- Citizens (Clinton, CT)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- Citizens (Branford, CT)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth ... of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning...Advisor , and Certified Financial Planners(R), create the Citizens Private … more
- JPMorgan Chase (Greenwich, CT)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client … more
- KeyBank (East Haven, CT)
- …245 Main Street - East Haven, Connecticut 06512 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... client base with planning and financial wellness as the basis of their methodology and...their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services… more
- US Bank (Greenwich, CT)
- …has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve… more
- NBT Bank (West Hartford, CT)
- …Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover additional investment and insurance needs and to ... referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and...develop deeper relationships through financial planning with a focus on retention and replication… more
- World Insurance Associates, LLC. (West Hartford, CT)
- …any challenge including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... World Insurance Associates ("World") is a unique financial services organization with a global network of...incredible run with us. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- KeyBank (West Haven, CT)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well… more
- KeyBank (Hartford, CT)
- …needs, the Business Advisor assists as part of the Core Business Banking client 's trusted advisor team for solutions in order to develop, manage and retain ... ME. **Job Summary** The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant...profitable client relationships for clients with basic to moderately complex… more
- Eliassen Group (Bloomfield, CT)
- **Information Protection Senior Advisor ** **Bloomfield, CT** **Type:** Contract **Category:** Security **Industry:** Insurance **Reference ID:** JN -122024-91961 ... Jobs **Description:** Hybrid role local to Bloomfield CT. Our client is looking for a Cybersecurity professional to perform...+ Network Security + Cloud Computing (AWS, Azure, Google, Private ) + Containerization + API and Microservices + Static… more
- JPMorgan Chase (Greenwich, CT)
- …and strong business acumen + Ability to attract, retain and develop a high performing Client Advisor team + Experience with and in-depth knowledge of the equity ... all aspects of their balance sheet and drive new client acquisition. You will be part of a local...skills** + Ten plus years of work experience in Private Banking or Financial Services required +… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... need to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client ,… more
- JPMorgan Chase (Riverside, CT)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within... meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- JPMorgan Chase (Riverside, CT)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within... meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Morgan Stanley (Greenwich, CT)
- …Client Service Associates provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- Morgan Stanley (Mystic, CT)
- … Client Service Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more