- Fidelity TalentSource LLC (New Haven, 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 ... discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can prepare for and conduct efficient one-on-one… more
- Bank of America (Fairfield, CT)
- Wealth Management Client Associate Fairfield, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help make ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- 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
