• Financial Solutions Advisor

    Bank of America (Worcester, MA)
    Financial Solutions Advisor - Consumer Investments - Western MA Market Worcester, Massachusetts;Sutton, Massachusetts **Job Description:** At Bank of ... 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
    Bank of America (01/08/25)
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  • Private Client Banker - Putnam Branch

    KeyBank (Putnam, CT)
    …to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. ... financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products + Consistently attains… more
    KeyBank (01/14/25)
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