- NBT Bank (West Hartford, CT)
- …Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover ... additional investment and insurance needs and to develop deeper relationships through financial planning with a focus on retention and replication of their best clients. + 20% Develops and executes individual business plan to meet sales goals and maintain… more
- Morgan Stanley (Hartford, CT)
- …provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a daily basis. Through ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate* **Location:** *Connecticut-Hartford*… more
- Deloitte (Hartford, CT)
- …answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our ... Private Wealth Tax practice, you will perform...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Deloitte (Hartford, CT)
- …answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our ... Private Wealth Tax practice, you will perform...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Citizens (Springfield, MA)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a ... plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of… more
- Guardian Life (Hartford, CT)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... platform. + Deliver subject matter expertise in areas such as private markets, structured investments, alternative investments, philanthropy, lending, and investment… more