- Bank of America (Fairfield, CT)
- Registered Wealth Management Client Associate Fairfield, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- JPMorgan Chase (Avon, CT)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
- TD Bank (Hartford, CT)
- …a team member, to ensure strong performance, collaboration and enthusiasm that set TD Private Client Wealth apart from our competitors + Using TD Wealth 's ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Portfolio...investment plan and strategy that meets those goals + Client management skills and experience, with ability… more
- TD Bank (Greenwich, CT)
- …as well as pro-active contacts + Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects of the client ... annual sales goals + Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth...to commute within assigned territory + Strong understanding of wealth management business development techniques + Strong… more
- City National Bank (Hartford, CT)
- …offered. WHAT WILL YOU DO? * Services the mortgage needs of Private Banking, Wealth Management and Personal and Business Banking clients whose lending needs can ... of line units and develop sales strategies to attract, retain and expand CNB client relationships through the sale of mortgage loan products and services. Conduct … more
- Berkshire Bank (Canterbury, CT)
- …Planner and Salesforce. + Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient in the ... Key Accountabilities: + Customer Service 50% + Creates an exceptional client experience by demonstrating Berkshire Banks BeFIRST values displaying energy and… more
- Berkshire Bank (Willimantic, CT)
- …Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. Lead through lobby ... clients, and genuinely thank clients for their business. Resolves routine and complex client issues or problems. Is proficient in the digital banking space and can… more