- Truist (Greenwich, CT)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth ... in the community + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- Intuit (New York, NY)
- …strategies and talent needs for today and the future + Build a trusted advisor relationship with hiring managers, coaching them on effective search strategies, ... + Ability to build talent pipelines and develop long term prospect relationship strategies + Demonstrated experience and comfort partnering with and influencing… more
- Citigroup (Greenwich, CT)
- …where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize ... workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer… more
- Bank of America (Darien, CT)
- Merrill Team Financial Advisor Hanover, New Hampshire;Buffalo, New York; Darien, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of ... driven, resilient, results focused and effective. **Merrill Team Financial Advisor Business Development Program** **The Merrill Wealth Management Team Financial… more
- City National Bank (New York, NY)
- …efforts, formulating strategic direction, recommending improvements, and acting in a trusted- advisor relationship with key stakeholders. **What you will do** ... and risk. + Independently (with minimal oversight) develop and maintain trusted advisor relationships, including at the senior leadership level and with external… more
- Bank of America (Katonah, NY)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - Katonah Financial Center Katonah, New York **Job Description:** At Bank of America, we're ... through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for… more
- WTW (New York, NY)
- …Consultants and Lead Relationship Managers + Develop a trusted advisor relationship with client contacts through effective communication and efficient, ... and producing quality deliverables on time and within budget + Strong client relationship , interpersonal and team skills + A professional presence with polished and… more
- Bank of America (New Canaan, CT)
- Merrill Financial Solutions Advisor - Southern CT Market Greenwich, Connecticut;New Canaan, Connecticut; Stamford, Connecticut **Job Description:** Merrill Wealth ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant… more
- Bank of America (Southbury, CT)
- Merrill Financial Solutions Advisor (Partially Licensed) - Northern Connecticut Market Hartford, Connecticut;Southbury, Connecticut; West Hartford, Connecticut; ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Investment and Life Priority (TM) solutions + Shadows Financial Advisor teams to build their network by sharing relevant… more
- Bank of America (Southbury, CT)
- Merrill Financial Solutions Advisor - Northern Connecticut Market Hartford, Connecticut;Southbury, Connecticut; West Hartford, Connecticut; Springfield, ... and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
- Edward Jones (Danbury, CT)
- …**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 ... building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported… more
- Raymond James Financial, Inc. (Westport, CT)
- …learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ... a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance… more
- Bank of America (Melville, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in… more
- CUNY (New York, NY)
- Admissions Advisor (aHEO) - Two Vacancies **POSITION DETAILS** Located in the heart of Harlem, CCNY is the founding institution of the City University of New York ... enrollment of new students to The City College of New York. The Admissions Advisor position will play a pivotal role in guiding prospective students and their… more
- M&T Bank (Norwalk, CT)
- …group of Private Client Advisors and exercises general guidance in the relationship planning process for clients **Primary Responsibilities:** + Leads the client ... relationship team and has overall responsibility for assuring the...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- International Rescue Committee (New York, NY)
- Requisition ID: req54772 Job Title: Program and Award Advisor , Asia Sector: Awards Management Employment Category: Regular Employment Type: Full-Time Compensation: ... The Purpose of the Role The Program and Award Advisor , Asia plays a vital role within the Asia...management, partnership management and compliance. * Maintain a strong relationship with regional and AMU leadership and escalate issues… more
- Edward Jones (New York, NY)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the… more
- JPMorgan Chase (Greenwich, CT)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and ... solutions to your clients by relying on leadership and relationship -building skills. This will be done with a consistent...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- TIAA (Melville, NY)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... skills reflect who you are and who you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated ability to uncover the needs of the… more
- Bank of America (New York, NY)
- Credit Solutions Advisor - Rockefeller Center New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This position is subject to… more