- Nuveen Investments (Hamden, CT)
- ** Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify ... recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through… more
- M&T Bank (Fairfield, CT)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
- Bank of America (Southbury, CT)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hartford/Market-Leader Advisor -Development-Program\_25047184) **Job Description:** Merrill ... Market Leader - Advisor Development Program Hartford, Connecticut;Southbury, Connecticut; West Hartford,...Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals,… more
- M&T Bank (Bridgeport, CT)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative… more
- Wells Fargo (Danbury, CT)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... . **In this role, you will:** + Assist Profit Formula (PF)Financial Advisor (s) with sales, service and operational related activities such as providing service… more
- Anywhere Real Estate (North Haven, CT)
- …our Core 4 (agent production, coaching, culture and helping them build personal wealth ) + Helping real estate sales agents create a digital marketing strategy using ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… more
- HUB International (Fairfield, CT)
- …protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we also invest ... retention goals. **Client Relationship Management** + Serve as a trusted advisor to allied health clients, understanding their operating model, regulatory landscape,… more