• Northwestern Mutual (Fairfield, CT)
    …goals through financial planning . On your path to becoming a financial advisor , you start as a financial representative focused on client-building ... Overview Becoming a financial advisor at Northwestern Mutual is...& Advisory Services *Trust Services *Retirement Solutions *Business Needs Analysis Northwestern Mutual's proprietary planning software helps… more
    Upward (07/07/25)
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  • National Financial Partners (West Hartford, CT)
    … planning items, money movements, etc.). Assist with the development of client financial plans using financial planning software and present results and ... and other professionals as needed. Develop and maintain working knowledge of various financial planning concepts, such as gift, estate and income tax … more
    Upward (07/09/25)
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  • Lenox Advisors (Stamford, CT)
    …and cultivate referrals Develop and maintain long-term relationships with clients Provide financial solutions through fact gathering and needs analysis Broaden ... and that of everyone you touch. As a Lenox Advisor , you will work directly with individuals, businesspeople, and...families to help them navigate through and secure their financial future. Who we are: Lenox Advisors is a… more
    Upward (06/25/25)
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  • CVS Health (Hartford, CT)
    …assessment, and ROI analysis Develop and maintain sophisticated Excel-based financial models to support forecasting, scenario planning , and vendor ... performance commitments, and compliance standards Serve as a key financial advisor to IT and business leaders,...proven expertise in Excel-based financial modeling, contract analysis , and scenario planning Preferred Qualifications Deep… more
    Upward (07/16/25)
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  • Advisor , Financial Planning…

    Cardinal Health (Hartford, CT)
    **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance… more
    Cardinal Health (06/05/25)
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  • Advisor , Financial Planning…

    Cardinal Health (Hartford, CT)
    …chain service offering. Responsibilities include month end and mid-month variance analysis and projections to forecast and budget, business case development and ... partner to business operations director(s) + Own monthly results analysis , focused on volume, rate, mix analysis ...results analysis , focused on volume, rate, mix analysis + Build cross functional businesses cases / deal… more
    Cardinal Health (06/05/25)
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  • Financial Solutions Advisor…

    Bank of America (Wallingford, CT)
    Financial Solutions Advisor - Southeast CT. Market Branford, Connecticut;Westerly, Rhode Island; Wallingford, Connecticut; Niantic, Connecticut; North Haven, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Branford/ Financial -Solutions- Advisor Consumer-Investments Southeast-CT-Market\_25020645) **Job Description:** At Bank… more
    Bank of America (07/22/25)
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  • Financial Solutions Advisor - Avon…

    Bank of America (Avon, CT)
    Financial Solutions Advisor - Avon Financial Center, CT Avon, Connecticut **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Avon/ Financial -Solutions- Advisor Consumer-Investments Avon- Financial -Center--CT\_25025384-1) **Job Description:**… more
    Bank of America (06/13/25)
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  • P&C Actuary Advisor - Seasonal

    Deloitte (Stamford, CT)
    …rating models and factors for new product development and product enhancements, profitability analysis and audit support. + Assistance in financial management of ... P&C Actuarial Advisor - Seasonal Position Human Capital Our Human...including Statements of Actuarial Opinion, pricing, mergers and acquisitions, financial modeling, economic capital modeling, enterprise risk management, new… more
    Deloitte (06/20/25)
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  • Senior Wealth Advisor

    M&T Bank (Fairfield, CT)
    …current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of ... the client based on the analysis . + Responsible for leading the development of sales...client base .Promote and sell the full array of financial services distributed by the Company to current and… more
    M&T Bank (07/19/25)
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