- M&T Bank (Fairfield, 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
- Bank of America (Southbury, CT)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hartford/Market-Leader Advisor -Development-Program\_25047184) **Job Description:** Merrill ... Market Leader - Advisor Development Program Hartford, Connecticut;Southbury, Connecticut; West Hartford,...Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals,… more
- JPMorgan Chase (Southport, CT)
- Shape the future of wealth management by driving innovation and growth at JP Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making ... financial services. As the Business Development Consultant within JP Morgan Wealth Management, you are responsible for executing strategic business initiatives and… 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 ... Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative… more
- Anywhere Real Estate (North Haven, CT)
- …our Core 4 (agent production, coaching, culture and helping them build personal wealth ) + Helping real estate sales agents create a digital marketing strategy using ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… more
- HUB International (Fairfield, CT)
- …protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we also invest ... retention goals. **Client Relationship Management** + Serve as a trusted advisor to allied health clients, understanding their operating model, regulatory landscape,… more