- Equitable (Stamford, CT)
- Wealth Management Associate - Retirement Benefits Group CT, Stamford/Shelton/Milford (5097) ( 2400003R ) **Primary Location** : UNITED STATES-CT-Stamford ... your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals… more
- Equitable (Stamford, CT)
- Wealth Management Associate - CT, Stamford (5022) ( 23000077 ) **Primary Location** : UNITED STATES-CT-Stamford **Organization** : Equitable Advisors ... for eligible financial professionals, empowering you to establish your career in wealth management + **Commissions and Bonus** : In addition to Stable Pay,… more
- Bank of America (Greenwich, CT)
- Wealth Management Client Associate Greenwich, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,...products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest… 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 ... administrative functions for the Profit Formula Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and… more
- Tompkins Community Bank (Mount Kisco, NY)
- …other duties as assigned. Qualifications + Bachelor's degree in Economics, Finance, Business Management or other related field, or an Associate 's Degree plus two ... investment strategies for Tompkins Financial Advisors (TFA), and managing the portfolio management process in TFA. This role is responsible for managing investment… more
- Insight Global (Stamford, CT)
- …. Skills and Requirements -2-4+ years of work experience involving investment/asset management or wealth management -Strong understanding of the ... Job Description Insight Global is seeking a Product Strategy Associate for one of our clients in Stamford, CT. This person will be joining a team of 15 people. This… more
- JPMorgan Chase (Darien, CT)
- …needs of today and the future through collaboration with our partners in Chase Wealth Management , Business Banking, and Home Lending to provide a seamless ... and investments of the branch, and coach bankers and associate bankers. You will also be responsible for creating...College degree or military equivalent + 2+ years of management , Retail Banking experience or equivalent Chase leadership experience… more
- Carrington (Old Greenwich, CT)
- …relation to contested matters. + Open and maintain matters in case management system, including but not limited to, analyzing complaints, investigating claims, ... audibly, and quickly. + Ability to accurately track and record time. + Associate 's degree from accredited college plus paralegal certification or a Bachelor's degree… more