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 an...
This role will be involved with all aspects of a comprehensive financial planning team. The goal will be for this individual to become licensed and involved in some parts of the financial planning process. This role will include administrative and operational activities, but it will also include fin...
The Associate Wealth Advisor is expected to manage client relationships through periodic communication, focusing on the progress of a client’s financial goals and objectives established within our financial planning process. Monte Financial Group, LLC is a fee-only financial planning and investment ...
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 an...
When you join Prudential, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading financial services institutions!. Prudential Annuities, a division within Prudential’s Individual Retirement Strategies Group that pro...
We currently have an exciting career opportunity for a Tax Senior Associate to join our Financial Services Tax team located in our Hartford office. As part of the Financial Services team, you'll work with some of the nation's leading private equity, hedge, and other alternative investment funds. Loc...
SummaryA career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spen...
This role will be involved with all aspects of a comprehensive financial planning team. The goal will be for this individual to become licensed and involved in some parts of the financial planning process. This role will include administrative and operational activities, but it will also include fin...
SummaryA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. Ou...
Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch ...
SummaryA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. Our team helps our Financial Services clients navigate the frequently chang...
Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. ...
OVERVIEW Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without the responsibility for lead generation? If you enjoy working closely with clients, developing long-term ...
This Accounting Associate reports directly to the Controller and is responsible for helping manage operational accounting functions, with a focus on ensuring accurate and timely job level financial data. Our client, a family owned and well recognized Construction company based in New Haven, CT, is l...
The Legal Operations Senior Associate will be a member of Citizens Corporate Legal Department, and primarily. The Legal Operations Senior Associate will be a member of Citizens Corporate Legal Department, and primarily responsible for seeking opportunities to optimize the Legal team's internal proce...
Coordinate financial plan development, including initial financial plan data entry, development and working with financial advisor to develop recommendations. WMGNA, LLC, a top 20 Hartford County Registered Investment Advisory firm, employs a unique method of subscription based financial planning an...
By providing an integrated paperless strategy for managing audits, TeamMate's audit software eliminates the barriers associated with paper-filled binders and disconnected electronic files, driving efficiencies into all facets of the internal audit workflow. ...
Understands documentation associated with tax strategies. Supervises work assignments of STS SALT Associates, as appropriate . Provides periodic performance feedback to and participates in the annual performance evaluation for STS SALT Associates, as appropriate. Acts as a mentor to and assists in t...
As a Healthcare Financial/Actuarial Associate you will contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability,...
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, inclu...
Reporting to the Financial Control Manager, the Financial Control Associate will be responsible for the settlement reconciliations for client and proprietary trading of stock, options, futures, bonds, warrants, ETFs, FX and securities lending activity, and weekly and monthly reporting requirements. ...
Senior Tax Associate (Hybrid work schedule). Why take a Tax Associate role with this well respected and growing organization?. What the Tax Associate will do…. What the company needs in a Tax Associate:. ...
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 an...
Simple Solutions Financial Service needs the right agents to help our growing clientele build an asset and not a liability. We are looking to hire and train agents to educate and assist homeowners with their financial needs. When customers purchase mortgage protection insurance with Simple Solutions...
A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. Our team ...