Financial Advisors across the US and Canada. Our purpose is to improve the lives of our clients, colleagues, and communities through our partnership for positive impact.">Job Overview">This role is an opportunity to join our team as a Branch Office Administrator, working...

Job Title**Director of Town Finance**About the JobThis is a leadership position in the Town of Colchester, overseeing all aspects of financial management. The successful candidate will have strong financial management and analytical skills, with a focus on professional accounting and financial control functions.Key ResponsibilitiesDebt Management: Directs...