- M&T Bank (West Hartford, CT)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors,… more
- Bank of America (Hartford, CT)
- Merrill Financial Solutions Advisor - Northern Connecticut Market Hartford, Connecticut;Southbury, Connecticut; West Hartford, Connecticut; Springfield, ... Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network... teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in… more
- Citizens (West Hartford, CT)
- …division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out ... of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within...market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed… more