Latest Strategy Advisor jobs in Shelton, CT - JobisJob United States Mobile

6 Strategy Advisor Jobs in Shelton, CT

RIA and Patform Sales Lumenai Investments LLC - Stamford, CT, United States and reporting platform for professionals – global family offices, wealth advisors, platforms, retirement plans, institutions, and asset managers. Our aim is to design and manage custom, index-beating investment 11 days ago
Controller (Finance and Accounts) Performance Optimal Health - Stamford, Connecticut to mitigate liquidity risks. Tax Compliance: Ensure adherence to tax regulations and optimize tax planning strategies in coordination with external advisors. Team Leadership: Provide guidance and mentorship 2 days ago
Financial Advisor Ten Solutions - Bridgeport, CT, United States their existing clients with them. Many advisors have built their business as far as they can without a support structure and are looking for strategies that will remove the operational challenges while allowing $90000.00-$100000.00 per year More than 30 days ago
Investment Analyst Gallagher - Meriden, Connecticut communication with Financial Advisors Assisting with evaluating and creating investment strategy Completing detailed analyses and creating presentations This is a great opportunity to join a growing team 26 days ago
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Financial & Wealth Advisors Staffworthy Inc. - Fairfield, CT agreement. May be an independent advisor seeking a supportive structure. Interested in working with a team that provides an exit strategy or succession plan. Open to collaboration with a group of advisors More than 30 days ago
Vice President, Sales Executive – Healthcare (Remote) TTEC - Bridgeport, CT to closing while maintaining an accurate forecast with our CRM Be the trusted advisor to client prospects in offering solutions using effective sales strategies by demonstrating an understanding of their goals 3 days ago

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