- Equitable (Stamford, CT)
- Wealth Management Associate - CT, Stamford (5022) ( 23000077 ) **Primary Location** : UNITED STATES-CT-Stamford **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our… more
- Equitable (Stamford, CT)
- Wealth Management Associate - Retirement Benefits Group CT, Stamford/Shelton/Milford (5045) ( 230000KI ) **Primary Location** : UNITED STATES-CT-Stamford ... senior joint-work partners and to be coached by top performers + Advancement and management opportunities + A work-life balance and access to a full suite of… more
- Bank of America (Hartford, CT)
- Wealth Management Client Associate Hartford, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,...products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest… more
- Bank of America (Fairfield, CT)
- Wealth Management Client Associate Fairfield, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management +… more
- Morgan Stanley (Mystic, CT)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Client Service Associate ... exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions… more
- Morgan Stanley (Greenwich, CT)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * **Location:** ... exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis. Through regular interactions with… more
- Morgan Stanley (Hartford, CT)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate **Location:** ... calendar maintenance * Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources for peer sharing… more
- JPMorgan Chase (Riverside, CT)
- … at 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 ... in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values… more
- JPMorgan Chase (Riverside, CT)
- … at 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 ... high-quality support and innovative financial solutions. As a Client Associate within JP Morgan Advisors, you will play a...Advisors and their clients, ensuring a seamless and personalized wealth management experience. You will be part… more
- AON (Norwalk, CT)
- …consultants dive into global financial firms, asset managers, insurers, banks and wealth management companies to analyze and extract actionable data related ... US Human Capital Solutions Rewards Associate Consultant - Hybrid Norwalk, CT Intellectually curious...into global financial firms, asset managers, insurers, banks and wealth management companies to analyze and extract… more
- Liberty Bank (Middletown, CT)
- …and successful team of financial professionals serving the investing, financial planning, wealth management and insurance needs of our clients and prospects. ... Registered Service Associate 315 Main St, Middletown, CT 06457, USA...follow up. + Handle appointment scheduling, appointment preparation, calendar management , and all follow up. + Apply knowledge of… more
- Covr Financial Technologies (Hartford, CT)
- …life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and ... Advisor Success Associate (Inside Sales) REPORTS TO: Team Leader, Advisor...Collaboration, Innovation and Fun! JOB SUMMARY: The Advisor Success Associate primary responsibility would be to make calls to… more
- Kestra Financial (Hartford, CT)
- …for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage ... daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele. This position is perfect for a financial… more
- S&P Global (CT)
- …dedicated team of directory services engineers who are passionate about identity management technologies. You will closely work with your team to collaborate, ... and best practices for Active Directory & Entra ID management and security + Ensure compliance with industry regulations...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- S&P Global (CT)
- …Futures and Options asset classes. + Experience with Index/Benchmarks or Asset Management or trading platforms is a plus. + Excellent communication and interpersonal ... off helps keep you energized for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. + Invest in… more
- Broadridge Financial Solutions (Hartford, CT)
- …along the way, come join the Broadridge team. Broadridge is hiring!The Change Management Lead will play a key role in helping with enterprise software ... implementations (change initiatives) and Source-To-Pay related change management activities. This person will focus on the people side of change - including changes… more
- Morgan Stanley (Greenwich, CT)
- …EOE committed to diversifying its workforce. M/F/D/V. **Job:** ** Wealth Management * **Title:** *Branch Administrator* **Location:** *Connecticut-Greenwich* ... * Administer other duties as delegated by the Complex Management Team (Complex Manager, Associate Complex Manager,...by the Complex Management Team (Complex Manager, Associate Complex Manager, Complex Business Service Officer, Sr. Complex… more
- JPMorgan Chase (Hartford, CT)
- …needs of today and the future through collaboration with our partners in Chase Wealth Management , Business Banking, and Home Lending to provide a seamless ... and investments of the branch, and coach bankers and associate bankers. You will also be responsible for creating...College degree or military equivalent + 2+ years of management , Retail Banking experience or equivalent Chase leadership experience… more
- Brookdale Senior Living (West Hartford, CT)
- …CT. NOW HIRING: - Full Time Health and Wellness Director - Senior Living Management Experience Preferred - RN License Requred Voted by Newsweek in 2024 as one ... Brookdale supports our Nurse Leaders through: + Structured six-week orientation, a wealth of online resources, local nurse mentors and ongoing collaborative support.… more
- Carrington (Old Greenwich, CT)
- …relation to contested matters. + Open and maintain matters in case management system, including but not limited to, analyzing complaints, investigating claims, ... audibly, and quickly. + Ability to accurately track and record time. + Associate 's degree from accredited college plus paralegal certification or a Bachelor's degree… more