- JPMorgan Chase (Bridgeport, CT)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (East Haven, CT)
- …245 Main Street - East Haven, Connecticut 06512 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- Citizens (Clinton, CT)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes… more
- Citizens (Branford, CT)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , ... and grows with its clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to… more
- KeyBank (West Haven, CT)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- WSP USA (Shelton, CT)
- …England Planning Team and be a part of a growing organization that meets our client 's objectives and solves their challenges. The primary need is in the New England ... market, providing technical leadership while enhancing client contacts and driving overall long-term growth of planning...professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for clients. +… more
- Vaco (Shelton, CT)
- …for critical projects in audit, tax, finance, accounting, and more. **Find Your Freedom: Client Services Advisor ** + You will become a Consultative Advisor , ... (Category: 500+ Employees) + An Inc. 5000 fastest growing private company in America every year since 2007! **Vaco**...and empowerment. **A Day in the Life** Your CFO client just called. Her accounting department could really use… more