- Bank of America (Old Saybrook, CT)
- 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
- KeyBank (Wallingford, CT)
- …Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and ... area branches **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… more
- KeyBank (Guilford, 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