- TIAA (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
- Citizens (West Hartford, CT)
- …sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is ... Description Citizens Wealth Management is honored to be a high...financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate… more
- Edward Jones (Cheshire, CT)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with Edward… more
- Bank of America (West Hartford, CT)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor II West Hartford, Connecticut **To proceed with...an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business… 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
- 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
- Robert Half Finance & Accounting (Fairfield, CT)
- …of this position will include: . Maintain and segment CRM data to enhance advisor engagement and inform sales strategy. . Build dashboards and reporting tools that ... Requirements . 1+ years of experience in financial services, asset management, wealth management, or fintech. . Strong analytical and organizational skills, with… more