- Bank of America (Southbury, CT)
- Financial Solutions Advisor Registration Candidate - Southern CT Market Westport, Connecticut;Southbury, Connecticut; Cheshire, Connecticut; Fairfield, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westport/ Financial - Solutions - Advisor - Registration -Candidate Southern-CT-Market\_25041800-1) **Job… more
- Bank of America (Southbury, CT)
- Financial Solutions Advisor - Southern CT. Market Westport, Connecticut;Norwalk, Connecticut; Southbury, Connecticut; Cheshire, Connecticut **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westport/ Financial - Solutions - Advisor Southern-CT-Market\_25033157) **Job Description:** At… more
- Bank of America (Katonah, NY)
- Financial Solutions Advisor - Albany/Hudson Valley Market Katonah, New York;Newburgh, New York; Latham, New York; Mount Kisco, New York; Yorktown Heights, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Katonah/ Financial - Solutions - Advisor Albany-Hudson-Valley-Market\_25048779-2) **Job Description:** At… more
- TD Bank (Greenwich, CT)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable ... draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions . A FA will need to… more
- Kestra Financial (Wappingers Falls, NY)
- …account reviews, report generation, and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and ... The Associate/Service Advisor reports to the Lead Advisor ...and managed accounts + Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration … more
- JPMorgan Chase (Danbury, CT)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a… more
- Bank of America (Greenwich, CT)
- …of the client + Ability to influence; proactively asks for and closes business + Solutions oriented; sales and financial aptitude a must + Must be a skilled ... Private Client Advisor II Greenwich, Connecticut **To proceed with your...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Citigroup (Greenwich, CT)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills +...investment advice to clients through a select number of solutions using firm models & research. + Master referral… more
- M&T Bank (Fairfield, CT)
- …Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ... of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals,...client base .Promote and sell the full array of financial services distributed by the Company to current and… more
- US Bank (Greenwich, CT)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Wells Fargo (Danbury, CT)
- …. **In this role, you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service and operational related activities ... clients via telephone, direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information… more
- CVS Health (New Canaan, CT)
- …screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. + **Benefit solutions that address the different ... about transforming health care. As the nation's leading health solutions company, we reach millions of Americans through our...customers to ensure they have a world class beauty advisor experience. + Provide personalized sales service based on… more