Jobs near Wallingford: 3,109
RS
Relevance Score ranked on: ADVISOR
Block Advisors - Tax Advisor
WALLINGFORD
You'll... Build year-round client relationships Provide tax preparation, tax audit support and tax planning year-round Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email) Generate business growth, increase client...
Search Terms: Advisor, Tax, Client Relations, Accounting, Support
88.3
0mi
Updated: June 26
Financial Advisor - Cheshire, CT - Market 13, Region 330
Cheshire
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial ...
Search Terms: Financial Advisor, Advisor, Financial, Training, Client Relations
82.6
5.2mi
Updated: July 23
HR Connect Service Center Advisor
NEW HAVEN
Provides first point of contact support to incoming calls/emails/cases with goal of resolving at first contact. Responsible for managing to completion all activities associated with assigned cases or queries. Owns case management process, including opening cases (create a case for at least 60% of cal...
Search Terms: Advisor, Talent Acquisition, Customer Service, HRIS, Service
81.5
12mi
Updated: June 16
Financial Advisor
Cheshire
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust ...
Search Terms: Financial Advisor, Financial, Advisor, Training, Client Relations
81
5.2mi
Updated: July 24
Financial Advisor
Cheshire
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust ...
Search Terms: Financial Advisor, Financial, Advisor, Training, Client Relations
81
5.2mi
Updated: July 24
Financial Advisor - Milford, CT - Market 13, Region 330
Milford
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial ...
Search Terms: Financial Advisor, Advisor, Financial, Training, Client Relations
79.9
20mi
Updated: July 23
Wealth Advisor - New Haven - CT
New Haven
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens ...
Search Terms: Wealth Advisor, Wealth, Advisor, Financial Planning, Business Partner
79.9
12mi
Updated: July 22
Financial Aid Advisor (Online/Remote)
Waterbury
The Financial Aid Advisor supports online learners through the tuition and financial aid process. This remote role is responsible for guiding students through payment options, collecting documentation, and ensuring compliance with federal and institutional policies. The ideal candidate will demonstra...
Search Terms: Financial, Advisor, Remote, Online, Technology
79.8
14mi
Updated: July 23
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