• Affluent Market Financial

    M&T Bank (Holyoke, MA)
    …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors,… more
    M&T Bank (12/06/24)
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  • Merrill Financial Solutions Advisor

    Bank of America (Springfield, MA)
    Merrill Financial Solutions Advisor - Northern Connecticut Market Hartford, Connecticut;Farmington, Connecticut; Mystic, Connecticut; Springfield, ... Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network... teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in… more
    Bank of America (01/04/25)
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  • Financial Advisor - Deming & Hale

    TD Bank (Manchester, CT)
    …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial...Most Convenient Bank + Ability to travel within assigned Market to meet prospects, clients and partners + Driver's… more
    TD Bank (01/11/25)
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  • Private Client Advisor

    KeyBank (Westfield, MA)
    …**Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their ... methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and… more
    KeyBank (01/14/25)
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