- M&T Bank (West Hartford, 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
- Deloitte (Hartford, CT)
- …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 high-level ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Deloitte (Hartford, CT)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Bank of America (Hartford, CT)
- Business Banking Relationship Manager/ Senior Relationship Manager - New Haven or Hartford, CT New Haven, Connecticut;Hartford, Connecticut **Job Description:** At ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- NBT Bank (West Hartford, CT)
- …with clients and their children, and functioning as the clients' trusted advisor . A primary fiduciary contact that delivers high quality client service and ... efforts with other bank partners. Share product knowledge and promote other wealth management products such as financial planning, insurance and retirement services.… more
- Morgan Stanley (West Hartford, CT)
- …assets, performance tracking, etc.) * Identifies business opportunities * Supports Financial Advisor / Private Wealth Advisor practice management through ... for new and existing clients. This role may accompany senior team members to meet with clients to evaluate...Complex Business Development Manager * Partners with the Financial Advisor / Private Wealth Advisor … more
- Broadridge Financial Solutions (Hartford, CT)
- …in person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and translate ... role, and consultation related to best practices, scalability, and advisor site outputs. This role ensures what we deliver.../ Requirements + 3-5 years working experience as a Senior Business Analyst + Excellent interpersonal skills and experience… more