Top 4460 Community associate Jobs in Connecticut

Associate Analyst
Gottfried & Somberg Wealth Management, LLC —Glastonbury, CT
- $65,000 - $80,000 a year
- Full-time
- Background check
- Research
- Office
- Health savings account
- Paid holidays
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Admissions Advisor - Online
Post University —Waterbury, CT
- $21.64 an hour
- Overtime
- Remote
- Sales
- Organizational skills
- Experience equivalent to degree accepted
- Work from home
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Weekend Care Management Coordinator
Interim HealthCare - Farmington, CT —Farmington, CT
- Part-time
- Remote
- Marketing
- Computer literacy
- Mid-level
- Paid time off
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4d
Client Experience & Community Partnerships
WHZ Strategic Wealth Advisors —Pomfret Center, CT
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Microsoft Office
- Profit sharing
- Disability insurance
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School Based Outpatient Clinician (Fee for Service)
Cornerstone Counseling Center —Hartford, CT
- $40 an hour
- Part-time
- School experience
- Adults
- HIPAA
Quick Apply
School Based Outpatient Clinician (Fee for Service)
Cornerstone Counseling Center —New Britain, CT
- $40 - $90 an hour
- Part-time
- Background check
- School experience
- Adults
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School Based Outpatient Clinician (Fee for Service)
Cornerstone Counseling Center —Hamden, CT
- $40 an hour
- Part-time
- Background check
- School experience
- Adults
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School-Based Mental Health Clinician
Cornerstone Counseling Center —Naugatuck, CT
- $40 - $90 an hour
- Choose your own hours
- Background check
- School experience
- LMFT
- Opportunities for advancement
- Flexible schedule
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Internal Medicine Physician - Outpatient Primary Care - Southeastern CT
Privia Medical Group —Gales Ferry, CT
- Part-time
- Internal Medicine
- Primary Care
- Outpatient experience
- Health insurance
- Dental insurance
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Mental Health Therapist (Hybrid) – Associate & Fully Licensed Clinicians
Cornerstone Counseling Center —Hartford, CT
- $40 - $90 an hour
- Choose your own hours
- Hybrid work
- Bilingual
- Private practice
- LMFT
- Professional development assistance
- Opportunities for advancement
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Dentist - Up to $30,000 Sign On Bonus
Sutton Dental & Braces - a Benevis company —New Britain, CT
- Up to $900 a day
- Full-time
- CPR Certification
- Dental office
- BLS Certification
- Health savings account
- Paid holidays
9d
Primary Care Nurse Practitioner
Privia Medical Group —Hartford, CT
- Full-time
- Private practice
- Primary Care
- HIPAA
Quick Apply
Relationship Banking Associate
NBT Bank —Lakeville, CT
- $18.50 - $22.28 an hour
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- Health savings account
- Disability insurance
Dentist (Traveling) - Up to $30,000 Sign on Bonus
Sutton Dental & Braces - a Benevis company —Hartford, CT
- $230,000 - $350,000 a year
- Full-time
- CPR Certification
- Dental office
- BLS Certification
- Health savings account
- Paid holidays
9d
Quality Control Technician- Third Shift
Laticrete International —Bethany, CT
- $20 - $21 an hour
- 8 hour shift
- Microsoft Excel
- Microsoft Outlook
- Engineering
- AD&D insurance
- Paid holidays
Mental Health Therapist (Hybrid) – Associate & Fully Licensed Clinicians
Cornerstone Counseling Center —Southington, CT
- $40 - $90 an hour
- Choose your own hours
- Hybrid work
- Bilingual
- Private practice
- LMFT
- Professional development assistance
- Opportunities for advancement
Quick Apply
Teacher
HRA of New Britain Inc —New Britain, CT
- $19 - $27 an hour
- Full-time
- Classroom
- Ability to lift 50 pounds
- Preschool
- Health insurance
- Dental insurance
9d
FT Community Inclusion Specialist/ Job Coach
Easter Seal Rehabilitation Center —Brookfield, CT
- $18.27 an hour
- Full-time
- CPR Certification
- Microsoft Excel
- Experience working with individuals with disabilities
Quick Apply
Dentist (Traveling) - Up to $30,000 Sign on Bonus
Sutton Dental & Braces - a Benevis company —Bridgeport, CT
- $230,000 - $350,000 a year
- Full-time
- CPR Certification
- Dental office
- BLS Certification
- Health savings account
- Paid holidays
9d
Clinician I or II
Community Mental Health Affiliates —New Britain, CT
- From $57,000 a year
- 8 hour shift
- Background check
- LMFT
- Licensed Clinical Social Worker
- 403(b) matching
- Loan repayment program
Quick Apply

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Associate Analyst

Gottfried & Somberg Wealth Management, LLC -
Glastonbury, CT

Quick Apply

Job Details

Full-time
$65,000 - $80,000 a year

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Trading
Employee relationship building
Series 7
Bachelor's degree
Financial services
Account management

Full Job Description

Job Overview

Gottfried & Somberg Wealth Management (“GSWM”) is an independent wealth advisory firm managing approximately $2.7 billion in client assets. We serve individuals, families, and business owners with comprehensive financial planning, investment management, and client service. We are seeking a motivated Associate Analyst to join our team in Glastonbury, Connecticut, and work closely with senior analysts and advisors to support our clients’ financial goals.

This is a full-time, onsite position responsible for providing wealth advisors with research, analysis, reporting and trading support. Candidates should have 1–2 years of relevant work experience in financial services, investment analysis, wealth management, or a related field.

RESPONSIBILITIES AND EXPECTATIONS

The Associate Analyst is responsible for providing outstanding financial planning and wealth management for existing and future clients. The Associate Analyst supports advisors throughout the financial planning process by gathering client data; creating financial reports; performing investment research and financial analysis, creating retirement income plans; executing trades; and handling the Model Management platform for clients.

Client & Planning Workflow

Gather statements provided by new and existing clients, and enter data into planning software
Initiate conference calls with new and existing clients and third-party companies to obtain data about current insurance policies, annuities and investment accounts or to execute an account transfer/rollover
Use MoneyGuidePro, other planning software and propriety spreadsheets to create financial statements and projections, run Monte Carlo analyses, and illustrate how to consolidate investments with our firm
Monitor and periodically update financial and retirement plans
Attend new and existing client meetings, take notes, create summary letters and perform necessary follow up.

Investment & Portfolio Management Workflow

Work with a team of two Senior Investment Analysts to support portfolio management
Conduct investment research as needed and generate accurate reports for meetings
Analyze investments using Morningstar®, Riskalyze and other tools
Source investment analysis and reports using COMMunity Link®, Morningstar, and third-party vendors
Perform quantitative and qualitative analysis with reliably sourced data
Research new products and services that will enhance client relationships or fulfill clients’ short- and long-term financial needs
Maintain model portfolios and manage client accounts within the Model Management platform
Gather, organize, and submit data for share class conversions

Professional Development & Compliance

Remain up to date on industry developments by reading trade journals and other publications, especially Barron’s
Attend teleconferences, educational events and seminars
Comply with all FINRA, SEC and Commonwealth regulations; satisfy continuing education requirements towards all licenses and certifications as needed

REQUIREMENTS

1–2 years of relevant work experience in financial services, investment analysis, wealth management, or a related field
Four-year degree from an accredited college or university
SIE, Series 7 and Series 63 licenses, or ability to obtain all required licenses within the first six months of hire
Ability to work onsite five days per week in Glastonbury, Connecticut

EXPECTATIONS:

Professional behavior according to the GSWM Employee Manual. Observe and honor GSWM core values of Integrity; Genuine Relationships; Excellence in All We Do; Continuous Self Improvement, Positivity, and Empathy.
Establish and maintain cooperative working relationships with the team. Work collaboratively to retain existing client base as well as grow client base.
Superb attention to detail.
Excellent time management and multi-tasking skills to manage multiple deadlines and complete projects with precision.
Possess a growth mindset and demonstrate initiative by being willing to take on new responsibilities, take charge of a responsibility without being asked, or make suggestions for improvements.
Remain up to date on industry developments. Regularly review our broker/dealer’s news items and technology updates.
Develop high-level understanding of roles and responsibilities of each office position.
Comply with all SEC and broker/dealer regulations; satisfy continuing education requirements.

Pay: $65,000.00 - $80,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Health savings account
Paid holidays
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

community associate jobs in connecticut

Associate Analyst

Admissions Advisor - Online

Weekend Care Management Coordinator

Client Experience & Community Partnerships

School Based Outpatient Clinician (Fee for Service)

School Based Outpatient Clinician (Fee for Service)

School Based Outpatient Clinician (Fee for Service)

School-Based Mental Health Clinician

Internal Medicine Physician - Outpatient Primary Care - Southeastern CT

Mental Health Therapist (Hybrid) – Associate & Fully Licensed Clinicians

Dentist - Up to $30,000 Sign On Bonus

Primary Care Nurse Practitioner

Relationship Banking Associate

Dentist (Traveling) - Up to $30,000 Sign on Bonus

Quality Control Technician- Third Shift

Mental Health Therapist (Hybrid) – Associate & Fully Licensed Clinicians

Teacher

FT Community Inclusion Specialist/ Job Coach

Dentist (Traveling) - Up to $30,000 Sign on Bonus

Clinician I or II

I want to receive the latest job alert for community associate in connecticut

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