Top 4678 Monitor Jobs in Wethersfield, Ct

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
Quick Apply
Dispatch
Optima Courier Inc —Rocky Hill, CT
- $19 an hour
- Part-time
- 11+ years
- Office
- Senior level
Paralegal
Nirenstein Horowitz & Associates P.C. —Glastonbury, CT
- $53,000 - $60,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Administrative experience
- Free parking
- Health savings account
Quick Apply
Management Analyst
The City of Hartford —Hartford, CT
- $51,199.98 - $86,626.54 a year
- Weekends as needed
- Background check
- Writing skills
- Research
9d
Behavior Technician - JOB ID# 14169
Capitol Region Education Council —Hartford, CT
- Classroom
- Writing skills
- High school diploma or GED
- 403(b) matching
- Disability insurance
Legal Assistant
Goff Law Group LLC —West Hartford, CT
- $40,000 - $60,000 a year
- Full-time
- Background check
- Pass drug screening
- Administrative experience
- Health savings account
- Paid holidays
Quick Apply
5d
Waiter/Bartender
Naija Restaurant LLC. —Newington, CT
- $16.35 - $17.50 an hour
- Part-time
- Food service experience
- US work authorization
- In-person
- Flexible schedule
Quick Apply
Monitor Tech PT Evening
Trinity Health Of New England —Hartford, CT
- Part-time
- Background check
- Pass drug screening
- High school diploma or GED
- Health insurance
5d
Administrative Secretary III
Wethersfield Public Schools —Wethersfield, CT
- $31.68 - $39.02 an hour
- Overtime
- School experience
- Google Workspace
- English
- Health insurance
- Retirement plan
4d
Monitor -Saint Elizabeth's
Mercy Housing & Shelter Corp —Hartford, CT
- $18.50 - $19.50 an hour
- Part-time
- Serving
- Clean driving record
- Experience working with individuals with disabilities
- Paid holidays
- Disability insurance
Quick Apply
Monitor Tech FT Nights
Trinity Health Of New England —Hartford, CT
- Full-time
- Background check
- Pass drug screening
- High school diploma or GED
- Health insurance
5d
Accounting Careers Trainee
State of Connecticut - Department of Transportation —Newington, CT
- $67,460 - $74,843 a year
- Urgently hiring
- Writing skills
- Office
- Microsoft Office
- On-the-job training
4d
Monitor
Mercy Housing & Shelter Corp —Hartford, CT
- $17.50 - $18.50 an hour
- Full-time
- Serving
- Clean driving record
- Residential
- Paid holidays
- Disability insurance
Quick Apply
Monitor Technician
Hartford Hospital —Hartford, CT
- Part-time
- Customer service
- Computer literacy
- BLS Certification
Quick Apply
Loss Prevention Clerk
Costco Wholesale Corporation —South Windsor, CT
- Driving
- US work authorization
- Warehouse
- AD&D insurance
- Employee stock purchase plan
Lunch and Recess Aide
Wethersfield Public Schools —Wethersfield, CT
- $18.95 an hour
- Online Application
- Public school
- Communication skills
- Entry level
Analyst I, Customer Digital Engagement
WM —Windsor, CT
- $56,100 - $80,707 a year
- Full-time
- Marketing
- No experience needed
- Office
- Employee stock purchase plan
- Paid holidays
12d
Analyst II, Customer Digital Engagement
WM —Windsor, CT
- $68,420 - $98,400 a year
- Full-time
- Marketing
- Mid-level
- Office
- Employee stock purchase plan
- Paid holidays
12d
Van/Bus Monitor
M&J Bus Inc. —Hartford County, CT
- Part-time
- Background check
- Childcare
- Customer service
Quick Apply
Marketing Representative: The Meadows and Toyota Oakdale Theater
Live Nation —Hartford, CT
- Part-time
- Bachelor's degree
- Organizational skills
- Communication skills

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monitor jobs near wethersfield, ct

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

monitor jobs in wethersfield, ct

Associate Analyst

Dispatch

Paralegal

Management Analyst

Behavior Technician - JOB ID# 14169

Legal Assistant

Waiter/Bartender

Monitor Tech PT Evening

Administrative Secretary III

Monitor -Saint Elizabeth's

Monitor Tech FT Nights

Accounting Careers Trainee

Monitor

Monitor Technician

Loss Prevention Clerk

Lunch and Recess Aide

Analyst I, Customer Digital Engagement

Analyst II, Customer Digital Engagement

Van/Bus Monitor

Marketing Representative: The Meadows and Toyota Oakdale Theater

I want to receive the latest job alert for monitor in wethersfield, ct

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