- US Bank (Greenwich, CT)
- …PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, ... excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify...A passion for problem-solving and acting as a strategic advisor - Ability to make critical decisions independently and… more
- JPMorgan Chase (Greenwich, CT)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- NBT Bank (West Hartford, CT)
- …Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover ... additional investment and insurance needs and to develop deeper relationships through financial planning with a focus on retention and replication of their best clients. + 20% Develops and executes individual business plan to meet sales goals and maintain… more
- Morgan Stanley (Greenwich, CT)
- …provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a daily basis. Through ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate* **Location:** *Connecticut-Greenwich*… more
- Morgan Stanley (Mystic, CT)
- …provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a daily basis. Through ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Client Service Associate **Location:** *Connecticut-Mystic* **Requisition… more
- Deloitte (Hartford, CT)
- …answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our ... Private Wealth Tax practice, you will perform...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Deloitte (Stamford, CT)
- …answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our ... Private Wealth Tax practice, you will perform...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- HUB International (Norwich, CT)
- **HR Generalist, Retirement & Private Wealth ** HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a ... and our commitment to organic growth. This role will support our Retirement and Private Wealth (RPW) business across the firm. **ABOUT HUB:** In a rapidly… more
- Citizens (Clinton, CT)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a ... plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of… more
- Citigroup (Cos Cob, CT)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth brings together the full power of Citi...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
- Citizens (Branford, CT)
- … Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified Financial ... clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and...their financial goals, including but not limited to Financial Advisor , Wealth Advisor , Home Loan… more
- JPMorgan Chase (Greenwich, CT)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly ... As a Market Team Lead at the JP Morgan Private Bank, you are responsible for advising families on...for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial… more
- JPMorgan Chase (Riverside, CT)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing… more
- JPMorgan Chase (Riverside, CT)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing… more
- Guardian Life (Hartford, CT)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... platform. + Deliver subject matter expertise in areas such as private markets, structured investments, alternative investments, philanthropy, lending, and investment… more