- M&T Bank (West Hartford, CT)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
- Truist (Greenwich, CT)
- …mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new...policies and procedures related to Truist Bank and Truist Wealth , as determined from time to time by our… more
- Truist (Greenwich, CT)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Deloitte (Hartford, CT)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Citigroup (Greenwich, CT)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Equitable (Stamford, CT)
- Future Advisor Training Program (Onsite) ( 250000AZ ) **Primary Location** : UNITED STATES-CT-Stamford **Organization** : Equitable **Schedule** : Full-time ... help unlock your potential? Equitable Advisors is a respected wealth management firm with a proven track record in...a Financial Professional with Equitable Advisors. Through the Future Advisor Training Program, the Future Advisor will… 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
- KeyBank (Hartford, CT)
- …to every aspect of our clients' financial journey. **JOB BRIEF** Serves as the senior account executive and trusted advisor for commercial clients in the ... centers of influence and industry associations. + Serves as the Trusted Financial Advisor to clients, functions as the senior Healthcare Banking client "expert"… more
- Carrington (Old Greenwich, CT)
- …TPO Process flows, and Loan Operating Systems. + Ability to effectively interact with senior management as an advisor on projects. + Ability to organize and ... and organizational transformation to accomplish business objectives. Collaborates with senior business leaders, functional leaders, and employees to understand… more
- The Hartford (Hartford, CT)
- …identify gaps and opportunities for optimization. + Act as a trusted advisor to business leaders, aligning third-party contracts, vendor consolidation, and contract ... in contract agreements and risk management. + Experience in working with Senior Executives and driving data-driven strategies. + Expert communication skills, both… more