• Senior Wealth Advisor

    M&T Bank (West Hartford, CT)
    …13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth ... and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary… more
    M&T Bank (01/21/25)
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  • Merrill Financial Solutions Advisor - Northern…

    Bank of America (Farmington, CT)
    …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners… more
    Bank of America (01/04/25)
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