- Tiffany & Co. (Westport, CT)
- …client interaction using the Tiffany touch; their own flair for making each client 's experience extraordinary. The Client Advisor is an excellent ... and an entrepreneurial spirit is prevalent in the make-up of every client advisor . Developing client relationships and exceeding sales plan is first… more
- M&T Bank (Fairfield, CT)
- …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue… more
- World Insurance Associates, LLC. (Hamden, CT)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We… more
- NTT DATA North America (Wallingford, CT)
- …part of an inclusive, adaptable, and forward-thinking organization, apply now. NTT DATA's Client is currently seeking an Application Management Advisor to join ... (M365 Security Groups and troubleshooting permissions issues) App Registration / Client ID authentication Custom PCHMH application Basic Qualifications - 8 to… more
- KeyBank (North Haven, CT)
- …+ Strong communication, trust-building, and relationship management skills to foster strong advisor - client relationships. + Ability to gain market insight and ... Connecticut 06473 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and… more
- M&T Bank (Bridgeport, CT)
- …Provide clients with product specific brochures or prospectuses when requested by the client or Financial Advisor . + Accept orders for securities transactions ... and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes. + Assist in… more
- Bank of America (New Haven, CT)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate - New Haven Green Market...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Bank of America (Fairfield, CT)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate - Southern CT Market Westport,...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Edward Jones (Port Jefferson, NY)
- ** Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a ... licensed branch associates are highly visible members of the client team, working under the leadership of a financial... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… more
- Bank of America (Southbury, CT)
- Market Leader - Advisor Development Program Hartford, Connecticut;Southbury, Connecticut; West Hartford, Connecticut; Springfield, Massachusetts; Ridgefield, ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hartford/Market-Leader Advisor -Development-Program\_25047184) **Job Description:** Merrill Wealth Management is a leading… more
- IQVIA (Oxford, CT)
- **(Senior) Scientific Advisor , Medical Communications** _This is a remote position and candidates must be US-based. Travel required 10-15%._ The (Senior) Scientific ... Advisor is responsible for optimizing the customer relationship, developing,...the customer relationship, developing, and delivering content according to client strategy and branding objectives. Primary responsibilities include the… more
- KeyBank (Norwalk, CT)
- …- Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... by providing client advisory services to Ultra High Net Worth (UHNW)...fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and… more
- Bank of America (Branford, CT)
- Financial Solutions Advisor - Pioneer Valley Market West Hartford, Connecticut;Branford, Connecticut; Guilford, Connecticut; Avon, Connecticut; Simsbury, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/West-Hartford/Financial-Solutions- Advisor Pioneer-Valley-Market\_25033291) **Job Description:** At Bank of America, we… 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 ... catered to the individualized needs of each customer and with the client 's best interest in mind. **Primary Responsibilities:** + Based on individualized needs… more
- H&R Block (West Haven, CT)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and… more
- H&R Block (West Haven, CT)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll… more
- H&R Block (West Haven, CT)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
- KeyBank (Hamden, CT)
- …Avenue - Hamden, Connecticut 06514 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... The Private Client Banker (PCB)... Banker (PCB) is part of the Key Private Client Program and will focus on the entire ...Client Program and will focus on the entire client relationship with a plan-based approach to financial advice.… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... and professional manner. Essential Duties and Responsibilities + Assist in client meeting preparation and follow-up including assembling requisite paperwork, report… more
- Edward Jones (Oxford, CT)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... them coming a mile away. You and your financial advisor are essential in working together to help your...clients. Our BOAs are a valued part of the client support team, and we credit much of our… more