- Bank of America (Stamford, CT)
- Merrill Financial Solutions Advisor - Stamford Market (PR) Stamford, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose ... and Investment and Life Priority (TM) solutions + Shadows 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 (Stamford, CT)
- Merrill Financial Solutions Advisor - Southern CT Market Stamford, Connecticut;New Canaan, Connecticut; Greenwich, Connecticut; Fairfield, Connecticut **Job ... 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
- Citizens (White Plains, NY)
- …be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively ... and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role,… more
- Citigroup (Stamford, CT)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... are located within the TRI - State Area; NY/CT/NJ Market Citi Global Wealth brings together the full power...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net… more
- Truist (New York, NY)
- …of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...the community * Expected to be the expert level " market moving" advisor with ability to handle… more
- JPMorgan Chase (New York, NY)
- …proven experience in financial services including, but not limited to financial planning, Affluent /High Net Worth solutions, working with high net worth ... Director of Family Engagement & Governance, this role will partner with Financial Advisors and other internal stakeholders to provide ultra-high net worth (UHNW)… more