- Fidelity TalentSource LLC (Fairfield, CT)
- …personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant . The Expertise We re Looking ... As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term… more
- Fidelity TalentSource LLC (Fairfield, CT)
- …outreach, you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexitySeries 7 & 63 ... Job Description:Investment Consultant You joined the financial services industry to...your sound judgment, keen knowledge of products, and Fidelity\u2018s planning tools. Instead of spending your time sourcing new… more
- Fidelity TalentSource LLC (Greenwich, CT)
- …customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The\u00A0Expertise\u00A0We re Looking ... and complex financial planningYour integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they… more
- Equitable (Stamford, CT)
- Wealth Management Associate - CT, Stamford (5022) ( 23000077 ) **Primary Location** : UNITED STATES-CT-Stamford **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management opportunities… more
- Equitable (Melville, NY)
- Wealth Management Associate - NY, Woodbury (6004) ( 24000053 ) **Primary Location** : UNITED STATES-NY-Melville **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management opportunities… more
- Deloitte (Stamford, CT)
- …related to one or more of the following Financial Services industries: investment management , wealth management , trust company, insurance provider, or ... Financial Services Investment Operations Risk Management Senior Consultant Our practitioners have...related service provider + Demonstrated knowledge within asset management , wealth management , hedge funds,… more
- Deloitte (Stamford, CT)
- …by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique ... utilities, clearing houses, custodians, and companies in commodities-driven businesses. + Deloitte's Wealth Management Advisory Practice: Our Wealth … more
- Deloitte (New York, NY)
- …by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique ... funds), fund administrators, transfer agents, pension funds, and fund of funds. + Deloitte's Wealth Management Advisory Practice: Our Wealth Management … more
- Charles Schwab (Mount Kisco, NY)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow ... wealth on behalf of our clients including: Retirement Planning , Education Planning , Investment Management ,...in additional to furthering your own professional development in Wealth Management . **In addition to the salary… more
- Deloitte (Stamford, CT)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Senior Consultant , Operations and Technology Transformation, Insurance, Tech/Functional What...over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Work you'll do As… more
- Deloitte (Stamford, CT)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Operations & Technology Transformation Senior Consultant , Guidewire Data Migration - ETL Developer with...over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Recruiting for this role… more
- Deloitte (Stamford, CT)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... Consultant , Operations and Technology Transformation, Guidewire Application Developer...over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Recruiting for this role… more
- Capco, a Wipro Company (New York, NY)
- …combining experience-led visioning, customer research, emerging technologies, analytics, EX/talent management expertise and modern delivery models, we're able to ... digital experiences for our financial services clients in banking, capital markets and wealth . **What You'll Get to Do: ** + Collaborate with small, agile,… more
- M&T Bank (Fairfield, CT)
- …on individualized needs analysis, and on deepening client relationships and generational wealth planning . + Serve as primary PIC (Supervisor/Person-in-Charge) to ... client asset growth and maintenance and on deepening client relationships and generational wealth planning . Wilmington Advisors @ M&T is a brand name used… more
- City National Bank (New York, NY)
- …integrated financial services advice to these clients including: banking, credit, asset management , trust and estate planning , and brokerage. Manages overall ... May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... driving standardization of the production environment, reducing complexity, optimizing management of systems supporting global functions such as Compliance,… more
- KPMG (Stamford, CT)
- …culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading ... Workday projects involving strategy, implementation support, and Enterprise Resource Planning (ERP) optimization related to Information Technology (IT) operations,… more
- S&P Global (New York, NY)
- …they use our tools, as a Credit Client Service Associate, you will be a consultant providing the best and most efficient ways for our clients to achieve quality ... timely tracking of client issues within our Client Relationship Management system + Documentation of newly found solutions and...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more