125 wealth advisor jobs found

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client referrals. Key Responsibilities and Duties Manages time and resources efficiently and effectively Develops and implements strategic and tactical plans with strong considerations to client challenges. Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans. Reviews client information, including financial statements, risk investment profile and cash availability. Working in a team environment, grows book of business through identifying...

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of...

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of...

Work Location: Hartford, Connecticut, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial...

Work Location: Hartford, Connecticut, United States of America Hours: 40 Pay Details: $61,880 - $92,560 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and...

Location: New York, Chicago, Dallas, Hartford, Hoboken, Iselin, Jericho, Los Angeles, Nashville, San Francisco, San Jose At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services...

Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist role is an exciting opportunity to work with a team that takes a comprehensive approach to delivering customized advice aligned with each institution’s goals and long-term priorities. In this role, you will partner closely with the Institutional Team to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work...

The Growth Lead for Global Health Benefits (GHB) Americas is a senior advisor responsible for identifying, developing, and executing growth initiatives across the Americas region. This strategic role partners with cross-functional teams to drive profitable expansion in targeted geographies and customer segments, ensuring alignment with organizational objectives and market opportunities. The Growth Lead provides expert insights to strategic planning, leverages market research and analysis, and translates growth strategies into actionable business and marketing plans. Scope Drives growth initiatives impacting the Americas region, with influence across commercial, product, marketing, and operational teams. Collaborates with senior leadership and matrix partners to align resources and efforts around targeted growth strategies. Supports the execution of new product launches, market expansion, channel development, and other growth-related initiatives....

Position Summary: The Senior Advisor, Strategic Intelligence (Health Systems Focus) supports the competitive intelligence (CI) function across The Cigna Group. This role is responsible for managing the collection, organization, and analysis of competitive and market data, translating insights into actionable, executive-ready intelligence that informs strategy, product development, and go-to-market decisions focused on hospitals and health systems to better enable partnerships across the Cigna Group. Functions of the Job: Lead CI research and analysis focused on health system, hospital, and provider-owned organization strategies, including pharmacy, specialty, site-of-care, and care delivery models. Analyze health system market dynamics, competitive positioning, vertical integration strategies, and partnerships involving PBMs, specialty pharmacies, wholesalers, and life sciences companies. Support internal stakeholders with targeted intelligence on health...

Overview: As part of Cigna's Enterprise Risk Management organization, Client Informatics is committed to providing clients with reporting, analytics, and consultation that is relevant and actionable. The Client Informatics organization supports Cigna's strategy by utilizing insights that enable employers to make strategic decisions regarding our products and services. Our ability to Go Deep in product offerings to our clients will be critical to the achievement of our enterprise growth goals. Supporting this strategy is our Population Health Client Informatics Team; whose mission is to demonstrate Cigna's value proposition and identify opportunities to positively impact a client's population through expert business analysis with data. What You'll Do: Client Analytics & Insight Development Perform detailed analysis of healthcare data, including cost, trend, and utilization data for Population Health Conduct high-impact ad hoc analyses across multiple...

Candidates who reside within 50 miles of the following locations may be asked to work in person on a hybrid schedule (three days per week): Bloomfield, CT, Chattanooga, TN, Denver, CO, St Louis, MO, or Scottsdale, AZ. Role summary This position is responsible for managing the end-to-end internal and external communication planning and execution for various baseline initiatives and special projects across Cigna lines of business that affect providers. These activities include distributing internal and external communications on time and within the agreed-upon budget. This position may support Provider Communications Advisors on complex projects by working on key messages, drafting communications, organizing information, or updating communication plans. Responsibilities Assess initiatives, outlining dependencies, risks, mitigation options, tactics, timelines, resources, and costs. Participates in project meetings as a provider communication subject matter...

Location: 1026 Main Street - Branford, Connecticut 06405 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our...

Requisition ID: 923795 Store # : 001011 LensCrafters Position: Part-Time Total Rewards: Benefits/Incentive Information LensCrafters is a place for visionaries. We’ve got a vision for pairing state-of-the-art technology with a truly personal approach to eye care. At LensCrafters, we want every person who enters our doors to feel our passion for care. And that's why we’re committed to taking care of you, so you can bring the best quality experience to our patients and customers. LensCrafters is part of EssilorLuxottica, a global leader in the design, manufacture and distribution of world-class vision care products, including iconic eyewear, advanced lens technology and cutting-edge digital solutions. Join our global community of over 200,000 dedicated employees around the world in driving the transformation of the eyewear and eyecare industry. Discover more by following us on LinkedIn! GENERAL FUNCTION The EyeCare Advisor creates exceptional value in the...

Aztec Technology Sales Executive Field Territories - hiring across multiple markets including Hartford, CT; New Haven, CT; Springfield, MA; Worcester, MA; Providence, RI; Newburgh, NY; White Plains, NY; and New York, NY About Aztec Aztec is a leading provider of office technology solutions in the Northeastern United States. We support clients’ full IT environment across unified communications, print and copy, scan and document management, audio/visual, desktop computing, and managed IT services. From hardware and software to supplies and technical support, our team provides full-service support for office technology. Our local focus allows us to provide superior service to small and midsize organizations, while our operational scale and broad reach from Boston to Philadelphia empower us to meet the needs of large enterprise and government accounts. We have 35+ years of business under our belt, and many of our clients have stayed with us for decades. But, we don’t rest on...

Location: 1042 Hope Street - Stamford, Connecticut 06907 *Part Time - 20 hours per week* *Must be flexible and available to be scheduled during any branch days/hours* Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client...

CHS Inc. is a leading global agribusiness owned by farmers, ranchers and cooperatives across the United States that provides grain, food and energy resources to businesses and consumers around the world. We serve agriculture customers and consumers across the United States and around the world. Most of our employees are in the United States, but today we have employees in 19 countries. At CHS, we are creating connections to empower agriculture. Summary CHS is seeking a Senior Sales Compensation Analyst as part of our sales operations team. This role is responsible for designing and administering sales incentive programs that drive desired sales behaviors while ensuring accuracy, compliance, and scalability. This role partners closely with Sales, Finance, HR, Sales Operations, IT, and Legal to deliver incentive plans that align with company strategy, financial objectives, and market best practices. This is a highly analytical, cross-functional role requiring strong...

Location: 741 North Colony Road - Wallingford, Connecticut 06492 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their...

Actuarial Analyst II Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Actuarial Analyst II completes projects and performs complex actuarial studies. How You Will Make an Impact: Primary duties may include, but are not limited to: Performs key actuarial functions related to cost of care, understanding impact of provider and govt regulation changes and...

At Prime Therapeutics (Prime), we are a different kind of PBM, with a purpose beyond profits and a unique ability to connect care for those we serve. Looking for a purpose-driven career? Come build the future of pharmacy with us. Job Posting Title Financial Analyst - Remote Job Description The Financial Analyst independently delivers financial analysis and reporting to support the profitability of Prime business areas or units and inform departmental decision-making. This position directs the budgeting and forecasting processes for the departments it supports, develops new analytical models that utilize cost drivers and associated metrics, and supports the financial requirements of Prime. This position acts as an advisor to business partners by framing financial insights in the context of business objectives and operational considerations. The position will have both a departmental partnership role as well as being responsible for Prime wide projects and...

Job Seekers can review the Job Applicant Privacy Policy by clicking here (http://ryder.com/job-applicant-privacy-policy) . Job Description : Internship Summary: The Ryder Audit Services department is a high-performing team that provides internal audit services and support to business leaders across the organization. Ryder Audit Services conducts both audit and advisory activities aimed at adding value and driving continuous improvement in Ryder's business and IT processes, ensuring compliance with internal policies and external regulatory obligations. Ryder Audit Services is looking for IT Audit Interns to assist with a variety of IT audit projects. The intern may work on SOX or other compliance audits, IT process audits, vendor audits, and IT general control audits, among others. Interns are assigned to audits based on the resource needs at the time of the internship. This opportunity will be a remote part-time (20 hours per week) internship within Ryder Audit...

Job Description Manager, Federal Consulting - Oracle Health Must be U.S. citizen and be able to obtain a Public Trust clearance. This manager-level position is responsible for a segment within a given practice focused on a specific industry, service line, technology center, specialty area or region. Responsible for managing the three main pillars of a practice: people management, portfolio/delivery management and sales enablement. Has profit and loss responsibility or financial/expense management of practice. Accountable for operational/financial metrics and overall business results of practice. Responsible for maintaining practice direction, ensuring quality of consulting delivery, and maintaining customer referenceability. Ensures that operational policies are followed and that business objectives are achieved by focusing on best practices and process improvements. Develops plans to successfully implement operational policies and achieves business plan. Is...

The responsibilities of an Operations Lead Analyst include monitoring daily request execution, reporting, and issue triaging for one or more owned client(s) upon request. Identifying operational or productivity enhancements, barriers, and opportunities for configuration and workflows. The Operations Lead Analyst will provide project and administrative support to leadership teams or Operations Advisors through escalation of issues, risks, and concerns as needed. Provides support to assigned projects by responding to inquiries or resolving complex issues using independent judgment, discretion, and general client knowledge. Routine communication of risk and status of owned clients and processes to leadership teams. What you'll do to make a difference *: * Executes client requests and inquiries in alignment with SLAs and other contractual terms. Monitors and triages client issues in alignment with SLAs and other contractual terms. Adheres to all organizational...

Director, International Risk Program (Remote-Eligible) Capital One is seeking an energetic, self-motivated Director to join the International Risk Program within the Operational Risk Management second line of defense. The International Risk team is a dedicated group of risk professionals responsible for overseeing and effectively challenging Capital One's international business activities, including our non-US products, services, offshore associates and contractors, and facilities to manage our international risk exposure. This role will lead efforts underway to enhance Capital One's framework, requirements, processes, and expectations for the management of international business activities to support our growing international footprint. International Risk impacts all types of risk at Capital One, including financial and non-financial risk. As a result, you'll lead cross-functionally with partners across the organization in a highly visible manner while developing enhanced...

Company : Highmark Inc. Job Description : JOB SUMMARY This job supports the growth of the Organization's sales goals through the development of customer-focused, strategically-positioned sales messaging. The incumbent is responsible for the development, coordination, and timely response to complex RFIs/RFPs in support of local, mid-market and national sales objectives for current and prospective customers across multiple lines of business. Assists in determining the appropriate products, strategies and unique customized solutions to meet a customer's specific needs. Consults, engages and communicates effectively with all levels of the Organization, including executive management to write professional and persuasive proposals, executive summaries, white papers (through strategic research, market analysis and creative resources) for external clients, consultants, Partner Plans. Fully accountable and overall responsibility of projects end-to-end and ensures final...