- Union Savings Bank (New Milford, CT)
- …Track Program Manager to foster a goal-based mindset as it relates to wealth management within the Future Track program. Complete new financial plans from referrals ... Track initiative and be a Future Track ambassador when working with wealth management clients and prospects. Perform business development activities as required in… more
- M&T Bank (Fairfield, CT)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… more
- Bank of America (New Haven, CT)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hartford/Merrill-Financial-Solutions- Advisor Central-Shoreline-CT-Market\_25014739) **Job ... Merrill Financial Solutions Advisor - Central Shoreline CT Market Hartford, Connecticut;Farmington,...Wealth Management is a leading provider of comprehensive wealth management and investment products and services… more
- Edward Jones (Brookfield, CT)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with Edward… more
- Citizens (Branford, CT)
- …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 ... identify prospective opportunities. Primary responsibilities include + Develop a high-quality wealth management practice that provides a personalized wealth … more
- Wells Fargo (Danbury, CT)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... **In this role, you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service, and operational related activities such as providing service… more
