- Bank of America (Yorktown Heights, NY)
- Financial Solutions Advisor - Consumer Investments - Southern CT. Market Westport, Connecticut;Southbury, Connecticut; Cheshire, Connecticut; Old ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… 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
- JPMorgan Chase (White Plains, NY)
- …with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan ... of various technology issues + Maintain and update Independent Advisor coverage report + Serve as liaison and manage...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- JPMorgan Chase (Greenwich, CT)
- …Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and… more