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Private equity analyst Jobs in Hartford, CT

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Private equity analyst • hartford ct

Last updated: 1 day ago
  • Promoted
Private Wealth Advisor

Private Wealth Advisor

NBT BankWest Hartford, CT, United States
Full-time
This job includes a base rate plus commissions.Total Potential Annual Earnings : $52,000 - $520,000.Interviews and profiles customers / prospects to determine investment and insurance needs, recommend...Show moreLast updated: 5 days ago
  • Promoted
Family Physician at Private Practice

Family Physician at Private Practice

Mansfield Family Practice, LLCCT, US
Permanent
Mansfield Family Practice is seeking a full time, board certified / board eligible family practice physician to join our team of four family practice physicians at our practice in Storrs, CT.As a sem...Show moreLast updated: 30+ days ago
  • Promoted
Tax Senior Manager - Private Equity (East Region City Locations)

Tax Senior Manager - Private Equity (East Region City Locations)

DeloitteHartford, CT, United States
$114,490.00–$272,090.00 yearly
Full-time
Does this describe your background? If you're a senior leader who wants to play in the big pond and have a solid understanding of Subchapter K, partnership allocation methodologies, and the tax com...Show moreLast updated: 6 days ago
  • Promoted
PRIVATE CLIENT RELATIONSHIP MANAGER

PRIVATE CLIENT RELATIONSHIP MANAGER

CitizensManchester, CT, United States
Full-time
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen rela...Show moreLast updated: 18 days ago
  • Promoted
Security Officer Private School

Security Officer Private School

Allied UniversalSimsbury, CT, United States
$7.00–$17.00 hourly
Full-time
Security Officer Private School.Allied Universal, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose.While working in a dyn...Show moreLast updated: 11 days ago
Optometrist- private practice

Optometrist- private practice

imattersHartford, CT, United States
$170,000.00 yearly
Looking for a great Optometrist career, pay and perks?.We have a position for you! With a retiring Optometrist,.As a 3-provider owned private practice, we have your best move in your career.Startin...Show moreLast updated: 11 days ago
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Accounting Private Tutoring Jobs Farmington

Accounting Private Tutoring Jobs Farmington

SuperprofFarmington, Connecticut
$80.00 hourly
Superprof is the leading tutoring platform in the USA, connecting passionate individuals with eager learners.We operate in over 63 countries, making education accessible to everyone, everywhere.Sup...Show moreLast updated: 30+ days ago
  • Promoted
PRN PEDIATRIC PRIVATE DUTY RN

PRN PEDIATRIC PRIVATE DUTY RN

Elara CaringRocky Hill, CT, United States
$35.00–$40.00 hourly
Full-time
At Elara Caring, we have a unique opportunity to play a huge role in the growth of an entire home care industry.Here, each employee has the chance to make a real difference by carrying out our miss...Show moreLast updated: 8 days ago
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NOT Private Equity! Stellar work / life balance! Your voice matters in this private practice in New England!

NOT Private Equity! Stellar work / life balance! Your voice matters in this private practice in New England!

HealthEcareers - ClientHartford, CT
Full-time +1
Are you seeking an •ACTUAL • work / life balance? Join our thriving private practice - where your voice matters - in a safe New England metro with easy access to NYC and Boston!.The foundation of our ...Show moreLast updated: 5 days ago
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Pediatric Private Duty Nurse

Pediatric Private Duty Nurse

Thrive Skilled Pediatric Care LLC CareersOVERLAND PARK, CT, United States
Full-time
Thrive Skilled Pediatric Care, one of the leading providers of skilled pediatric home care, is seeking RNs and LPNs for clients in the Overland Park, KS area. Various Shifts Available Inquire Today....Show moreLast updated: 1 day ago
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Remote Equity / Option Trader

Remote Equity / Option Trader

Maverick FXNew Britain, Connecticut
Maverick Trading, a 26-year old proprietary trading firm, is looking to hire experienced (5+ years) and entry-level (1+ years) equity and option traders. We are a global team, united by the common g...Show moreLast updated: 30+ days ago
Associate Manager, Fund Accounting - Hedge Funds / Private Equity; East Coast Region

Associate Manager, Fund Accounting - Hedge Funds / Private Equity; East Coast Region

SS&C TechnologiesWindsor, CT, US
Full-time
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financia...Show moreLast updated: 30+ days ago
Private Client Advisor

Private Client Advisor

KeyBankWethers, CT
$50,000.00 yearly
Full-time
The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts.The Advisor will...Show moreLast updated: 30+ days ago
Private Soccer Coach

Private Soccer Coach

Dribbler LLCWindsor, Connecticut, United States
$35.00–$50.00 hourly
Full-time
Quick Apply
Join Dribbler Soccer : Transform Your Passion for Soccer Into a Rewarding Career!.Dribbler Soccer is a leading name in private soccer training across the United States. We’re expanding our team and l...Show moreLast updated: 30+ days ago
  • Promoted
Vice President, Private Markets

Vice President, Private Markets

Prosek PartnersHartford, CT, United States
$130,000.00–$180,000.00 yearly
Full-time
Prosek is one of the largest independent communications and marketing firms in the U.Prosek provides unparalleled expertise with financial and professional services companies.Our teams work togethe...Show moreLast updated: 5 days ago
Private Wealth Advisor

Private Wealth Advisor

NBT Bancorp Inc.West Hartford, Connecticut
Full-time
This job includes a base rate plus commissions.Total Potential Annual Earnings : $52,000 - $520,000.Interviews and profiles customers / prospects to determine investment and insurance needs, recommend...Show moreLast updated: 30+ days ago
Underwriting Consultant( Private Equity Construction)

Underwriting Consultant( Private Equity Construction)

CNAGlastonbury, CT, USA
Full-time
Essential Duties & Responsibilities.Performs a combination of duties in accordance with departmental guidelines : .Works with senior management on the most complex underwriting risks employing advanc...Show moreLast updated: 30+ days ago
  • Promoted
Private Client Advisor II

Private Client Advisor II

Bank of America CorporationHartford, CT, United States
$100,000.00–$250,000.00 yearly
Full-time
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...Show moreLast updated: 1 day ago
Private Wealth Advisor

Private Wealth Advisor

NBT BankWest Hartford, CT, United States
5 days ago
Job type
  • Full-time
Job description

This job includes a base rate plus commissions. Total Potential Annual Earnings : $52,000 - $520,000.

Interviews and profiles customers / prospects to determine investment and insurance needs, recommends appropriate products / solutions with a focus on retention and replication of their best clients and makes appropriate referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations.

Education and Experience :

  • Bachelors Degree or equivalent education and experience
  • Minimum 3 years investment and insurance sales experience required

Skills and Abilities :

  • Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations
  • Strong communication and PC skills
  • No significant compliance issues
  • Has developed a process for client segmentation
  • Demonstrated team player and high quality service provider
  • Advanced knowledge of all broker dealer advisory platforms
  • Unique Job Characteristics and Requirements :

    FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA)

    Tasks Performed :

  • 40% Conducts regular client review meetings to uncover additional investment and insurance needs and to develop deeper relationships through financial planning with a focus on retention and replication of their best clients.
  • 20% Develops and executes individual business plan to meet sales goals and maintain minimum assigned levels of production consistent with individual or team goals.
  • 20% Monitors client investment performance versus risk tolerance and makes appropriate recommendations.
  • 10% Interviews and profiles prospects to determine investment and insurance needs, recommends appropriate products / solutions and makes appropriate referrals to branch or to other business partners.
  • 5% Cultivates and fosters proactive relationships with branch business partners with regular meetings to discuss sales ideas, referral opportunities and results of customer meetings.
  • 5% Other duties as required
  • Physical Requirements :

  • Communicate effectively with internal and / or external customers
  • Stationary 75% of time or greater
  • Move Objects to Maximum 10 lbs
  • Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.