Jobs for financial advisor at Connecticut

Working within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the financial planning continuum. -ability to lead certain firm client relationships -no production requirements or expectations -strong work ethic required and the ability to multi-task -high level of...

Financial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create passive income streams, etc. Clients: We have several Wealth Advisory Clients seeking Advisors with a book of...

This role will be involved with all aspects of a comprehensive financial planning team. Under direct supervision of the firm's founder and President, you will be tasked with providing our clients the best possible advice, great service, and an overall elevated experience with our team. The goal will be for this individual to become licensed and involved in...

The Administrative Assistant (AA)/Client Service Associate (CSA) will work closely with the Director of Operations, providing administrative support and assisting with various office tasks. With direction, the AA/CSA will assist the team in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service...

Job Description The Role of a Financial Advisor: Client Acquisition & Marketing Discovery Case Development & Analysis Financial Plan Presentation Implementation On Going Service   Compensation: TYPE Paid PAY RATE Fee based DURATION Permanent Company Details: COMPANY SIZE 250 - 1,000 employees INDUSTRY Investment / Portfolio Management...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

Accountant We are actively looking for an experienced Accountantto join our growing team in the Building Materials and Construction industries. The Accountant will be responsible for the accounting and financial functions, including supervision of the monthly close process, billing clients for services provided, account receivables & payables, budget...

George School, a Quaker boarding/day grades 9-12 college preparatory school located in Newtown, Bucks County, Pennsylvania, seeks an Associate Director of College Counseling . POSITION SUMMARY : The George School College Counseling Office serves a diverse community, that includes 30 percent international students, 39 percent students of color, active...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

Greenwich Country Day School is an independent, co-educational day school with a current enrollment of over 1400 students in grades N-12, and a faculty and staff of over 350. The original Old Church Road campus is home to grades N-8. The new High School, established in 2019, is located less than two miles away on Stanwich Road. Founded in 1926, Greenwich...

Position Summary:   THE FOCUS IS YOU:    We are looking to add a Tax Senior Accountant to help lead and guide our clients, in addition to support our internal leaders with the on-going growth in our Farmington, CT office. As a Tax Senior Accountant, you will be responsible for helping prepare and review financial information for clients, such as business...

Position Summary:   THE FOCUS IS YOU:    We are looking to add a Tax Manager to help guide and oversee our clients, in addition to support our internal leaders and the on-going growth in our Northeast Region. As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax...