- Bank of America (Greenwich, CT)
- Registered Wealth Management Client Associate Greenwich, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- JPMorgan Chase (Cross River, NY)
- As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to individuals and families. Your ... 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 (Shelton, CT)
- …contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, ... the best advice to customers. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals, developing staff, managing… more
- Guardian Life (Stamford, CT)
- …KPIs through consistent and timely activity tracking. + Closely worth with regional wealth management teams to identify HNW opportunities within each region ... **You have** + Experience wholesaling wealth management , preferably advisory and/or alternative investments + Series 7 and 65/66 required; CIMA, CPWA or CAIA… more