- Equitable (Stamford, CT)
- Wealth Management Associate - Retirement Benefits Group CT, Stamford/Shelton/Milford (5097) ( 2400003R ) **Primary Location** : UNITED STATES-CT-Stamford ... municipal governments can save for retirement through a 403(b) tax -sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans....being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and… more
- Morgan Stanley (Purchase, NY)
- …our clients. The ideal candidate must have proven experience with speaking to senior level executives and provide a concierge type service to Issuers, clients, ... Wealth Advisors, Issuers and Client (seller) to discuss Plan structuring considering Tax , Legal, market and optical considerations. * Ability to recognize needed… more