UNKNOWN

ADAPTED_NOW

Time Management:Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. • Client Experience:Demonstratedability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. <br><br>The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

Charles Schwab

Senior Manager, Wealth Advisor

Ivy Exec

Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. • Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.

Wealth Advisor

PART_TIME

FEED

We are looking for energetic, creative, and enthusiastic Retail Shop Associates to join the Equinox team at its state-of-the-art locations in Connecticut (Greenwich CT, Darien, and Southport) This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization. Ensures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks.

Equinox

Retail Style Advisor, Connecticut - Equinox Fitness Clubs

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Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.

YEAR

AllianceBernstein Holding LP

Vp/Wealth Advisor

ea_via_bold

Oversee Wealth Advisor management of the client team to ensure they deliver a client experience aligned with our Wealth Advisor-led, team-based, operating model that delivers integrated, holistic wealth management advice to current and prospective clients. Manage and participate in deepening existing client relationships, driving new client relationships and ensuring these relationships utilize multiple Wealth Advisory solutions, including planning, fiduciary, investments, private banking, brokerage and insurance to support growth strategies.

Wilmington Trust

Wealth Advisor Team Leader

Bachelor's degree and a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience. This role offers access to a robust referral network across Retail, Business Banking, and Wealth partners—giving you the opportunity to focus on what you do best: building relationships and delivering advice-based solutions.

Financial Advisor

With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

Lenox Advisors

Financial Advisor - Stamford, Connecticut

JobScore

OTHER

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. #TaxAccountant #AccountingJobs #FinancialServices #TaxSeason #CPA #EA #WorkLifeBalance #HiringNow #CareerGrowth.

Gpac’s mission is to be the preferred staffing and recruitment solution by effectively delivering and connecting talent with successful companies and organizations. 
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Our team, with collective experience of over 250 years, is passionate about wh

Gpac

Senior Tax Advisor

LogicMelon

By combining advanced business and security practitioner knowledge, the Principal AI Cybersecurity Advisor designs security solutions using some of the most advanced security services and technologies to achieve highly defensible and scalable security programs to align with the clients' security initiatives wherever AI is involved. Effectively work with multiple client personas across the executive branch (CxO), as well as other relevant personas to develop AI product and services, advisement, and AI security strategy and define roadmaps to execute on AI strategy-aligned business goals, budgetary spend, and metrics based on return of investment.

Optiv Security Inc

Principal AI Cybersecurity Advisor

The ideal candidate is passionate about serving clients, delivering sophisticated planning solutions, and helping individuals and families achieve their long-term financial goals while providing a best-in-class client experience. WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.

Wealth Enhancement Group Acquisition

The ideal candidate thrives in a high-touch service environment, demonstrates impeccable judgment, and possesses deep industry knowledge across global destinations, premium accommodations, and curated experiences. Our portfolio includes creative solutions geared at helping food industry professionals compete in foodservice, retail, in-store bakery, deli, and prepared foods, among others.

Rich Products Corp

Executive Concierge Travel Advisor

Develop and submit data, reports, presentations, and compliance filings regarding Eversource transmission projects to ISO New England; regulators, and regional stakeholders with a particular focus on clear and concise communication. Current guidelines require employees to work at least three days in the office, including Tuesdays and Wednesdays, with the third day set by the employee and supervisor based on department needs.

Eversource Energy

Senior Advisor, Transmission Strategy and Regulatory Engagement (hybrid schedule)

Throughout the past 30 years plus, MMC, one of the most trusted names in workforce management services, has successfully delivered strategic solutions to large and small businesses in numerous industries. Our client's a national leader in energy procurement and sustainability advisory, serving some of the largest commercial and industrial organizations across every major sector, as well as high-profile government clients.

MMC Group

Energy Advisor, Procurement Energy Sales

SmartSearch

Responsibilities: Client Advisors hold the critical position of embodying the Tiffany brand in each and every client interaction using the Tiffany touch; their own flair for making each client's experience extraordinary. We expect our employees to deliver the Tiffany Experience to each and every client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise.

HOUR

Tiffany & Co.

Client Advisor-West Hartford

As an essential part of the team and reporting directly to the Sales Manager, you will work closely with operations, project management, and field teams to deliver an exceptional customer experience while achieving sales volume, closing rate, and profitability goals. Role Overview As the team's Project Advisor, you will drive revenue growth by developing customer relationships, identifying opportunities, estimating projects, and closing profitable business.

Infinity Home Services

Project Advisor

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Focus Partners Wealth

Associate Wealth Advisor

We are 29,000+ strong and together we nurture the pet-human bond in more than 1,500 Petco stores across the U.S., Mexico and Puerto Rico, 250+ Vetco Total Care hospitals, hundreds of preventive care clinics and eight distribution centers. The journey starts with knowledgeable, passionately engaged associates who are proud to recommend Petco as a place to work, who believe in our Vision and who are committed to delivering a superior customer experience.

Petco Animal Supplies Inc

Vetco Clinic Advisor

Degree Heating & Cooling, a Zephyr local brand business, is an established company with over 30 years of experience providing top tier service and quality products in many areas around the Glastonbury, CT area. For more than 30 years, Degree Heating & Cooling has proudly served homeowners throughout Central Connecticut with exceptional heating, cooling, plumbing, and electrical services.

Degree Heating & Cooling

Comfort Advisor

You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville.

WealthBridge Financial Group

Financial Advisor / Insurance Agent: Build Your Own Practice (Independen

By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business property, casualty, professional, financial lines and specialty. Regarded as an expert internally and externally in their field Effective Leadership and management skills, including ability to establish and drive long-term strategic direction, think in global terms, but act local and demonstrate business acumen.

Service Advisor Jobs in Connecticut

Senior Manager, Wealth Advisor Charles Schwab

Wealth Advisor Charles Schwab

Retail Style Advisor, Connecticut - Equinox Fitness Clubs Equinox

Vp/Wealth Advisor AllianceBernstein Holding LP

Wealth Advisor Team Leader Wilmington Trust

Financial Advisor Wilmington Trust

Financial Advisor - Stamford, Connecticut Lenox Advisors

Senior Tax Advisor Gpac

Principal AI Cybersecurity Advisor Optiv Security Inc

Financial Advisor Wealth Enhancement Group Acquisition

Executive Concierge Travel Advisor Rich Products Corp

Senior Advisor, Transmission Strategy and Regulatory Engagement (hybrid schedule) Eversource Energy

Energy Advisor, Procurement Energy Sales MMC Group

Client Advisor-West Hartford Tiffany & Co.

Project Advisor Infinity Home Services

Associate Wealth Advisor Focus Partners Wealth

Vetco Clinic Advisor Petco Animal Supplies Inc

Comfort Advisor Degree Heating & Cooling

Financial Advisor / Insurance Agent: Build Your Own Practice (Independen WealthBridge Financial Group

Human Resources Advisor AXA SA

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