• Registered Wealth Management

    Bank of America (Westport, CT)
    Registered Wealth Management Client Associate Westport, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help ... Salesforce a plus + Professional verbal and written communication​ **Skills:** + Account Management + Client Management + Customer and Client Focus +… more
    Bank of America (09/12/24)
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  • JP Morgan Wealth Management

    JPMorgan Chase (Bridgeport, CT)
    …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
    JPMorgan Chase (06/23/24)
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